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State Street SPDR Portfolio Emerging Markets ETF

337 hedge funds and large institutions have $1.37B invested in State Street SPDR Portfolio Emerging Markets ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 174 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 83

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

2% more funds holding

Funds holding: 329337 (+8)

2.57% less ownership

Funds ownership: 57.78%55.21% (-2.6%)

14% less capital invested

Capital invested by funds: $1.59B → $1.37B (-$220M)

23% less funds holding in top 10

Funds holding in top 10: 2620 (-6)

Holders
337
Holders Change
+8
Holders Change %
+2.43%
% of All Funds
7.39%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.44%
New
40
Increased
174
Reduced
83
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
276
Stearns Financial Services Group
North Carolina
$193K +$196K +5,639 New
JWA
277
JFS Wealth Advisors
Pennsylvania
$190K +$4.65K +134 +2%
FM
278
Family Management
New York
$147K -$65.4K -1,885 -31%
RFA
279
Reilly Financial Advisors
California
$140K -$63.6K -1,834 -31%
EK
280
Evensky & Katz
Florida
$140K +$27.9K +805 +24%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$129K +$40.4K +1,163 +45%
AIC
282
Ameritas Investment Company
Nebraska
$119K +$121K +3,475 New
AWM
283
Avior Wealth Management
Nebraska
$115K +$10.2K +295 +10%
MWC
284
MBM Wealth Consultants
Missouri
$107K +$11.1K +320 +11%
GSWM
285
Golden State Wealth Management
California
$100K +$46.4K +1,338 +85%
WP
286
WealthShield Partners
North Carolina
$96K +$44.7K +1,287 +84%
CAGAS
287
Capital Advisory Group Advisory Services
Minnesota
$92K -$10.4K -300 -10%
LWANC
288
Laurel Wealth Advisors (North Carolina)
North Carolina
$85K +$139 +4 +0.2%
CPA
289
Clear Perspective Advisors
Illinois
$84K
APA
290
American Portfolios Advisors
New York
$78.7K +$729 +21 +0.9%
AIM
291
Advantage Investment Management
Iowa
$73K +$64.1K +1,847 +674%
WCM
292
Wealthcare Capital Management
Virginia
$71K
Bessemer Group
293
Bessemer Group
New Jersey
$70K +$3.64K +105 +5%
SPIA
294
Steward Partners Investment Advisory
New York
$63K +$57.3K +1,651 +782%
SFA
295
Semmax Financial Advisors
North Carolina
$50K
ADL
296
Asset Dedication LLC
California
$41K +$3.71K +107 +9%
SB
297
Strategic Blueprint
Georgia
$38K +$38.8K +1,117 New
SF
298
Synovus Financial
Georgia
$35K
BAMG
299
Brand Asset Management Group
Missouri
$30K -$22.2K -640 -42%
LM
300
Legg Mason
Maryland
$30K -$416 -12 -1%

SPEM Hedge Fund Activity: Q3 2019 in Review

337 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q3 2019, worth a combined $1.37B — down 14% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPEM positions and 29 closed out — a net gain of 11 holders — while 174 added to existing stakes and 83 trimmed.

The largest buyer was Iconiq Capital, opening a new position worth an estimated $20.9M. The largest seller was Jane Street, cutting an estimated $61.6M.

  • 337 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q3 2019, up from 329 in Q2 2019.
  • Funds reported $1.37B of State Street SPDR Portfolio Emerging Markets ETF stock for Q3 2019, down 14% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q3 2019 and 29 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q3 2019 was Iconiq Capital, an estimated $20.9M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q3 2019 was Jane Street, an estimated $61.6M sold.

Based on aggregated 13F filings for Q3 2019.