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State Street SPDR Portfolio Emerging Markets ETF
SPEM

313 hedge funds and large institutions have $1.69B invested in State Street SPDR Portfolio Emerging Markets ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 179 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 56

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

46% more capital invested

Capital invested by funds: $1.16B → $1.69B (+$535M)

28% more funds holding in top 10

Funds holding in top 10: 25 → 32 (+7)

9% more funds holding

Funds holding: 287 → 313 (+26)

1.07% more ownership

Funds ownership: 59.57% → 60.65% (+1.1%)

Holders
313
Holders Change
+26
Holders Change %
+9.06%
% of All Funds
6.77%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.69%
New
49
Increased
179
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
+$45.3M
2
Wells Fargo
Wells Fargo
California
+$40.1M
3
Bank of America
Bank of America
North Carolina
+$34.7M
4
GC
Grimes & Company
Massachusetts
+$30.8M
5
GFPC
Global Financial Private Capital
Florida
+$25.1M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$13.5M
2
RWM
Ritholtz Wealth Management
New York
-$10.7M
3
Ameriprise
Ameriprise
Minnesota
-$10.1M
4
AF
Affiance Financial
Minnesota
-$3.89M
5
AAS
Annex Advisory Services
Wisconsin
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
226
Advisornet Financial
Minnesota
$280K -$121K -3,482 -31%
VHAM
227
Van Hulzen Asset Management
California
$279K -$268K -7,710 -50%
SFA
228
Semmax Financial Advisors
North Carolina
$269K +$214K +6,137 +447%
HighTower Advisors
229
HighTower Advisors
Illinois
$257K +$250K +7,178 New
SIAS
230
Shine Investment Advisory Services
Colorado
$254K +$2.09K +60 +0.9%
PWMG
231
Prestige Wealth Management Group
New Jersey
$249K -$1.22K -35 -0.5%
OIA
232
OneDigital Investment Advisors
Kansas
$248K +$229K +6,581 +3,656%
TCM
233
Telos Capital Management
California
$245K +$239K +6,859 New
WT
234
Whittier Trust
California
$242K – – –
BC
235
Barnett & Company
Tennessee
$240K +$12.2K +350 +5%
FM
236
Family Management
New York
$233K -$411K -11,802 -64%
Stifel Financial
237
Stifel Financial
Missouri
$230K +$223K +6,395 New
IWMA
238
Ironwood Wealth Management (Arizona)
Arizona
$226K -$1.04K -30 -0.5%
GRP
239
Global Retirement Partners
California
$225K +$33.8K +971 +18%
MFW
240
Meristem Family Wealth
Minnesota
$220K +$214K +6,156 New
HIM
241
Hanlon Investment Management
New Jersey
$216K +$211K +6,046 New
EVM
242
Eaton Vance Management
Massachusetts
$215K +$209K +6,000 New
M&T Bank
243
M&T Bank
New York
$207K +$202K +5,803 New
CA
244
Cetera Advisors
Colorado
$205K +$198K +5,696 New
CBFP
245
Cedar Brook Financial Partners
Ohio
$203K +$198K +5,682 New
PAG
246
Pinnacle Advisory Group
Maryland
$203K +$198K +5,690 New
LFAS
247
Level Four Advisory Services
Texas
$201K +$191K +5,488 New
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$200K +$195K +5,600 New
SFSG
249
Stearns Financial Services Group
North Carolina
$196K -$23.6K -679 -11%
JWA
250
JFS Wealth Advisors
Pennsylvania
$194K -$352K -10,098 -65%
8 9
10
11 12

SPEM Hedge Fund Activity: Q1 2019 in Review

313 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q1 2019, worth a combined $1.69B — up 46% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPEM positions and 21 closed out — a net gain of 28 holders — while 179 added to existing stakes and 56 trimmed.

The largest buyer was Stadion Money Management, adding an estimated $45.3M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $13.5M.

  • 313 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q1 2019, up from 287 in Q4 2018.
  • Funds reported $1.69B of State Street SPDR Portfolio Emerging Markets ETF stock for Q1 2019, up 46% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q1 2019 and 21 closed out, a net change of +28 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q1 2019 was Stadion Money Management, an estimated $45.3M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q1 2019 was Carson Wealth (CWM LLC), an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2019.