We are live on ! Find out more
SPEM icon

State Street SPDR Portfolio Emerging Markets ETF
SPEM

123 hedge funds and large institutions have $557M invested in State Street SPDR Portfolio Emerging Markets ETF in 2017 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 8

107% more capital invested

Capital invested by funds: $270M → $557M (+$288M)

95% more funds holding

Funds holding: 63 → 123 (+60)

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

62.1% less ownership

Funds ownership: 116.72% → 54.62% (-62%)

Holders
123
Holders Change
+60
Holders Change %
+95.24%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.14%
New
68
Increased
26
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMM
Stadion Money Management
Georgia
+$64.1M
2
MFS
McNamara Financial Services
Massachusetts
+$31.5M
3
Wells Fargo
Wells Fargo
California
+$25.1M
4
GFPC
Global Financial Private Capital
Florida
+$17.3M
5
AIM
Astor Investment Management
Illinois
+$16.9M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$61.2M
2
BCM
Brookstone Capital Management
Illinois
-$6.73M
3
Jane Street
Jane Street
New York
-$2.94M
4
FTUS
Flow Traders U.S.
New York
-$2.65M
5
VF
Virtu Financial
New York
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$2.75M +$2.69M +72,192 New
YP
27
Yellowstone Partners
Idaho
$2.55M -$20.2K -543 -0.8%
SS
28
Simplicity Solutions
Minnesota
$2.52M +$2.46M +66,135 New
FEG
29
Financial Enhancement Group
Indiana
$2.49M +$2.42M +65,157 New
JP Morgan Chase
30
JP Morgan Chase
New York
$2.35M -$68.3K -1,835 -3%
FTS
31
Fifth Third Securities
Ohio
$2.34M +$133K +3,576 +6%
Jane Street
32
Jane Street
New York
$2.25M -$2.94M -79,048 -57%
FI
33
FormulaFolio Investments
Michigan
$2.24M +$2.18M +58,629 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.08M +$2.03M +54,453 New
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.95M +$993K +26,684 +109%
GP
36
Girard Partners
Pennsylvania
$1.86M +$1.81M +48,760 New
OC
37
Oarsman Capital
Wisconsin
$1.8M +$1.75M +47,116 New
GI
38
Gradient Investments
Minnesota
$1.7M +$1.66M +44,565 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.6M +$774K +20,808 +99%
SC
40
Savant Capital
Illinois
$1.58M +$1.54M +41,398 New
AWMG
41
Alliance Wealth Management Group
New Jersey
$1.56M +$1.52M +40,918 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.54M -$309K -8,315 -17%
UCFA
43
United Capital Financial Advisors
Texas
$1.48M -$163K -4,386 -10%
SFG
44
StrategIQ Financial Group
Indiana
$1.46M +$1.42M +38,151 New
JMPWA
45
JP Morgan Private Wealth Advisors
California
$1.36M +$1.32M +35,553 New
SEIA
46
Signature Estate & Investment Advisors
California
$1.28M +$37K +994 +3%
CAC
47
Certified Advisory Corp
Florida
$1.2M +$1.17M +31,578 New
SFM
48
Signet Financial Management
New Jersey
$1.09M +$1.06M +28,572 New
ACM
49
AlphaStar Capital Management
North Carolina
$1.06M +$1.03M +27,804 New
RA
50
RFG Advisory
Alabama
$978K +$954K +25,639 New
1
2
3 4 5

SPEM Hedge Fund Activity: Q4 2017 in Review

123 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2017, worth a combined $557M — up 107% from $270M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPEM positions and 8 closed out — a net gain of 60 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Stadion Money Management, opening a new position worth an estimated $64.1M. The largest seller was AssetMark Inc, cutting an estimated $61.2M.

  • 123 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2017, up from 63 in Q3 2017.
  • Funds reported $557M of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2017, up 107% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2017 and 8 closed out, a net change of +60 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2017 was Stadion Money Management, an estimated $64.1M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2017 was AssetMark Inc, an estimated $61.2M sold.

Based on aggregated 13F filings for Q4 2017.