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State Street SPDR Portfolio Emerging Markets ETF

476 hedge funds and large institutions have $3.37B invested in State Street SPDR Portfolio Emerging Markets ETF in 2020 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 201 increasing their positions, 140 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 22

44% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 140

21% more capital invested

Capital invested by funds: $2.78B → $3.37B (+$597M)

19% more funds holding in top 10

Funds holding in top 10: 3137 (+6)

15% more funds holding

Funds holding: 414476 (+62)

2.04% more ownership

Funds ownership: 63.38%65.42% (+2%)

Holders
476
Holders Change
+62
Holders Change %
+14.98%
% of All Funds
8.42%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.65%
New
91
Increased
201
Reduced
140
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
26
Cerity Partners OCIO
New York
$28.7M +$2.06M +51,879 +8%
GSIS
27
Global Strategic Investment Solutions
Arizona
$28.2M +$56.4K +1,420 +0.2%
UCFA
28
United Capital Financial Advisors
Texas
$27.6M -$110K -2,782 -0.4%
IC
29
Iconiq Capital
California
$26.4M +$278K +7,006 +1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$24.9M +$1.36M +34,290 +6%
TC
31
Trilogy Capital
California
$23.6M +$862K +21,719 +4%
LIA
32
Luken Investment Analytics
Tennessee
$21.2M +$20M +503,956 New
CIC
33
Cutler Investment Counsel
Oregon
$20.7M +$700K +17,644 +4%
BS
34
Banco Santander
Spain
$19.6M +$957K +24,109 +5%
ACM
35
AlphaStar Capital Management
North Carolina
$19.5M -$416K -10,469 -2%
SWM
36
SigFig Wealth Management
California
$16.2M +$482K +12,133 +3%
JMFC
37
J.M. Forbes & Co
Massachusetts
$16.1M +$15.1M +381,412 New
RA
38
Rodgers & Associates
Pennsylvania
$15.6M +$14.7M +370,847 New
WSTAM
39
Wilbanks Smith & Thomas Asset Management
Virginia
$15.5M +$14.1M +355,947 +3,324%
LCWP
40
Legacy Capital Wealth Partners
Arkansas
$15.3M +$14.4M +362,949 New
ACA
41
Atlas Capital Advisors
Wyoming
$13.7M -$193K -4,874 -1%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$13.6M +$1.8M +45,342 +16%
PPA
43
Parametric Portfolio Associates
Washington
$13.5M -$93.7K -2,361 -0.7%
RIM
44
Redwood Investment Management
Arizona
$13.5M -$2.24M -56,385 -15%
BL
45
Balentine LLC
Georgia
$13.3M -$153K -3,855 -1%
FHA
46
First Horizon Advisors
Tennessee
$12.1M +$40K +1,008 +0.4%
FSG
47
Financial Strategies Group
Michigan
$12M +$858K +21,620 +8%
BP
48
Ballentine Partners
Massachusetts
$11.9M -$273K -6,889 -2%
OBWG
49
Onyx Bridge Wealth Group
New York
$11.8M +$11.1M +280,127 New
HighTower Advisors
50
HighTower Advisors
Illinois
$11.7M +$2.81M +70,837 +34%

SPEM Hedge Fund Activity: Q4 2020 in Review

476 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2020, worth a combined $3.37B — up 21% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPEM positions and 22 closed out — a net gain of 69 holders — while 201 added to existing stakes and 140 trimmed.

The largest buyer was LPL Financial, adding an estimated $42M. The largest seller was Horizon Investments, exiting entirely with an estimated $120M sold.

  • 476 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2020, up from 414 in Q3 2020.
  • Funds reported $3.37B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 91 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2020 and 22 closed out, a net change of +69 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2020 was LPL Financial, an estimated $42M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2020 was Horizon Investments, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2020.