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State Street SPDR Portfolio Emerging Markets ETF

515 hedge funds and large institutions have $4.01B invested in State Street SPDR Portfolio Emerging Markets ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 233 increasing their positions, 164 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 164

2.24% more ownership

Funds ownership: 67.28%69.52% (+2.2%)

3% less funds holding

Funds holding: 532515 (-17)

5% less capital invested

Capital invested by funds: $4.23B → $4.01B (-$222M)

13% less funds holding in top 10

Funds holding in top 10: 4035 (-5)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

Holders
515
Holders Change
-17
Holders Change %
-3.2%
% of All Funds
9.02%
Holding in Top 10
35
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.5%
% of All Funds
0.61%
New
40
Increased
233
Reduced
164
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
226
Financial Gravity Asset Management
Texas
$1.84M -$976K -22,473 -34%
CW
227
CreativeOne Wealth
Kansas
$1.84M -$18.8K -434 -1%
BA
228
Bridge Advisory
California
$1.81M +$313K +7,199 +20%
HAS
229
HBW Advisory Services
California
$1.8M +$99.2K +2,286 +6%
RIG
230
Roosevelt Investment Group
New York
$1.8M -$17.8K -409 -1%
AIS
231
American Investment Services
Massachusetts
$1.75M +$29.7K +684 +2%
BBW
232
Blue Barn Wealth
Utah
$1.73M +$226K +5,200 +15%
PMG
233
ProVise Management Group
Florida
$1.72M +$412K +9,487 +31%
FHB
234
First Hawaiian Bank
Hawaii
$1.72M
FPIS
235
Financial Planning & Information Services
Wisconsin
$1.7M +$116K +2,678 +7%
SCM
236
Stonehearth Capital Management
Massachusetts
$1.67M -$238K -5,486 -12%
IWMA
237
Ironwood Wealth Management (Arizona)
Arizona
$1.67M -$42.2K -971 -2%
CA
238
CSM Advisors
Pennsylvania
$1.66M -$2.07M -47,602 -55%
RIM
239
Rockbridge Investment Management
New York
$1.65M -$22.4K -516 -1%
NRA
240
NSI Retail Advisors
Pennsylvania
$1.64M -$2.03M -46,688 -55%
AUB
241
Atlantic Union Bankshares
Virginia
$1.61M -$113K -2,600 -6%
NA
242
NewEdge Advisors
Louisiana
$1.59M +$114K +2,615 +8%
OCM
243
One Capital Management
California
$1.58M +$235K +5,418 +17%
PWA
244
Peterson Wealth Advisors
Utah
$1.56M +$481K +11,085 +43%
PIFP
245
Partners in Financial Planning
Virginia
$1.56M -$24K -554 -1%
MA
246
Mutual Advisors
Nebraska
$1.55M +$667K +15,365 +73%
T
247
TRUADVICE
Florida
$1.51M -$296K -6,826 -17%
PSUF
248
People's United Financial
Connecticut
$1.44M -$20.9K -482 -1%
JWA
249
JFS Wealth Advisors
Pennsylvania
$1.41M -$36.4K -839 -2%
VWA
250
Visionary Wealth Advisors
Illinois
$1.41M +$61.1K +1,408 +4%

SPEM Hedge Fund Activity: Q3 2021 in Review

515 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q3 2021, worth a combined $4.01B — down 5.3% from $4.23B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SPEM and 40 opened new positions — a net loss of 9 holders — while 164 trimmed existing stakes and 233 added.

The largest buyer was Citadel Advisors, adding an estimated $110M. The largest seller was Weitzel Financial Services, cutting an estimated $120M.

  • 515 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q3 2021, down from 532 in Q2 2021.
  • Funds reported $4.01B of State Street SPDR Portfolio Emerging Markets ETF stock for Q3 2021, down 5.3% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q3 2021 and 49 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q3 2021 was Citadel Advisors, an estimated $110M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q3 2021 was Weitzel Financial Services, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2021.