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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
BI
476
Ballast Inc
Kentucky
-$1.01M -27,695 Closed
ACP
477
Aveo Capital Partners
Colorado
-$791K -21,623 Closed
SWP
478
Summit Wealth Partners
Florida
-$539K -14,754 Closed
WP
479
WealthShield Partners
North Carolina
-$502K -13,740 Closed
EH
480
Equitable Holdings
New York
-$395K -10,808 Closed
SCP
481
Syntal Capital Partners
Texas
-$307K -8,413 Closed
PWM
482
Paulson Wealth Management
Illinois
-$237K -6,496 Closed
Mercer Global Advisors
483
Mercer Global Advisors
Colorado
-$206K -5,626 Closed
CPW
484
Catalyst Private Wealth
California
-$161K -4,416 Closed
VC
485
Vicus Capital
Pennsylvania
-$137K -3,760 Closed
CSPIA
486
Cary Street Partners Investment Advisory
Virginia
-$126K -3,457 Closed
GSWM
487
Golden State Wealth Management
California
-$110K -3,014 Closed
AF
488
Affiance Financial
Minnesota
-$58K -1,581 Closed
FMP
489
Financial Management Professionals
Texas
-$55K -1,494 Closed
PFS
490
Prospera Financial Services
Texas
-$24K -664 Closed
BWM
491
BNC Wealth Management
Oregon
-$18K -485 Closed
CHAM
492
Clear Harbor Asset Management
Connecticut
-$8.59K -235 Closed
BFG
493
Baron Financial Group
New Jersey
-$7.53K -206 Closed
PFG
494
Pacific Financial Group
Washington
-$1K -18 Closed
TWP
495
TFO Wealth Partners
Ohio
+$159 +4 New
OFG
496
Oxford Financial Group
Indiana
+$198 +5 New
SIAG
497
Safeguard Investment Advisory Group
California
+$198 +5 New
GA
498
GoalVest Advisory
New York
+$437 +11 New

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.