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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
CL
401
COWA LLC
Oklahoma
$189K +$170K +4,284 New
AWM
402
Avior Wealth Management
Nebraska
$186K -$143K -3,597 -45%
LAS
403
Lloyd Advisory Services
Georgia
$181K -$138K -3,465 -45%
BC
404
Barnett & Company
Tennessee
$172K +$595 +15 +0.4%
APA
405
American Portfolios Advisors
New York
$166K -$156K -3,923 -50%
SMA
406
Sage Mountain Advisors
Georgia
$164K +$154K +3,890 New
DWP
407
Destiny Wealth Partners
Florida
$161K +$152K +3,828 New
SSB
408
Sandy Spring Bank
Maryland
$137K
RFA
409
Reilly Financial Advisors
California
$117K +$1.19K +30 +1%
HS
410
Horan Securities
United States
$111K +$21.6K +543 +26%
BA
411
Bellwether Advisors
Nebraska
$111K +$105K +2,638 New
GIA
412
Goodwin Investment Advisory
Georgia
$109K +$102K +2,578 New
VNA
413
Valley National Advisers
Pennsylvania
$103K
PP
414
PrairieView Partners
Minnesota
$99K -$34.2K -862 -27%
DA
415
DCM Advisors
New York
$97K +$91.3K +2,300 New
LWANC
416
Laurel Wealth Advisors (North Carolina)
North Carolina
$89K +$1.03K +26 +1%
BlackRock
417
BlackRock
New York
$85K +$2.54K +64 +3%
TF
418
TimeScale Financial
Massachusetts
$80K +$873 +22 +1%
HFA
419
Hoover Financial Advisors
Pennsylvania
$75K -$6.23K -157 -9%
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$73K -$13K -327 -16%
T2I
421
Turim 21 Investimentos
Brazil
$70K +$65.8K +1,657 New
US Bancorp
422
US Bancorp
Minnesota
$66K -$109K -2,750 -64%
BWM
423
Birchcreek Wealth Management
Ohio
$65K +$61.9K +1,560 New
OCM
424
Orion Capital Management
California
$63K +$59.4K +1,496 New
CAGAS
425
Capital Advisory Group Advisory Services
Minnesota
$63K +$59.5K +1,500 New

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.