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State Street SPDR Portfolio Emerging Markets ETF

580 hedge funds and large institutions have $3.92B invested in State Street SPDR Portfolio Emerging Markets ETF in 2021 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 257 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

65% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 156

13% more funds holding

Funds holding: 515580 (+65)

1.1% more ownership

Funds ownership: 69.52%70.62% (+1.1%)

2% less capital invested

Capital invested by funds: $4.01B → $3.92B (-$84.6M)

26% less funds holding in top 10

Funds holding in top 10: 3526 (-9)

Holders
580
Holders Change
+65
Holders Change %
+12.62%
% of All Funds
8.93%
Holding in Top 10
26
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-25.71%
% of All Funds
0.4%
New
110
Increased
257
Reduced
156
Closed
35
Calls
$1.96M
Puts
Net Calls
+$1.96M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
326
Capital Asset Advisory Services
Michigan
$751K -$104K -2,428 -12%
NRI
327
NFP Retirement Inc
California
$751K +$126K +2,956 +20%
BTWM
328
Baker Tilly Wealth Management
Wisconsin
$748K -$41.9K -979 -5%
Charles Schwab
329
Charles Schwab
California
$742K +$768K +17,953 New
ACP
330
Aveo Capital Partners
Colorado
$738K -$112K -2,620 -13%
HWM
331
Horizon Wealth Management
Illinois
$729K +$751K +17,565 New
VWA
332
Visionary Wealth Advisors
Illinois
$721K -$670K -15,681 -47%
CA
333
Calton & Associates
Florida
$718K +$33.3K +779 +5%
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$710K +$20.7K +485 +3%
RVPG
335
Relative Value Partners Group
$706K
AWM
336
Apollon Wealth Management
South Carolina
$693K +$714K +16,700 New
SWP
337
Strategic Wealth Partners
Ohio
$686K -$67.3K -1,573 -9%
IA
338
Insight Advisors
Pennsylvania
$680K -$56.5K -1,321 -7%
AWM
339
Axxcess Wealth Management
California
$649K +$668K +15,635 New
CA
340
CoreCap Advisors
Michigan
$648K +$668K +15,614 New
SSWM
341
Sheets Smith Wealth Management
North Carolina
$647K +$54.2K +1,268 +9%
RIS
342
Retirement Income Solutions
Michigan
$647K +$667K +15,590 New
Fidelity Investments
343
Fidelity Investments
Massachusetts
$638K +$174K +4,063 +36%
TI
344
Trexquant Investment
Connecticut
$632K +$652K +15,244 New
B
345
Bridgeworth
Alabama
$625K +$644K +15,052 New
MWM
346
Modera Wealth Management
New Jersey
$621K +$640K +14,966 New
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$620K +$124K +2,898 +24%
AAS
348
Avantax Advisory Services
Texas
$619K +$62.5K +1,463 +11%
APWA
349
Atlas Private Wealth Advisors
New Jersey
$616K -$457K -10,686 -42%
TA
350
TFG Advisers
Michigan
$600K +$38.8K +907 +7%

SPEM Hedge Fund Activity: Q4 2021 in Review

580 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2021, worth a combined $3.92B — down 2.1% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SPEM positions and 35 closed out — a net gain of 75 holders — while 257 added to existing stakes and 156 trimmed.

The largest buyer was Creative Planning, adding an estimated $90.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $136M sold.

  • 580 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2021, up from 515 in Q3 2021.
  • Funds reported $3.92B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2021, down 2.1% quarter-over-quarter.
  • 110 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2021 and 35 closed out, a net change of +75 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2021 was Creative Planning, an estimated $90.6M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2021 was Citadel Advisors, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2021.