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State Street SPDR Portfolio Emerging Markets ETF

532 hedge funds and large institutions have $4.23B invested in State Street SPDR Portfolio Emerging Markets ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 272 increasing their positions, 155 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 155

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

1% more funds holding

Funds holding: 525532 (+7)

5% more capital invested

Capital invested by funds: $4.03B → $4.23B (+$200M)

0.52% more ownership

Funds ownership: 66.76%67.28% (+0.52%)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
532
Holders Change
+7
Holders Change %
+1.33%
% of All Funds
9.26%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.7%
New
48
Increased
272
Reduced
155
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
401
Lehman & Derafelo Financial Resources
Pennsylvania
$312K
MIM
402
Macroview Investment Management
Maryland
$309K +$24.1K +538 +9%
WT
403
Whittier Trust
California
$308K
EWA
404
Encompass Wealth Advisors
Oregon
$306K
FIM
405
Freedom Investment Management
Connecticut
$302K +$47K +1,050 +19%
Goldman Sachs
406
Goldman Sachs
New York
$300K
DWM
407
Dakota Wealth Management
Florida
$300K +$6.98K +156 +2%
PCA
408
Personal Capital Advisors
California
$298K +$12.2K +273 +4%
TA
409
Tectonic Advisors
Texas
$295K -$144K -3,225 -33%
IA
410
IFG Advisory
Georgia
$293K +$33.9K +758 +13%
VIP
411
Vantage Investment Partners
Missouri
$292K +$2.24K +50 +0.8%
FPCP
412
Fort Point Capital Partners
California
$290K +$4.97K +111 +2%
CPIG
413
Chicago Partners Investment Group
Illinois
$288K +$302K +6,752 New
ECM
414
Evergreen Capital Management
Washington
$286K +$44.5K +993 +19%
GKWIM
415
Gerber Kawasaki Wealth & Investment Management
California
$281K +$65.4K +1,461 +31%
1832 Asset Management
416
1832 Asset Management
Ontario, Canada
$280K
NFG
417
Next Financial Group
Texas
$280K +$16.2K +362 +6%
AWM
418
Altavista Wealth Management
North Carolina
$277K +$10.5K +235 +4%
FMWA
419
Forvis Mazars Wealth Advisors
Missouri
$276K -$33.1K -740 -11%
ASW
420
Astoria Strategic Wealth
Texas
$276K
BFA
421
Beacon Financial Advisory
Ohio
$273K -$26.2K -585 -9%
TNA
422
True North Advisors
Texas
$273K
BHWM
423
Bay Harbor Wealth Management
Maryland
$271K -$213K -4,757 -44%
LFAS
424
Level Four Advisory Services
Texas
$269K -$130K -2,911 -33%
FIM
425
Fernwood Investment Management
Massachusetts
$268K

SPEM Hedge Fund Activity: Q2 2021 in Review

532 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q2 2021, worth a combined $4.23B — up 5% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPEM positions and 33 closed out — a net gain of 15 holders — while 272 added to existing stakes and 155 trimmed.

The largest buyer was Weitzel Financial Services, adding an estimated $124M. The largest seller was AssetMark Inc, cutting an estimated $147M.

  • 532 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q2 2021, up from 525 in Q1 2021.
  • Funds reported $4.23B of State Street SPDR Portfolio Emerging Markets ETF stock for Q2 2021, up 5% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q2 2021 and 33 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q2 2021 was Weitzel Financial Services, an estimated $124M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q2 2021 was AssetMark Inc, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2021.