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State Street SPDR Portfolio Emerging Markets ETF

415 hedge funds and large institutions have $2.08B invested in State Street SPDR Portfolio Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 201 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 24

205% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 66

90% more funds holding in top 10

Funds holding in top 10: 2038 (+18)

52% more capital invested

Capital invested by funds: $1.37B → $2.08B (+$707M)

23% more funds holding

Funds holding: 337415 (+78)

2.46% more ownership

Funds ownership: 55.21%57.68% (+2.5%)

Holders
415
Holders Change
+78
Holders Change %
+23.15%
% of All Funds
8.18%
Holding in Top 10
38
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+90%
% of All Funds
0.75%
New
110
Increased
201
Reduced
66
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
226
Bay Harbor Wealth Management
Maryland
$829K +$478K +13,268 +151%
LA
227
LexAurum Advisors
Kansas
$808K +$40.9K +1,136 +6%
DI
228
Diligent Investors
California
$802K +$136K +3,776 +21%
CWM
229
CCG Wealth Management
California
$800K +$255K +7,074 +50%
Mariner
230
Mariner
Kansas
$792K +$198K +5,482 +35%
Stifel Financial
231
Stifel Financial
Missouri
$789K -$11.3K -313 -1%
3AM
232
3D Asset Management
Connecticut
$781K +$26.3K +730 +4%
SW
233
SlateStone Wealth
Florida
$752K -$1.69K -47 -0.2%
APW
234
Austin Private Wealth
Texas
$729K +$699K +19,394 New
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$710K +$545K +15,122 +402%
MHS
236
M Holdings Securities
Oregon
$704K +$6.16K +171 +0.9%
GWM
237
Geneos Wealth Management
Colorado
$704K +$25.6K +709 +4%
BWP
238
Bernardo Wealth Planning
Pennsylvania
$692K +$664K +18,429 New
CCM
239
Coldstream Capital Management
Washington
$684K -$142K -3,928 -18%
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$673K +$303K +8,411 +89%
Citadel Advisors
241
Citadel Advisors
Florida
$666K -$10.4M -287,814 -94%
RFN
242
RDA Financial Network
Iowa
$657K -$146K -4,045 -18%
BFA
243
Beacon Financial Advisory
Ohio
$648K +$622K +17,254 New
ACP
244
Aveo Capital Partners
Colorado
$642K +$616K +17,080 New
RVPG
245
Relative Value Partners Group
$640K
AIS
246
Accurate Investment Solutions
Pennsylvania
$638K +$115K +3,194 +23%
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
$607K
Mercer Global Advisors
248
Mercer Global Advisors
Colorado
$594K -$110K -3,056 -16%
SFG
249
SNS Financial Group
Minnesota
$592K +$5.73K +159 +1%
BF
250
BOK Financial
Oklahoma
$584K +$11.8K +328 +2%

SPEM Hedge Fund Activity: Q4 2019 in Review

415 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2019, worth a combined $2.08B — up 52% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SPEM positions and 24 closed out — a net gain of 86 holders — while 201 added to existing stakes and 66 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $157M. The largest seller was Focused Wealth Management, cutting an estimated $33.2M.

  • 415 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2019, up from 337 in Q3 2019.
  • Funds reported $2.08B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2019, up 52% quarter-over-quarter.
  • 110 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2019 and 24 closed out, a net change of +86 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2019 was Horizon Investments, an estimated $157M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2019 was Focused Wealth Management, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2019.