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State Street SPDR Portfolio Emerging Markets ETF

415 hedge funds and large institutions have $2.08B invested in State Street SPDR Portfolio Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 201 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 24

205% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 66

90% more funds holding in top 10

Funds holding in top 10: 2038 (+18)

52% more capital invested

Capital invested by funds: $1.37B → $2.08B (+$707M)

23% more funds holding

Funds holding: 337415 (+78)

2.46% more ownership

Funds ownership: 55.21%57.68% (+2.5%)

Holders
415
Holders Change
+78
Holders Change %
+23.15%
% of All Funds
8.18%
Holding in Top 10
38
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+90%
% of All Funds
0.75%
New
110
Increased
201
Reduced
66
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FSG
51
Financial Strategies Group
Michigan
$7.95M +$7.62M +211,539 New
CFG
52
Cooper Financial Group
California
$7.94M +$2.76M +76,596 +57%
GPWA
53
Great Point Wealth Advisors
Massachusetts
$7.86M +$1.15M +31,782 +18%
CM
54
Columbus Macro
Pennsylvania
$7.71M -$237K -6,582 -3%
VIM
55
VCU Investment Management
Virginia
$7.7M -$2.29M -63,480 -24%
WP
56
WealthPLAN Partners
Nebraska
$7.64M +$220K +6,113 +3%
BP
57
Ballentine Partners
Massachusetts
$7.56M -$908K -25,191 -11%
NEWAS
58
N.E.W. Advisory Services
Wisconsin
$7.54M +$7.23M +200,708 New
IWS
59
Insight Wealth Strategies
California
$7.5M +$171K +4,739 +2%
ACG
60
Allen Capital Group
Nebraska
$7.06M +$236K +6,542 +4%
CFGF
61
Compass Financial Group (Florida)
Florida
$6.87M +$9.08K +252 +0.1%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$6.79M +$450K +12,490 +7%
FFS
63
Founders Financial Securities
Maryland
$6.76M +$6.48M +179,917 New
OSNBOA
64
Old Second National Bank of Aurora
Illinois
$6.62M +$9.69K +269 +0.2%
RJA
65
Raymond James & Associates
Florida
$6.3M +$259K +7,181 +4%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$6.12M
SFM
67
Signet Financial Management
New Jersey
$6.08M +$244K +6,764 +4%
VDFA
68
Vickerman & Driscoll Financial Advisors
Washington
$5.88M +$3.25M +90,309 +137%
CCM
69
CWH Capital Management
Washington
$5.86M +$33.7K +935 +0.6%
BAM
70
Belpointe Asset Management
Nevada
$5.71M +$1.58M +43,764 +40%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$5.61M +$976K +27,079 +22%
LWAC
72
Laurel Wealth Advisors (California)
California
$5.56M +$5.33M +147,938 New
SFP
73
Strategic Financial Planning
Texas
$5.38M +$5.15M +143,004 New
NA
74
NewEdge Advisors
Louisiana
$5.35M +$199K +5,526 +4%
TFA
75
TPG Financial Advisors
Oregon
$5.2M +$324K +9,003 +7%

SPEM Hedge Fund Activity: Q4 2019 in Review

415 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2019, worth a combined $2.08B — up 52% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SPEM positions and 24 closed out — a net gain of 86 holders — while 201 added to existing stakes and 66 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $157M. The largest seller was Focused Wealth Management, cutting an estimated $33.2M.

  • 415 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2019, up from 337 in Q3 2019.
  • Funds reported $2.08B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2019, up 52% quarter-over-quarter.
  • 110 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2019 and 24 closed out, a net change of +86 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2019 was Horizon Investments, an estimated $157M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2019 was Focused Wealth Management, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2019.