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State Street SPDR Portfolio Emerging Markets ETF
SPEM

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: 37 → 43 (+6)

10% more funds holding

Funds holding: 476 → 525 (+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
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$153M
2
Citadel Advisors
Citadel Advisors
Florida
+$112M
3
Jane Street
Jane Street
New York
+$69.1M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$56.3M
5
HI
Horizon Investments
North Carolina
+$31.9M

Top Sellers

Rank Fund Capital Flow
1
PI
PFS Investments
Georgia
-$62M
2
FI
FormulaFolio Investments
Michigan
-$48.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.6M
4
GI
Gradient Investments
Minnesota
-$9.25M
5
OSNBOA
Old Second National Bank of Aurora
Illinois
-$7.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
M
501
MOTCO
Texas
$10K – – –
AA
502
Ancora Advisors
Ohio
$10K +$2.37K +53 +31%
NFSG
503
Newbridge Financial Services Group
Florida
$10K +$4.87K +109 +89%
KFS
504
Kelly Financial Services
Massachusetts
$9.62K – – –
AIP
505
Ameritas Investment Partners
Nebraska
$9K – – –
DTIM
506
Danda Trouve Investment Management
Kansas
$8K – – –
GWMIA
507
Global Wealth Management Investment Advisory
Florida
$8K +$7.69K +172 New
TLFA
508
True Link Financial Advisors
California
$5K – – –
AIL
509
AGF Investments LLC
Ontario, Canada
$4K +$2.5K +56 +133%
COCM
510
Charter Oak Capital Management
New Hampshire
$4K +$3.98K +89 New
SWA
511
Sutton Wealth Advisors
Florida
$3.77K – – –
AWM
512
Accel Wealth Management
Iowa
$3K – – –
MD
513
Money Design
Japan
$3K +$3.08K +69 New
FGAM
514
Financial Gravity Asset Management
Texas
$2.73K +$497K +11,115 +22%
MA
515
MBA Advisors
Pennsylvania
$2.58K +$2.64M +59,013 New
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
PWMG
517
Prestige Wealth Management Group
New Jersey
$2K – – –
VBCG
518
Valley Brook Capital Group
Pennsylvania
$2K +$2.06K +46 New
MIH
519
Meitav Investment House
Israel
$1.9K -$76.9K -1,720 -4%
TWA
520
TCI Wealth Advisors
Arizona
$1K – – –
OFG
521
Oxford Financial Group
Indiana
$1K +$894 +20 +400%
TWP
522
TFO Wealth Partners
Ohio
$1K +$894 +20 +500%
BSG
523
Black Swift Group
Colorado
$1K +$1.03K +23 New
S
524
SignatureFD
Georgia
$1K +$1.43K +32 New
BBHC
525
Brown Brothers Harriman & Co
New York
$432 +$78.6K +1,759 +22%
18 19 20
21
22

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.