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State Street SPDR Portfolio Emerging Markets ETF

287 hedge funds and large institutions have $1.16B invested in State Street SPDR Portfolio Emerging Markets ETF in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 120 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 24

140% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 50

108% more funds holding in top 10

Funds holding in top 10: 1225 (+13)

54% more capital invested

Capital invested by funds: $751M → $1.16B (+$408M)

33% more funds holding

Funds holding: 215287 (+72)

8.91% more ownership

Funds ownership: 50.67%59.57% (+8.9%)

Holders
287
Holders Change
+72
Holders Change %
+33.49%
% of All Funds
6.39%
Holding in Top 10
25
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+108.33%
% of All Funds
0.56%
New
97
Increased
120
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$13.5M +$4.16M +126,286 +43%
GFPC
27
Global Financial Private Capital
Florida
$10.5M -$3.21M -97,437 -23%
FHA
28
First Horizon Advisors
Tennessee
$9.29M -$150K -4,556 -2%
VIM
29
VCU Investment Management
Virginia
$8.92M +$953K +28,908 +12%
BS
30
Banco Santander
Spain
$8.24M +$1.36M +41,380 +19%
SWM
31
SigFig Wealth Management
California
$8.04M +$92.9K +2,818 +1%
PSG
32
Planning Solutions Group
Maryland
$7.72M +$7.87M +238,636 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$7.58M +$1.12M +33,889 +17%
WI
34
WrapManager Inc
California
$7.29M +$895K +27,130 +14%
FFS
35
Founders Financial Securities
Maryland
$6.89M +$7.02M +212,901 New
LPL Financial
36
LPL Financial
California
$6.82M +$3.83M +116,119 +123%
BP
37
Ballentine Partners
Massachusetts
$6.76M +$6.89M +208,869 New
BSWM
38
Boston Standard Wealth Management
Massachusetts
$6.72M +$412K +12,485 +6%
SCP
39
Syntal Capital Partners
Texas
$6.41M +$6.44M +195,345 New
AG
40
Advisor Group
Arizona
$6.07M +$4.6M +139,457 +290%
WSTAM
41
Wilbanks Smith & Thomas Asset Management
Virginia
$5.93M +$2.41M +73,154 +67%
WP
42
WealthPLAN Partners
Nebraska
$5.86M -$24.1K -731 -0.4%
PFA
43
Pure Financial Advisors
California
$5.81M +$1.27M +38,387 +27%
JMFC
44
J.M. Forbes & Co
Massachusetts
$5.74M +$5.85M +177,430 New
ACM
45
AlphaStar Capital Management
North Carolina
$5.55M -$2.51M -76,072 -31%
EFL
46
ERn Financial LLC
Wisconsin
$5.45M +$5.56M +168,498 New
TC
47
Trilogy Capital
California
$5.02M -$81.3K -2,466 -2%
OSNBOA
48
Old Second National Bank of Aurora
Illinois
$4.83M +$3.34M +101,201 +211%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$4.82M +$1.95M +59,088 +66%
AAS
50
Annex Advisory Services
Wisconsin
$4.37M +$1.76M +53,239 +65%

SPEM Hedge Fund Activity: Q4 2018 in Review

287 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2018, worth a combined $1.16B — up 54% from $751M a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new SPEM positions and 24 closed out — a net gain of 73 holders — while 120 added to existing stakes and 50 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $131M. The largest seller was Stadion Money Management, cutting an estimated $23.3M.

  • 287 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2018, up from 215 in Q3 2018.
  • Funds reported $1.16B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2018, up 54% quarter-over-quarter.
  • 97 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2018 and 24 closed out, a net change of +73 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2018 was Horizon Investments, an estimated $131M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2018 was Stadion Money Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2018.