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State Street SPDR Portfolio Emerging Markets ETF

415 hedge funds and large institutions have $2.08B invested in State Street SPDR Portfolio Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 201 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 24

205% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 66

90% more funds holding in top 10

Funds holding in top 10: 2038 (+18)

52% more capital invested

Capital invested by funds: $1.37B → $2.08B (+$707M)

23% more funds holding

Funds holding: 337415 (+78)

2.46% more ownership

Funds ownership: 55.21%57.68% (+2.5%)

Holders
415
Holders Change
+78
Holders Change %
+23.15%
% of All Funds
8.18%
Holding in Top 10
38
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+90%
% of All Funds
0.75%
New
110
Increased
201
Reduced
66
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
326
LifePlan Financial Group
Ohio
$225K -$17.1K -475 -7%
PNC Financial Services Group
327
PNC Financial Services Group
Pennsylvania
$218K -$12.8K -355 -6%
JWA
328
JFS Wealth Advisors
Pennsylvania
$217K +$8.79K +244 +4%
SFSG
329
Stearns Financial Services Group
North Carolina
$212K +$468 +13 +0.2%
AWM
330
Altavista Wealth Management
North Carolina
$212K +$203K +5,630 New
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$211K +$202K +5,600 New
APA
332
American Portfolios Advisors
New York
$210K +$119K +3,302 +144%
CAN
333
Cetera Advisor Networks
California
$210K +$200K +5,552 New
OPS
334
Orion Portfolio Solutions
Nebraska
$209K +$200K +5,558 New
ICMP
335
Integrated Capital Management (Pennsylvania)
Pennsylvania
$208K +$197K +5,474 New
JWCA
336
J.W. Cole Advisors
Florida
$206K +$197K +5,479 New
HPC
337
Hobart Private Capital
North Carolina
$206K +$197K +5,480 New
US Bancorp
338
US Bancorp
Minnesota
$204K -$24.2K -671 -11%
ACS
339
Archford Capital Strategies
Illinois
$202K +$194K +5,379 New
AIC
340
Ameritas Investment Company
Nebraska
$197K +$63.4K +1,759 +51%
SL
341
Savior LLC
Massachusetts
$178K +$171K +4,745 New
EK
342
Evensky & Katz
Florida
$167K +$13.2K +366 +9%
FM
343
Family Management
New York
$160K -$1.66K -46 -1%
RFA
344
Reilly Financial Advisors
California
$157K +$3.64K +101 +2%
AF
345
Affiance Financial
Minnesota
$156K -$201K -5,575 -57%
CAGAS
346
Capital Advisory Group Advisory Services
Minnesota
$154K +$45.9K +1,273 +47%
BC
347
Barnett & Company
Tennessee
$151K -$177K -4,918 -55%
AWM
348
Avior Wealth Management
Nebraska
$146K +$19.2K +533 +16%
VC
349
Vicus Capital
Pennsylvania
$139K +$6.81K +189 +5%
MWC
350
MBM Wealth Consultants
Missouri
$128K +$9.98K +277 +9%

SPEM Hedge Fund Activity: Q4 2019 in Review

415 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2019, worth a combined $2.08B — up 52% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SPEM positions and 24 closed out — a net gain of 86 holders — while 201 added to existing stakes and 66 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $157M. The largest seller was Focused Wealth Management, cutting an estimated $33.2M.

  • 415 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2019, up from 337 in Q3 2019.
  • Funds reported $2.08B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2019, up 52% quarter-over-quarter.
  • 110 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2019 and 24 closed out, a net change of +86 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2019 was Horizon Investments, an estimated $157M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2019 was Focused Wealth Management, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2019.