We are live on ! Find out more
SPEM icon

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
GKWIM
376
Gerber Kawasaki Wealth & Investment Management
California
$314K +$52.5K +1,209 +20%
FWM
377
Focused Wealth Management
New York
$312K -$59.4K -1,368 -16%
MIM
378
Macroview Investment Management
Maryland
$302K +$13.5K +311 +5%
CPA
379
Clear Perspective Advisors
Illinois
$299K +$4.6K +106 +2%
IA
380
IFG Advisory
Georgia
$295K +$21.7K +500 +8%
PFA
381
Pinnacle Family Advisors
Missouri
$292K +$89.8K +2,068 +43%
WCA
382
Westover Capital Advisors
Delaware
$291K -$11.2K -257 -4%
LDFR
383
Lehman & Derafelo Financial Resources
Pennsylvania
$291K
Lido Advisors
384
Lido Advisors
California
$290K +$296K +6,828 New
WT
385
Whittier Trust
California
$288K
NHFG
386
New Harbor Financial Group
Massachusetts
$286K -$18.9K -436 -6%
EWA
387
Encompass Wealth Advisors
Oregon
$286K
FPCP
388
Fort Point Capital Partners
California
$282K +$10.9K +251 +4%
Goldman Sachs
389
Goldman Sachs
New York
$281K
VIP
390
Vantage Investment Partners
Missouri
$273K
CAL
391
Capital Advisors Ltd
Ohio
$273K +$279K +6,425 New
AIC
392
Ameritas Investment Company
Nebraska
$271K +$12K +277 +5%
ECM
393
Evergreen Capital Management
Washington
$268K
ASW
394
Astoria Strategic Wealth
Texas
$263K
DAM
395
Derbend Asset Management
Georgia
$263K +$269K +6,189 New
SF
396
Synovus Financial
Georgia
$262K -$703K -16,200 -73%
HPWM
397
Highland Private Wealth Management
Washington
$261K +$267K +6,142 New
W
398
WealthOne
New York
$260K +$265K +6,108 New
FMWA
399
Forvis Mazars Wealth Advisors
Missouri
$258K
CS
400
Candriam SCA
Luxembourg
$258K +$264K +6,072 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.