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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
IA
451
IFG Advisors
Missouri
$203K +$199K +4,451 New
CPW
452
Catalyst Private Wealth
California
$201K +$198K +4,416 New
PWM
453
Penobscot Wealth Management
Maine
$201K +$198K +4,417 New
FA
454
Faithward Advisors
Pennsylvania
$195K +$313 +7 +0.2%
SMA
455
Sage Mountain Advisors
Georgia
$177K -$2.15K -48 -1%
EK
456
Evensky & Katz
Florida
$173K +$6.18K +138 +4%
AWM
457
Avior Wealth Management
Nebraska
$169K -$20.9K -467 -11%
CT
458
Caldwell Trust
Florida
$165K -$67.8K -1,515 -29%
CP
459
Castleview Partners
Texas
$163K +$160K +3,573 New
BlackRock
460
BlackRock
New York
$159K +$42.3K +945 +37%
Bank of Montreal
461
Bank of Montreal
Ontario, Canada
$157K +$153K +3,421 New
Simplex Trading
462
Simplex Trading
Illinois
$151K +$149K +3,320 New
SSB
463
Sandy Spring Bank
Maryland
$147K
LFASL
464
Lugano Financial Advisors SA (LFA)
Switzerland
$140K -$48.7K -1,088 -26%
RFA
465
Reilly Financial Advisors
California
$123K +$6.49K +145 +6%
BA
466
Bellwether Advisors
Nebraska
$120K
LAS
467
Lloyd Advisory Services
Georgia
$118K +$627 +14 +0.5%
GIA
468
Goodwin Investment Advisory
Georgia
$117K
VNA
469
Valley National Advisers
Pennsylvania
$111K -$224 -5 -0.2%
DA
470
DCM Advisors
New York
$105K
AWM
471
Activest Wealth Management
Florida
$102K
LWANC
472
Laurel Wealth Advisors (North Carolina)
North Carolina
$101K +$627 +14 +0.6%
HS
473
Horan Securities
United States
$97K +$90 +2 +0.1%
HFA
474
Hoover Financial Advisors
Pennsylvania
$77K +$582 +13 +0.8%
T2I
475
Turim 21 Investimentos
Brazil
$75K +$74.2K +1,657 New

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.