We are live on ! Find out more
SPEM icon

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
TRCT
376
Tower Research Capital (TRC)
New York
$248K +$233K +5,874 New
PNC Financial Services Group
377
PNC Financial Services Group
Pennsylvania
$247K +$79 +2 +0%
GRP
378
Global Retirement Partners
California
$244K -$23.5K -593 -9%
KCPG
379
Kavar Capital Partners Group
Kansas
$243K
JMPWA
380
JP Morgan Private Wealth Advisors
California
$242K +$5.48K +138 +2%
RSWM
381
Robertson Stephens Wealth Management
California
$240K -$34.4K -867 -13%
MFA
382
McClarren Financial Advisors
Pennsylvania
$239K +$227K +5,715 New
AWM
383
Altavista Wealth Management
North Carolina
$237K
CIBC Private Wealth Group
384
CIBC Private Wealth Group
Georgia
$236K -$2.18K -55 -1%
MOS
385
MGO One Seven
Ohio
$236K +$222K +5,601 New
BWM
386
BT Wealth Management
Georgia
$234K
FA
387
FDx Advisors
Illinois
$233K -$1.95K -49 -0.9%
AP
388
Advisor Partners
California
$230K +$216K +5,445 New
Fidelity Investments
389
Fidelity Investments
Massachusetts
$225K +$24.4K +615 +13%
ECM
390
Evergreen Capital Management
Washington
$223K -$206K -5,200 -50%
MIM
391
Macroview Investment Management
Maryland
$221K +$18.7K +470 +10%
HIP
392
HUB Investment Partners
Texas
$219K +$238K +5,995 New
SFP
393
Strategic Financial Planning
Texas
$216K +$203K +5,114 New
WT
394
Washington Trust
Rhode Island
$212K
C
395
Certuity
Florida
$209K +$197K +4,957 New
EK
396
Evensky & Katz
Florida
$207K -$953 -24 -0.5%
Koshinski Asset Management
397
Koshinski Asset Management
Illinois
$200K -$75.8K -1,909 -29%
MWC
398
MBM Wealth Consultants
Missouri
$200K +$7.46K +188 +4%
FA
399
Faithward Advisors
Pennsylvania
$198K -$238 -6 -0.1%
NFG
400
Next Financial Group
Texas
$190K -$27.7K -697 -13%

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.