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State Street SPDR Portfolio Emerging Markets ETF

525 hedge funds and large institutions have $4.03B invested in State Street SPDR Portfolio Emerging Markets ETF in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 225 increasing their positions, 161 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 21

40% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 161

19% more capital invested

Capital invested by funds: $3.37B → $4.03B (+$656M)

16% more funds holding in top 10

Funds holding in top 10: 3743 (+6)

10% more funds holding

Funds holding: 476525 (+49)

1.34% more ownership

Funds ownership: 65.42%66.76% (+1.3%)

Holders
525
Holders Change
+49
Holders Change %
+10.29%
% of All Funds
9.22%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.76%
New
74
Increased
225
Reduced
161
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
TownSquare Capital
Utah
$35.9M -$625K -13,986 -2%
CPO
27
Cerity Partners OCIO
New York
$31.4M +$1.57M +35,081 +5%
HI
28
Horizon Investments
North Carolina
$31.3M +$31.9M +714,611 New
BCI
29
Brinker Capital Investments
Pennsylvania
$30.5M -$6.69M -149,686 -18%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$30M +$4.2M +94,029 +16%
GSIS
31
Global Strategic Investment Solutions
Arizona
$28.7M -$590K -13,195 -2%
UCFA
32
United Capital Financial Advisors
Texas
$27.6M -$1.12M -24,948 -4%
IC
33
Iconiq Capital
California
$27.4M -$23.5K -525 -0.1%
TC
34
Trilogy Capital
California
$24.8M +$352K +7,867 +1%
CIC
35
Cutler Investment Counsel
Oregon
$21.8M +$221K +4,939 +1%
PI
36
PFS Investments
Georgia
$19.8M -$62M -1,387,125 -75%
BS
37
Banco Santander
Spain
$19.4M -$916K -20,482 -4%
PPA
38
Parametric Portfolio Associates
Washington
$19.1M +$5.15M +115,140 +36%
BL
39
Balentine LLC
Georgia
$18.9M +$5.21M +116,497 +37%
SWM
40
SigFig Wealth Management
California
$18.9M +$2.1M +47,065 +12%
ACM
41
AlphaStar Capital Management
North Carolina
$18.7M -$724K -16,192 -4%
GWM
42
Geneos Wealth Management
Colorado
$18.4M +$895K +20,017 +5%
ACA
43
Aptus Capital Advisors
Alabama
$18.1M +$7.46M +166,969 +67%
JMFC
44
J.M. Forbes & Co
Massachusetts
$17M +$325K +7,282 +2%
RA
45
Rodgers & Associates
Pennsylvania
$16.1M -$188K -4,205 -1%
LCWP
46
Legacy Capital Wealth Partners
Arkansas
$15.9M +$3.26K +73 +0%
Mariner
47
Mariner
Kansas
$15.8M +$4.26M +95,257 +36%
OBWG
48
Onyx Bridge Wealth Group
New York
$15.5M +$3.26M +73,032 +26%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$14.6M +$474K +10,610 +3%
PAG
50
Private Advisor Group
New Jersey
$13.6M +$6.07M +135,749 +78%

SPEM Hedge Fund Activity: Q1 2021 in Review

525 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q1 2021, worth a combined $4.03B — up 19% from $3.37B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SPEM positions and 21 closed out — a net gain of 53 holders — while 225 added to existing stakes and 161 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $153M. The largest seller was PFS Investments, cutting an estimated $62M.

  • 525 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q1 2021, up from 476 in Q4 2020.
  • Funds reported $4.03B of State Street SPDR Portfolio Emerging Markets ETF stock for Q1 2021, up 19% quarter-over-quarter.
  • 74 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q1 2021 and 21 closed out, a net change of +53 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q1 2021 was AssetMark Inc, an estimated $153M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q1 2021 was PFS Investments, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2021.