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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
OPA
426
Old Port Advisors
Maine
$201K +$206K +4,748 New
HNB
427
Huntington National Bank
Ohio
$200K
CWP
428
Concord Wealth Partners
Virginia
$199K -$210K -4,842 -51%
Fifth Third Bancorp
429
Fifth Third Bancorp
Ohio
$199K -$14K -323 -6%
FA
430
Faithward Advisors
Pennsylvania
$182K -$478 -11 -0.3%
APA
431
American Portfolios Advisors
New York
$178K -$14.8K -342 -8%
LWANC
432
Laurel Wealth Advisors (North Carolina)
North Carolina
$169K +$76K +1,750 +79%
SMA
433
Sage Mountain Advisors
Georgia
$166K +$217 +5 +0.1%
Bank of Montreal
434
Bank of Montreal
Ontario, Canada
$157K +$13.9K +321 +9%
DWP
435
Destiny Wealth Partners
Florida
$151K +$154K +3,546 New
Simplex Trading
436
Simplex Trading
Illinois
$150K
TCWM
437
Total Clarity Wealth Management
Illinois
$148K +$151K +3,469 New
EK
438
Evensky & Katz
Florida
$141K -$21.6K -498 -13%
BlackRock
439
BlackRock
New York
$141K -$7.47K -172 -5%
SSB
440
Sandy Spring Bank
Maryland
$138K
AWM
441
Avior Wealth Management
Nebraska
$135K -$23.6K -543 -15%
CT
442
Caldwell Trust
Florida
$125K -$29.5K -680 -19%
KFS
443
Kelly Financial Services
Massachusetts
$125K -$2.47M -56,996 -95%
RFA
444
Reilly Financial Advisors
California
$112K -$3.47K -80 -3%
BA
445
Bellwether Advisors
Nebraska
$112K
GIA
446
Goodwin Investment Advisory
Georgia
$110K
WOSD
447
WFA of San Diego
California
$104K +$106K +2,449 New
LFASL
448
Lugano Financial Advisors SA (LFA)
Switzerland
$103K -$28.4K -654 -21%
VNA
449
Valley National Advisers
Pennsylvania
$103K -$564 -13 -0.5%
AWM
450
Activest Wealth Management
Florida
$95K

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.