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State Street SPDR Portfolio Emerging Markets ETF
SPEM

525 hedge funds and large institutions have $4.03B invested in State Street SPDR Portfolio Emerging Markets ETF in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 225 increasing their positions, 161 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 21

40% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 161

19% more capital invested

Capital invested by funds: $3.37B → $4.03B (+$656M)

16% more funds holding in top 10

Funds holding in top 10: 37 → 43 (+6)

10% more funds holding

Funds holding: 476 → 525 (+49)

1.34% more ownership

Funds ownership: 65.42% → 66.76% (+1.3%)

Holders
525
Holders Change
+49
Holders Change %
+10.29%
% of All Funds
9.22%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.76%
New
74
Increased
225
Reduced
161
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$153M
2
Citadel Advisors
Citadel Advisors
Florida
+$112M
3
Jane Street
Jane Street
New York
+$69.1M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$56.3M
5
HI
Horizon Investments
North Carolina
+$31.9M

Top Sellers

Rank Fund Capital Flow
1
PI
PFS Investments
Georgia
-$62M
2
FI
FormulaFolio Investments
Michigan
-$48.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.6M
4
GI
Gradient Investments
Minnesota
-$9.25M
5
OSNBOA
Old Second National Bank of Aurora
Illinois
-$7.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
401
Narus Financial Partners
Utah
$260K +$266K +5,948 New
TSA
402
Tri-Star Advisors
Texas
$259K +$261K +5,841 New
FIM
403
Fernwood Investment Management
Massachusetts
$258K – – –
WP
404
WealthPLAN Partners
Nebraska
$258K +$1.7K +38 +0.7%
PWM
405
Prentice Wealth Management
New York
$258K +$263K +5,883 New
AWM
406
Altavista Wealth Management
North Carolina
$256K +$10.1K +225 +4%
CL
407
COWA LLC
Oklahoma
$256K +$69.5K +1,554 +36%
CA
408
Cetera Advisors
Colorado
$256K +$261K +5,836 New
NFG
409
Next Financial Group
Texas
$255K +$57.8K +1,293 +29%
KCPG
410
Kavar Capital Partners Group
Kansas
$253K – – –
HIP
411
HUB Investment Partners
Texas
$250K -$13K -291 -5%
RSWM
412
Robertson Stephens Wealth Management
California
$250K – – –
IA
413
IFG Advisory
Georgia
$248K -$861K -19,261 -77%
YAL
414
Your Advocates Ltd
Texas
$245K -$72K -1,610 -22%
MFA
415
McClarren Financial Advisors
Pennsylvania
$245K -$4.2K -94 -2%
CIBC Private Wealth Group
416
CIBC Private Wealth Group
Georgia
$245K – – –
PNC Financial Services Group
417
PNC Financial Services Group
Pennsylvania
$244K -$12.6K -282 -5%
FIM
418
Freedom Investment Management
Connecticut
$244K +$249K +5,581 New
BWM
419
BT Wealth Management
Georgia
$243K – – –
SFP
420
Strategic Financial Planning
Texas
$240K +$16.9K +379 +7%
Fidelity Investments
421
Fidelity Investments
Massachusetts
$237K +$3.08K +69 +1%
AP
422
Advisor Partners
California
$236K -$2.73K -61 -1%
SWM
423
Spire Wealth Management
Virginia
$236K +$669K +14,962 New
ECM
424
Evergreen Capital Management
Washington
$232K – – –
CT
425
Caldwell Trust
Florida
$225K +$230K +5,140 New
15 16
17
18 19

SPEM Hedge Fund Activity: Q1 2021 in Review

525 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q1 2021, worth a combined $4.03B — up 19% from $3.37B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SPEM positions and 21 closed out — a net gain of 53 holders — while 225 added to existing stakes and 161 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $153M. The largest seller was PFS Investments, cutting an estimated $62M.

  • 525 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q1 2021, up from 476 in Q4 2020.
  • Funds reported $4.03B of State Street SPDR Portfolio Emerging Markets ETF stock for Q1 2021, up 19% quarter-over-quarter.
  • 74 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q1 2021 and 21 closed out, a net change of +53 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q1 2021 was AssetMark Inc, an estimated $153M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q1 2021 was PFS Investments, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2021.