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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
BHWM
301
Bay Harbor Wealth Management
Maryland
$613K -$491K -12,383 -46%
PG
302
Prostatis Group
Maryland
$603K -$295K -7,436 -34%
RCAG
303
Rehmann Capital Advisory Group
Michigan
$598K -$132K -3,335 -19%
CAAS
304
Capital Asset Advisory Services
Michigan
$597K -$675 -17 -0.1%
SFG
305
SNS Financial Group
Minnesota
$593K +$1.59K +40 +0.3%
CIC
306
Carnegie Investment Counsel
Ohio
$580K -$18.9K -476 -3%
SSWM
307
Sheets Smith Wealth Management
North Carolina
$577K +$5.87K +148 +1%
ASN
308
Advisory Services Network
Georgia
$575K -$345K -8,681 -39%
ECA
309
Elevated Capital Advisors
Utah
$555K +$522K +13,161 New
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$553K +$519K +13,082 +31,907%
EWM
311
Empirical Wealth Management
Washington
$546K +$30.2K +760 +6%
CA
312
Calton & Associates
Florida
$534K +$48.4K +1,219 +11%
GVAG
313
Great Valley Advisor Group
Delaware
$533K +$29.5K +744 +6%
PMG
314
ProVise Management Group
Florida
$531K +$257K +6,473 +106%
TA
315
Tectonic Advisors
Texas
$529K +$498K +12,547 New
PP
316
Pacifica Partners
Canada
$528K -$11.9K -300 -2%
BFEC
317
Benjamin F. Edwards & Company
Missouri
$520K +$12.4K +312 +3%
SFG
318
SageGuard Financial Group
Tennessee
$519K +$491K +12,365 New
OIA
319
OneDigital Investment Advisors
Kansas
$501K +$144K +3,633 +44%
SF
320
Synovus Financial
Georgia
$501K +$473K +11,924 New
MCC
321
Money Concepts Capital
Florida
$496K +$467K +11,762 New
CFAM
322
Center For Asset Management
Florida
$496K +$467K +11,766 New
HFS
323
Howard Financial Services
Texas
$494K +$2.82K +71 +0.6%
BFA
324
Beacon Financial Advisory
Ohio
$480K -$21.6K -543 -5%
SB
325
Strategic Blueprint
Georgia
$480K -$2.78K -70 -0.6%

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.