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State Street SPDR Portfolio Europe ETF
SPEU

86 hedge funds and large institutions have $220M invested in State Street SPDR Portfolio Europe ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 8 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 8

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

7.31% more ownership

Funds ownership: 48.81% → 56.13% (+7.3%)

6% more funds holding

Funds holding: 81 → 86 (+5)

36% less capital invested

Capital invested by funds: $346M → $220M (-$126M)

64% less call options, than puts

Call options by funds: $102M | Put options by funds: $284M

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
44
Reduced
8
Closed
15
Calls
$102M
Puts
$284M
Net Calls
-$182M
Net Calls Change
-$115M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$8.87M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.23M
3
CMA
Cedar Mountain Advisors
Oregon
+$7.39M
4
OMC
Old Mission Capital
Illinois
+$5.17M
5
Morgan Stanley
Morgan Stanley
New York
+$4.04M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$313K
3
ISWM
Independent Solutions Wealth Management
New York
-$229K
4
HighTower Advisors
HighTower Advisors
Illinois
-$164K
5
Citigroup
Citigroup
New York
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
76
First Personal Financial Services
North Carolina
$7.76K +$7.61K +204 New
FFA
77
Farther Finance Advisors
California
$5.86K +$5.75K +154 New
William Blair & Company
78
William Blair & Company
Illinois
$5.13K – – –
RDIA
79
RE Dickinson Investment Advisors
Iowa
$4K -$3.85K -103 -51%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$3.65K – – –
C
81
Covestor
United Kingdom
$2K +$523 +14 +31%
AF
82
Allworth Financial
California
$1.27K – – –
HCP
83
Hexagon Capital Partners
Arkansas
$1.22K – – –
HCM
84
Hollencrest Capital Management
California
$570 – – –
AF
85
Advisornet Financial
Minnesota
$342 +$336 +9 New
NC
86
NewSquare Capital
Pennsylvania
$76 – – –
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
– -$313K -8,380 Closed
ISWM
88
Independent Solutions Wealth Management
New York
– -$229K -6,587 Closed
Citigroup
89
Citigroup
New York
– -$135K -3,893 Closed
RIA
90
Realta Investment Advisors
Delaware
– -$124K -3,567 Closed
EE
91
EWG Elevate
California
– -$65.1K -1,877 Closed
MCC
92
Money Concepts Capital
Florida
– -$25.7K -740 Closed
BHWM
93
Bay Harbor Wealth Management
Maryland
– -$24K -700 Closed
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
– -$24K -700 Closed
BWM
95
Baystate Wealth Management
Massachusetts
– -$9K -250 Closed
IA
96
IFP Advisors
Florida
– -$7K -211 Closed
BWL
97
Bogart Wealth LLC
Virginia
– -$3.47K -100 Closed
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
– -$2.04K -58 Closed
ACA
99
Aptus Capital Advisors
Alabama
– -$902 -26 Closed
IGWM
100
ICA Group Wealth Management
Colorado
– -$902 -26 Closed
1 2 3
4
5

SPEU Hedge Fund Activity: Q1 2023 in Review

86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Europe ETF (SPEU) for Q1 2023, worth a combined $220M — down 36% from $346M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SPEU positions and 15 closed out — a net gain of 8 holders — while 44 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.87M. The largest seller was Royal Bank of Canada, cutting an estimated $2.7M.

  • 86 institutional investors held State Street SPDR Portfolio Europe ETF (SPEU) as of Q1 2023, up from 81 in Q4 2022.
  • Funds reported $220M of State Street SPDR Portfolio Europe ETF stock for Q1 2023, down 36% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio Europe ETF positions in Q1 2023 and 15 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio Europe ETF buyer in Q1 2023 was LPL Financial, an estimated $8.87M added.
  • The largest State Street SPDR Portfolio Europe ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $2.7M sold.

Based on aggregated 13F filings for Q1 2023.