We are live on ! Find out more
SPEM icon

State Street SPDR Portfolio Emerging Markets ETF

532 hedge funds and large institutions have $4.23B invested in State Street SPDR Portfolio Emerging Markets ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 272 increasing their positions, 155 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 155

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

1% more funds holding

Funds holding: 525532 (+7)

5% more capital invested

Capital invested by funds: $4.03B → $4.23B (+$200M)

0.52% more ownership

Funds ownership: 66.76%67.28% (+0.52%)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
532
Holders Change
+7
Holders Change %
+1.33%
% of All Funds
9.26%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.7%
New
48
Increased
272
Reduced
155
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$14.6M +$1.25M +27,961 +10%
FSG
52
Financial Strategies Group
Michigan
$14.5M +$1.39M +31,086 +11%
OMC
53
Old Mission Capital
Illinois
$14M +$13.8M +308,498 New
NEWAS
54
N.E.W. Advisory Services
Wisconsin
$14M +$1.46M +32,679 +12%
FHA
55
First Horizon Advisors
Tennessee
$13.9M +$825K +18,433 +6%
HWMA
56
Heritage Wealth Management (Arizona)
Arizona
$13.2M +$12.9M +289,023 New
BPA
57
Beacon Pointe Advisors
California
$13.1M +$5.08M +113,517 +65%
WFPG
58
Waller Financial Planning Group
Ohio
$13M +$392K +8,751 +3%
EFL
59
ERn Financial LLC
Wisconsin
$12.7M +$732K +16,358 +6%
HWM
60
HighMark Wealth Management
Minnesota
$12.7M +$427K +9,545 +4%
GLA
61
Great Lakes Advisors
Illinois
$12.6M +$521K +11,629 +4%
BP
62
Ballentine Partners
Massachusetts
$12.6M +$149K +3,332 +1%
SEIA
63
Signature Estate & Investment Advisors
California
$12.3M +$2.32M +51,716 +24%
AIM
64
Astor Investment Management
Illinois
$11.8M +$398K +8,899 +4%
ACA
65
Atlas Capital Advisors
Wyoming
$11.8M -$1.08M -24,117 -9%
LFG
66
Larson Financial Group
Missouri
$11.7M +$2.4M +53,537 +26%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$10.7M +$4.8M +107,161 +83%
BSWM
68
Boston Standard Wealth Management
Massachusetts
$10.7M +$175K +3,917 +2%
MWM
69
Merriman Wealth Management
Washington
$10.7M -$823K -18,377 -7%
FAAM
70
First Ascent Asset Management
Colorado
$10.5M +$3.12M +69,679 +43%
BFA
71
Brown Financial Advisory
Alabama
$10.4M -$138K -3,089 -1%
APC
72
Aspire Private Capital
North Carolina
$10.4M +$3.47M +77,477 +52%
LWAC
73
Laurel Wealth Advisors (California)
California
$10M +$672K +15,003 +7%
FEG
74
Financial Enhancement Group
Indiana
$9.93M -$457K -10,215 -4%
IA
75
IFP Advisors
Florida
$9.18M +$765K +17,089 +9%

SPEM Hedge Fund Activity: Q2 2021 in Review

532 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q2 2021, worth a combined $4.23B — up 5% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPEM positions and 33 closed out — a net gain of 15 holders — while 272 added to existing stakes and 155 trimmed.

The largest buyer was Weitzel Financial Services, adding an estimated $124M. The largest seller was AssetMark Inc, cutting an estimated $147M.

  • 532 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q2 2021, up from 525 in Q1 2021.
  • Funds reported $4.23B of State Street SPDR Portfolio Emerging Markets ETF stock for Q2 2021, up 5% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q2 2021 and 33 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q2 2021 was Weitzel Financial Services, an estimated $124M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q2 2021 was AssetMark Inc, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2021.