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State Street SPDR Portfolio Emerging Markets ETF

532 hedge funds and large institutions have $4.23B invested in State Street SPDR Portfolio Emerging Markets ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 272 increasing their positions, 155 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 155

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

1% more funds holding

Funds holding: 525532 (+7)

5% more capital invested

Capital invested by funds: $4.03B → $4.23B (+$200M)

0.52% more ownership

Funds ownership: 66.76%67.28% (+0.52%)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
532
Holders Change
+7
Holders Change %
+1.33%
% of All Funds
9.26%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.7%
New
48
Increased
272
Reduced
155
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APWA
251
Atlas Private Wealth Advisors
New Jersey
$1.68M -$868K -19,388 -34%
AI
252
Atria Investments
North Carolina
$1.67M +$405K +9,056 +33%
DAS
253
Dynamic Advisor Solutions
Arizona
$1.64M +$70.1K +1,565 +5%
BBW
254
Blue Barn Wealth
Utah
$1.62M +$1.59M +35,554 New
BA
255
Bridge Advisory
California
$1.61M +$371K +8,290 +31%
NA
256
NewEdge Advisors
Louisiana
$1.58M -$5.3M -118,497 -77%
PSUF
257
People's United Financial
Connecticut
$1.56M -$1.62M -36,205 -51%
JWA
258
JFS Wealth Advisors
Pennsylvania
$1.55M -$8.24K -184 -0.5%
SCM
259
Southport Capital Management
Tennessee
$1.46M -$118K -2,642 -8%
OCM
260
One Capital Management
California
$1.44M +$425K +9,493 +43%
VWA
261
Visionary Wealth Advisors
Illinois
$1.44M +$1.42M +31,640 New
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
$1.44M +$140K +3,125 +11%
KWM
263
Kingsview Wealth Management
Oregon
$1.42M +$129K +2,888 +10%
JFS
264
JD Financial Services
Pennsylvania
$1.41M -$3M -67,091 -68%
PMG
265
ProVise Management Group
Florida
$1.41M +$368K +8,221 +36%
TF
266
TRH Financial
Iowa
$1.4M +$16.5K +368 +1%
SW
267
SlateStone Wealth
Florida
$1.38M -$33.9K -758 -2%
FFG
268
Fullen Financial Group
Ohio
$1.37M -$3.36K -75 -0.2%
FHA
269
Flagship Harbor Advisors
Massachusetts
$1.33M +$702K +15,683 +115%
GWM
270
Geneos Wealth Management
Colorado
$1.32M -$17.2M -384,907 -93%
KFS
271
Kelly Financial Services
Massachusetts
$1.32M +$2.67M +59,707 +27,140%
JMPWA
272
JP Morgan Private Wealth Advisors
California
$1.3M +$502K +11,208 +64%
LA
273
LexAurum Advisors
Kansas
$1.29M +$13.8K +308 +1%
LOIM
274
Liberty One Investment Management
Illinois
$1.28M -$16.3K -365 -1%
EH
275
Equitable Holdings
New York
$1.28M +$736K +16,441 +142%

SPEM Hedge Fund Activity: Q2 2021 in Review

532 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q2 2021, worth a combined $4.23B — up 5% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPEM positions and 33 closed out — a net gain of 15 holders — while 272 added to existing stakes and 155 trimmed.

The largest buyer was Weitzel Financial Services, adding an estimated $124M. The largest seller was AssetMark Inc, cutting an estimated $147M.

  • 532 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q2 2021, up from 525 in Q1 2021.
  • Funds reported $4.23B of State Street SPDR Portfolio Emerging Markets ETF stock for Q2 2021, up 5% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q2 2021 and 33 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q2 2021 was Weitzel Financial Services, an estimated $124M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q2 2021 was AssetMark Inc, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2021.