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State Street SPDR Portfolio Europe ETF
SPEU

81 hedge funds and large institutions have $346M invested in State Street SPDR Portfolio Europe ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more capital invested

Capital invested by funds: $75.1M → $346M (+$271M)

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

27% more funds holding

Funds holding: 64 → 81 (+17)

5.64% more ownership

Funds ownership: 43.18% → 48.81% (+5.6%)

46% less call options, than puts

Call options by funds: $79.3M | Put options by funds: $146M

Holders
81
Holders Change
+17
Holders Change %
+26.56%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
28
Reduced
15
Closed
9
Calls
$79.3M
Puts
$146M
Net Calls
-$66.5M
Net Calls Change
+$150M

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$13.7M
2
LPL Financial
LPL Financial
California
+$7.19M
3
JCM
Jacobi Capital Management
Pennsylvania
+$7.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.01M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$4.98M
2
Morgan Stanley
Morgan Stanley
New York
-$1.21M
3
ACG
Allen Capital Group
Nebraska
-$785K
4
IWM
IHT Wealth Management
Illinois
-$435K
5
FFW
Fusion Family Wealth
New York
-$315K
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
51
Global Financial Private Client
Florida
$68.7K +$29.3K +890 +82%
EE
52
EWG Elevate
California
$65.1K +$61.8K +1,877 New
TWM
53
Tradition Wealth Management
Minnesota
$50K +$198 +6 +0.4%
BAM
54
Belpointe Asset Management
Nevada
$50K +$47.4K +1,440 New
TCM
55
Tradewinds Capital Management
Washington
$46.5K +$165 +5 +0.4%
HI
56
Harbour Investments
Wisconsin
$43.8K +$41.5K +1,259 +31,475%
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$41.6K – – –
TSWM
58
Tyler-Stone Wealth Management
Ohio
$35K – – –
MCC
59
Money Concepts Capital
Florida
$25.7K +$24.4K +740 New
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$24K -$725 -22 -3%
BHWM
61
Bay Harbor Wealth Management
Maryland
$24K +$12.5K +380 +119%
WT
62
Whittier Trust
California
$11.6K – – –
BWM
63
Baystate Wealth Management
Massachusetts
$9K +$8.23K +250 New
IA
64
IFP Advisors
Florida
$7K -$5.96K -181 -46%
RDIA
65
RE Dickinson Investment Advisors
Iowa
$7K – – –
William Blair & Company
66
William Blair & Company
Illinois
$4.68K – – –
BWL
67
Bogart Wealth LLC
Virginia
$3.47K +$3.29K +100 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$3.33K +$3.16K +96 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$2.04K -$313K -9,492 -99%
C
70
Covestor
United Kingdom
$2K +$725 +22 +96%
CA
71
CoreCap Advisors
Michigan
$1.39K +$1.32K +40 New
AF
72
Allworth Financial
California
$1.15K -$2.54K -77 -70%
HCP
73
Hexagon Capital Partners
Arkansas
$1.11K – – –
GRP
74
Global Retirement Partners
California
$971 +$692 +21 +300%
NA
75
NewEdge Advisors
Louisiana
$944 +$139K +4,215 New
1 2
3
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SPEU Hedge Fund Activity: Q4 2022 in Review

81 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Europe ETF (SPEU) for Q4 2022, worth a combined $346M — up 361% from $75.1M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPEU positions and 9 closed out — a net gain of 21 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $13.7M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.98M sold.

  • 81 institutional investors held State Street SPDR Portfolio Europe ETF (SPEU) as of Q4 2022, up from 64 in Q3 2022.
  • Funds reported $346M of State Street SPDR Portfolio Europe ETF stock for Q4 2022, up 361% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Europe ETF positions in Q4 2022 and 9 closed out, a net change of +21 holders.
  • The largest State Street SPDR Portfolio Europe ETF buyer in Q4 2022 was AssetMark Inc, an estimated $13.7M added.
  • The largest State Street SPDR Portfolio Europe ETF seller in Q4 2022 was Flow Traders U.S., an estimated $4.98M sold.

Based on aggregated 13F filings for Q4 2022.