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State Street SPDR Portfolio Emerging Markets ETF

287 hedge funds and large institutions have $1.16B invested in State Street SPDR Portfolio Emerging Markets ETF in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 120 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 24

140% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 50

108% more funds holding in top 10

Funds holding in top 10: 1225 (+13)

54% more capital invested

Capital invested by funds: $751M → $1.16B (+$408M)

33% more funds holding

Funds holding: 215287 (+72)

8.91% more ownership

Funds ownership: 50.67%59.57% (+8.9%)

Holders
287
Holders Change
+72
Holders Change %
+33.49%
% of All Funds
6.39%
Holding in Top 10
25
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+108.33%
% of All Funds
0.56%
New
97
Increased
120
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
51
Winch Advisory Services
Wisconsin
$4.22M -$186K -5,648 -4%
GPWA
52
Great Point Wealth Advisors
Massachusetts
$4.18M +$4.26M +129,096 New
SAM
53
Securian Asset Management
Minnesota
$4.07M +$4.15M +125,835 New
AF
54
Affiance Financial
Minnesota
$3.98M +$4.05M +122,910 New
RWA
55
Redhawk Wealth Advisors
Minnesota
$3.93M +$2.34M +71,108 +168%
BFG
56
Barber Financial Group
Kansas
$3.88M +$10.2K +309 +0.3%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$3.83M +$64.4K +1,952 +2%
FI
58
FormulaFolio Investments
Michigan
$3.52M
CWM
59
Capital Wealth Management
Rhode Island
$3.48M +$76.9K +2,331 +2%
SFM
60
Signet Financial Management
New Jersey
$3.47M +$399K +12,094 +13%
WFPG
61
Waller Financial Planning Group
Ohio
$3.27M +$3.34M +101,141 New
AFP
62
Ausdal Financial Partners
Iowa
$3.15M -$811K -24,594 -20%
MGIA
63
Moneta Group Investment Advisors
Missouri
$3.13M -$502K -15,231 -14%
CPO
64
Cerity Partners OCIO
New York
$3.13M +$2.13M +64,739 +202%
SC
65
Savant Capital
Illinois
$3.1M +$280K +8,482 +10%
GP
66
Girard Partners
Pennsylvania
$3.09M +$988K +29,967 +46%
CIC
67
Cutler Investment Counsel
Oregon
$3.02M -$211K -6,389 -6%
GWM
68
Geneos Wealth Management
Colorado
$3.01M +$44.9K +1,361 +1%
SCM
69
Sterneck Capital Management
Missouri
$2.97M -$361K -10,962 -11%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$2.95M +$186K +5,627 +7%
TFA
71
TPG Financial Advisors
Oregon
$2.76M +$2.81M +85,154 New
SFG
72
StrategIQ Financial Group
Indiana
$2.74M +$894K +27,122 +47%
VF
73
Virtu Financial
New York
$2.7M +$2.75M +83,373 New
WCM
74
Windsor Capital Management
Arizona
$2.65M +$450K +13,632 +20%
CAI
75
Capital Advisors Inc
Oklahoma
$2.47M +$2.52M +76,394 New

SPEM Hedge Fund Activity: Q4 2018 in Review

287 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2018, worth a combined $1.16B — up 54% from $751M a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new SPEM positions and 24 closed out — a net gain of 73 holders — while 120 added to existing stakes and 50 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $131M. The largest seller was Stadion Money Management, cutting an estimated $23.3M.

  • 287 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2018, up from 215 in Q3 2018.
  • Funds reported $1.16B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2018, up 54% quarter-over-quarter.
  • 97 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2018 and 24 closed out, a net change of +73 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2018 was Horizon Investments, an estimated $131M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2018 was Stadion Money Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2018.