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State Street SPDR Portfolio Emerging Markets ETF

476 hedge funds and large institutions have $3.37B invested in State Street SPDR Portfolio Emerging Markets ETF in 2020 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 201 increasing their positions, 140 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 22

44% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 140

21% more capital invested

Capital invested by funds: $2.78B → $3.37B (+$597M)

19% more funds holding in top 10

Funds holding in top 10: 3137 (+6)

15% more funds holding

Funds holding: 414476 (+62)

2.04% more ownership

Funds ownership: 63.38%65.42% (+2%)

Holders
476
Holders Change
+62
Holders Change %
+14.98%
% of All Funds
8.42%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.65%
New
91
Increased
201
Reduced
140
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
226
American Investment Services
Massachusetts
$1.48M +$27.1K +683 +2%
JWA
227
JFS Wealth Advisors
Pennsylvania
$1.44M +$4.88K +123 +0.4%
PAG
228
Pinnacle Advisory Group
Maryland
$1.37M +$121K +3,054 +10%
AAS
229
Annex Advisory Services
Wisconsin
$1.35M -$105K -2,657 -8%
TF
230
TRH Financial
Iowa
$1.33M +$76.2K +1,920 +7%
T
231
TRUADVICE
Florida
$1.32M -$36.3K -914 -3%
FFG
232
Fullen Financial Group
Ohio
$1.29M -$12.7K -319 -1%
LOIM
233
Liberty One Investment Management
Illinois
$1.26M -$58.7K -1,479 -5%
BA
234
Bristlecone Advisors
Washington
$1.25M +$130K +3,277 +12%
FPIS
235
Financial Planning & Information Services
Wisconsin
$1.23M +$800K +20,157 +223%
SW
236
SlateStone Wealth
Florida
$1.23M -$85.1K -2,145 -7%
CI
237
CX Institutional
Indiana
$1.23M -$362K -9,115 -24%
CW
238
CreativeOne Wealth
Kansas
$1.22M -$157K -3,954 -12%
LA
239
LexAurum Advisors
Kansas
$1.21M +$26.8K +676 +2%
NWM
240
Northwest Wealth Management
Iowa
$1.2M -$9.13K -230 -0.8%
SWA
241
Stratos Wealth Advisors
Ohio
$1.2M +$516K +12,997 +84%
DAS
242
Dynamic Advisor Solutions
Arizona
$1.2M -$714 -18 -0.1%
PWM
243
Perigon Wealth Management
California
$1.19M +$462K +11,630 +70%
CAL
244
Capital Analysts LLC
Pennsylvania
$1.16M +$25.9K +652 +2%
Truist Financial
245
Truist Financial
North Carolina
$1.15M -$28.5K -718 -3%
UWM
246
USAdvisors Wealth Management
Minnesota
$1.14M +$1.07M +27,082 New
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$1.13M +$195K +4,920 +22%
JSL
248
JT Stratford LLC
Georgia
$1.11M -$16.6K -419 -2%
FAM
249
Formidable Asset Management
Ohio
$1.11M +$114K +2,870 +12%
DWM
250
Defined Wealth Management
Oregon
$1.1M +$1.04M +26,082 New

SPEM Hedge Fund Activity: Q4 2020 in Review

476 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2020, worth a combined $3.37B — up 21% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPEM positions and 22 closed out — a net gain of 69 holders — while 201 added to existing stakes and 140 trimmed.

The largest buyer was LPL Financial, adding an estimated $42M. The largest seller was Horizon Investments, exiting entirely with an estimated $120M sold.

  • 476 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2020, up from 414 in Q3 2020.
  • Funds reported $3.37B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 91 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2020 and 22 closed out, a net change of +69 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2020 was LPL Financial, an estimated $42M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2020 was Horizon Investments, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2020.