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State Street SPDR Portfolio Emerging Markets ETF

287 hedge funds and large institutions have $1.16B invested in State Street SPDR Portfolio Emerging Markets ETF in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 120 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 24

140% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 50

108% more funds holding in top 10

Funds holding in top 10: 1225 (+13)

54% more capital invested

Capital invested by funds: $751M → $1.16B (+$408M)

33% more funds holding

Funds holding: 215287 (+72)

8.91% more ownership

Funds ownership: 50.67%59.57% (+8.9%)

Holders
287
Holders Change
+72
Holders Change %
+33.49%
% of All Funds
6.39%
Holding in Top 10
25
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+108.33%
% of All Funds
0.56%
New
97
Increased
120
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
251
Asset Dedication LLC
California
$36K +$31.9K +967 +576%
SF
252
Synovus Financial
Georgia
$33K
GWMIA
253
Global Wealth Management Investment Advisory
Florida
$32K +$32.1K +974 New
W
254
WealthOne
New York
$27K +$27.6K +837 New
AIM
255
Anchor Investment Management
South Carolina
$25.9K
AWM
256
Avior Wealth Management
Nebraska
$24K +$5.51K +167 +28%
BAM
257
Barrett Asset Management
New York
$23K
SIS
258
Sound Income Strategies
Florida
$21K
CFD
259
Creative Financial Designs
Indiana
$20K +$15K +454 +295%
Bessemer Group
260
Bessemer Group
New Jersey
$17K -$1.72K -52 -9%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$17K +$791 +24 +5%
PW
262
Price Wealth
Texas
$17K +$17.6K +533 New
FDCDDQ
263
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.2K -$9.89K -300 -38%
LFG
264
Larson Financial Group
Missouri
$14K +$14.7K +446 New
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$13K +$9.46K +287 +254%
ASN
266
Advisory Services Network
Georgia
$9K +$8.01K +243 +593%
AIM
267
Advantage Investment Management
Iowa
$9K +$9.07K +275 New
MA
268
MCF Advisors
Kentucky
$9K +$9.33K +283 New
EWM
269
Endurance Wealth Management
Rhode Island
$8K
AIP
270
Ameritas Investment Partners
Nebraska
$6K
OIA
271
OneDigital Investment Advisors
Kansas
$6K +$5.94K +180 New
VRM
272
Vectors Research Management
New York
$5K
DWM
273
Doyle Wealth Management
Florida
$5K +$4.78K +145 New
GEA
274
Glen Eagle Advisors
New Jersey
$4.4K -$1.39K -42 -24%
MIM
275
Macroview Investment Management
Maryland
$4K +$4.35K +132 New

SPEM Hedge Fund Activity: Q4 2018 in Review

287 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2018, worth a combined $1.16B — up 54% from $751M a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new SPEM positions and 24 closed out — a net gain of 73 holders — while 120 added to existing stakes and 50 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $131M. The largest seller was Stadion Money Management, cutting an estimated $23.3M.

  • 287 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2018, up from 215 in Q3 2018.
  • Funds reported $1.16B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2018, up 54% quarter-over-quarter.
  • 97 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2018 and 24 closed out, a net change of +73 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2018 was Horizon Investments, an estimated $131M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2018 was Stadion Money Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2018.