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State Street SPDR Portfolio Emerging Markets ETF

580 hedge funds and large institutions have $3.92B invested in State Street SPDR Portfolio Emerging Markets ETF in 2021 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 257 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

65% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 156

13% more funds holding

Funds holding: 515580 (+65)

1.1% more ownership

Funds ownership: 69.52%70.62% (+1.1%)

2% less capital invested

Capital invested by funds: $4.01B → $3.92B (-$84.6M)

26% less funds holding in top 10

Funds holding in top 10: 3526 (-9)

Holders
580
Holders Change
+65
Holders Change %
+12.62%
% of All Funds
8.93%
Holding in Top 10
26
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-25.71%
% of All Funds
0.4%
New
110
Increased
257
Reduced
156
Closed
35
Calls
$1.96M
Puts
Net Calls
+$1.96M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
26
D.J. St. Germain
Massachusetts
$27.7M +$24.3M +567,967 +576%
PFO
27
Pathstone Family Office
New Jersey
$27M +$27.8M +650,926 New
GSIS
28
Global Strategic Investment Solutions
Arizona
$25.8M -$161K -3,764 -0.6%
ACM
29
AlphaStar Capital Management
North Carolina
$25M -$5.31M -124,160 -17%
TC
30
Trilogy Capital
California
$24.8M +$1.32M +30,937 +5%
SWM
31
SigFig Wealth Management
California
$23.3M +$1.85M +43,376 +8%
CIC
32
Cutler Investment Counsel
Oregon
$22.9M +$790K +18,480 +3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$21.4M -$9.67M -226,179 -31%
GLA
34
Great Lakes Advisors
Illinois
$19.3M +$5.25M +122,726 +36%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$18.8M +$277K +6,489 +1%
Mariner
36
Mariner
Kansas
$18.7M -$1.01M -23,524 -5%
Betterment LLC
37
Betterment LLC
New York
$17.8M +$4.9M +114,610 +37%
EFL
38
ERn Financial LLC
Wisconsin
$17.6M +$5.49M +128,463 +44%
RA
39
Rodgers & Associates
Pennsylvania
$17.2M +$672K +15,712 +4%
VA
40
Valmark Advisers
Ohio
$16.7M +$12.4M +289,443 +255%
PAG
41
Private Advisor Group
New Jersey
$16.5M +$1.22M +28,603 +8%
JMFC
42
J.M. Forbes & Co
Massachusetts
$16.2M -$5K -117 -0%
WFPG
43
Waller Financial Planning Group
Ohio
$15.9M +$3.04M +71,113 +23%
FSG
44
Financial Strategies Group
Michigan
$15.8M +$1.55M +36,280 +11%
BS
45
Banco Santander
Spain
$15.7M +$3.11M +72,721 +24%
GI
46
Gradient Investments
Minnesota
$14.9M +$2.37M +55,440 +18%
BPA
47
Beacon Pointe Advisors
California
$14.3M -$467K -10,929 -3%
SEIA
48
Signature Estate & Investment Advisors
California
$14.3M +$1.27M +29,596 +9%
FAAM
49
First Ascent Asset Management
Colorado
$14.1M +$1.93M +45,199 +15%
HighTower Advisors
50
HighTower Advisors
Illinois
$14.1M +$1.68M +39,229 +13%

SPEM Hedge Fund Activity: Q4 2021 in Review

580 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2021, worth a combined $3.92B — down 2.1% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SPEM positions and 35 closed out — a net gain of 75 holders — while 257 added to existing stakes and 156 trimmed.

The largest buyer was Creative Planning, adding an estimated $90.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $136M sold.

  • 580 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2021, up from 515 in Q3 2021.
  • Funds reported $3.92B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2021, down 2.1% quarter-over-quarter.
  • 110 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2021 and 35 closed out, a net change of +75 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2021 was Creative Planning, an estimated $90.6M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2021 was Citadel Advisors, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2021.