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State Street SPDR Portfolio Emerging Markets ETF

515 hedge funds and large institutions have $4.01B invested in State Street SPDR Portfolio Emerging Markets ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 233 increasing their positions, 164 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 164

2.24% more ownership

Funds ownership: 67.28%69.52% (+2.2%)

3% less funds holding

Funds holding: 532515 (-17)

5% less capital invested

Capital invested by funds: $4.23B → $4.01B (-$222M)

13% less funds holding in top 10

Funds holding in top 10: 4035 (-5)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

Holders
515
Holders Change
-17
Holders Change %
-3.2%
% of All Funds
9.02%
Holding in Top 10
35
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.5%
% of All Funds
0.61%
New
40
Increased
233
Reduced
164
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
Strategic Asset Management
Minnesota
$423K +$426K +9,816 New
BDF
352
Balasa Dinverno & Foltz
$422K +$69K +1,590 +19%
CA
353
Cetera Advisors
Colorado
$419K +$87.8K +2,022 +26%
EA
354
Eclectic Associates
California
$411K -$2.52K -58 -0.6%
EL
355
EQ LLC
Washington
$405K
CPIG
356
Chicago Partners Investment Group
Illinois
$400K +$100K +2,313 +34%
TCM
357
Triumph Capital Management
Colorado
$395K +$40.8K +939 +11%
EPWM
358
Essex Private Wealth Management
Massachusetts
$390K
MP
359
McDonald Partners
Ohio
$389K -$31.4K -723 -7%
SFG
360
SageGuard Financial Group
Tennessee
$381K -$163K -3,752 -30%
CFG
361
Cooper Financial Group
California
$378K +$47.3K +1,090 +14%
FFW
362
Fusion Family Wealth
New York
$375K +$11.9K +275 +3%
RFG
363
Range Financial Group
Oregon
$364K +$4.91K +113 +1%
CL
364
COWA LLC
Oklahoma
$361K +$44.7K +1,030 +14%
Stifel Financial
365
Stifel Financial
Missouri
$356K -$29.3K -674 -7%
UAS
366
United Asset Strategies
New York
$353K -$274K -6,323 -43%
NB
367
NBT Bank
New York
$349K
WFM
368
Wolff Financial Management
Michigan
$340K +$347K +7,983 New
DWM
369
Dakota Wealth Management
Florida
$336K +$56.9K +1,310 +20%
RAM
370
Redmond Asset Management
Virginia
$334K
TWM
371
Trinity Wealth Management
Pennsylvania
$333K +$30.4K +700 +10%
FIM
372
Freedom Investment Management
Connecticut
$332K +$50.7K +1,168 +18%
AC
373
Alexandria Capital
Virginia
$328K -$2.47K -57 -0.7%
PG
374
Prostatis Group
Maryland
$324K -$15.3K -353 -4%
BG
375
Benedetti & Gucer
Georgia
$315K +$355K +8,184 New

SPEM Hedge Fund Activity: Q3 2021 in Review

515 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q3 2021, worth a combined $4.01B — down 5.3% from $4.23B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SPEM and 40 opened new positions — a net loss of 9 holders — while 164 trimmed existing stakes and 233 added.

The largest buyer was Citadel Advisors, adding an estimated $110M. The largest seller was Weitzel Financial Services, cutting an estimated $120M.

  • 515 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q3 2021, down from 532 in Q2 2021.
  • Funds reported $4.01B of State Street SPDR Portfolio Emerging Markets ETF stock for Q3 2021, down 5.3% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q3 2021 and 49 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q3 2021 was Citadel Advisors, an estimated $110M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q3 2021 was Weitzel Financial Services, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2021.