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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
Mercer Global Advisors
401
Mercer Global Advisors
Colorado
$256K -$123K -2,825 -32%
BFA
402
Beacon Financial Advisory
Ohio
$255K
TNA
403
True North Advisors
Texas
$255K
FIM
404
Fernwood Investment Management
Massachusetts
$255K +$4.34K +100 +2%
AWM
405
Altavista Wealth Management
North Carolina
$254K -$4.73K -109 -2%
WP
406
WealthPLAN Partners
Nebraska
$250K -$5.95K -137 -2%
KCPG
407
Kavar Capital Partners Group
Kansas
$247K
CIBC Private Wealth Group
408
CIBC Private Wealth Group
Georgia
$238K
RSWM
409
Robertson Stephens Wealth Management
California
$238K
CFAM
410
Center For Asset Management
Florida
$235K -$323K -7,447 -57%
PWM
411
Prentice Wealth Management
New York
$235K -$2.78K -64 -1%
CIAS
412
Capital Investment Advisory Services
North Carolina
$234K -$5.62M -129,518 -96%
PNC Financial Services Group
413
PNC Financial Services Group
Pennsylvania
$233K
AMM
414
American Money Management
California
$231K +$236K +5,436 New
MFA
415
McClarren Financial Advisors
Pennsylvania
$227K +$478 +11 +0.2%
VC
416
Vicus Capital
Pennsylvania
$223K +$22.1K +510 +11%
AP
417
Advisor Partners
California
$222K -$564 -13 -0.2%
PWG
418
Private Wealth Group
Florida
$219K +$223K +5,143 New
RHBC
419
R.H. Bluestein & Co
Michigan
$217K +$222K +5,107 New
MWC
420
MBM Wealth Consultants
Missouri
$215K +$16.9K +389 +8%
WT
421
Washington Trust
Rhode Island
$214K
C
422
Certuity
Florida
$209K
RIA
423
Realta Investment Advisors
Delaware
$209K +$213K +4,905 New
NFG
424
Next Financial Group
Texas
$205K -$58.8K -1,355 -22%
Prudential Financial
425
Prudential Financial
New Jersey
$204K +$204K +4,709 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.