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State Street SPDR Portfolio Europe ETF

31 hedge funds and large institutions have $61.8M invested in State Street SPDR Portfolio Europe ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less capital invested

Capital invested by funds: $64.7M → $61.8M (-$2.91M)

8.54% less ownership

Funds ownership: 35.38%26.84% (-8.5%)

79% less call options, than puts

Call options by funds: $832K | Put options by funds: $3.92M

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
8
Closed
4
Calls
$832K
Puts
$3.92M
Net Calls
-$3.08M
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$16.2M -$3.46M -89,690 -18%
AssetMark Inc
2
AssetMark Inc
California
$11.8M +$5.4M +139,922 +83%
State Street
3
State Street
Massachusetts
$8.17M +$510K +13,192 +7%
SG Americas Securities
4
SG Americas Securities
New York
$4.61M +$4.64M +120,160 New
Morgan Stanley
5
Morgan Stanley
New York
$3.7M -$1.4M -36,295 -27%
Bank of America
6
Bank of America
North Carolina
$3.05M -$903K -23,379 -23%
GA
7
GFS Advisors
Texas
$2.19M +$426K +11,040 +24%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.86M -$142K -3,677 -7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.5M +$290K +7,502 +24%
BCI
10
Brinker Capital Investments
Pennsylvania
$1.39M +$73.6K +1,905 +6%
VKH
11
Virtu KCG Holdings
New York
$1.21M -$4.99M -129,203 -80%
Ameriprise
12
Ameriprise
Minnesota
$1.1M +$91.8K +2,377 +9%
TFA
13
Toth Financial Advisory
Virginia
$1.04M +$442K +11,445 +73%
1IC
14
1919 Investment Counsel
Maryland
$845K +$366K +9,463 +76%
Jane Street
15
Jane Street
New York
$485K +$488K +12,644 New
NPC
16
National Planning Corporation
California
$403K
Wells Fargo
17
Wells Fargo
California
$369K +$281K +7,279 +309%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$328K -$1.51M -39,187 -82%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$294K +$1.7K +44 +0.6%
WC
20
Whitnell & Co
Illinois
$274K
LPL Financial
21
LPL Financial
California
$256K +$10.2K +263 +4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$232K +$105K +2,707 +81%
FIM
23
Freedom Investment Management
Connecticut
$229K -$1.2K -31 -0.5%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$207K +$139K +3,600 +200%
US Bancorp
25
US Bancorp
Minnesota
$38K

SPEU Hedge Fund Activity: Q1 2014 in Review

31 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Europe ETF (SPEU) for Q1 2014, worth a combined $61.8M — down 4.5% from $64.7M a quarter earlier.

Fund positioning in SPEU was balanced in Q1 2014: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 8 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $5.4M. The largest seller was Virtu KCG Holdings, cutting an estimated $4.99M.

  • 31 institutional investors held State Street SPDR Portfolio Europe ETF (SPEU) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $61.8M of State Street SPDR Portfolio Europe ETF stock for Q1 2014, down 4.5% quarter-over-quarter.
  • 4 funds opened new State Street SPDR Portfolio Europe ETF positions in Q1 2014 and 4 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio Europe ETF buyer in Q1 2014 was AssetMark Inc, an estimated $5.4M added.
  • The largest State Street SPDR Portfolio Europe ETF seller in Q1 2014 was Virtu KCG Holdings, an estimated $4.99M sold.

Based on aggregated 13F filings for Q1 2014.