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State Street SPDR Portfolio Emerging Markets ETF

580 hedge funds and large institutions have $3.92B invested in State Street SPDR Portfolio Emerging Markets ETF in 2021 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 257 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

65% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 156

13% more funds holding

Funds holding: 515580 (+65)

1.1% more ownership

Funds ownership: 69.52%70.62% (+1.1%)

2% less capital invested

Capital invested by funds: $4.01B → $3.92B (-$84.6M)

26% less funds holding in top 10

Funds holding in top 10: 3526 (-9)

Holders
580
Holders Change
+65
Holders Change %
+12.62%
% of All Funds
8.93%
Holding in Top 10
26
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-25.71%
% of All Funds
0.4%
New
110
Increased
257
Reduced
156
Closed
35
Calls
$1.96M
Puts
Net Calls
+$1.96M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
51
N.E.W. Advisory Services
Wisconsin
$13.9M +$646K +15,098 +5%
BP
52
Ballentine Partners
Massachusetts
$13.9M +$1.23M +28,822 +9%
FHA
53
First Horizon Advisors
Tennessee
$13.3M +$273K +6,394 +2%
ACA
54
Aptus Capital Advisors
Alabama
$13M -$69.5K -1,625 -0.5%
HWM
55
HighMark Wealth Management
Minnesota
$12.9M +$912K +21,320 +7%
LFG
56
Larson Financial Group
Missouri
$12.8M +$1.06M +24,904 +9%
RIM
57
Redwood Investment Management
Arizona
$12.8M +$12.1M +283,954 +1,203%
BL
58
Balentine LLC
Georgia
$12.7M -$2.21M -51,780 -14%
FWI
59
Facet Wealth Inc
Maryland
$12.3M +$10.6M +248,613 +530%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$12M +$955K +22,337 +8%
RW
61
RVW Wealth
California
$11.6M -$4.08M -95,488 -25%
FEG
62
Financial Enhancement Group
Indiana
$10.8M +$521K +12,197 +5%
JFA
63
JNBA Financial Advisors
Minnesota
$10.7M +$2.23M +52,163 +25%
ACA
64
Atlas Capital Advisors
Wyoming
$10.5M -$1.13M -26,407 -9%
BFA
65
Brown Financial Advisory
Alabama
$10.4M +$849K +19,847 +9%
AWE
66
Avidian Wealth Enterprises
Texas
$9.95M +$10.3M +239,899 New
BWM
67
BerganKDV Wealth Management
Minnesota
$9.93M +$1.17M +27,253 +13%
MWM
68
Merriman Wealth Management
Washington
$9.01M -$340K -7,964 -4%
TWM
69
Tradition Wealth Management
Minnesota
$9.01M +$3.66M +85,548 +65%
SCM
70
Sterneck Capital Management
Missouri
$8.97M +$1.12M +26,092 +14%
ACG
71
Allen Capital Group
Nebraska
$8.68M +$371K +8,669 +4%
OWM
72
Opes Wealth Management
California
$8.51M +$594K +13,900 +7%
RWI
73
Red Wave Investments
Pennsylvania
$8.49M +$88.8K +2,078 +1%
MGIA
74
Moneta Group Investment Advisors
Missouri
$8.06M -$7.56M -176,916 -96%
MMA
75
Miracle Mile Advisors
California
$7.98M -$23.2K -543 -0.3%

SPEM Hedge Fund Activity: Q4 2021 in Review

580 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2021, worth a combined $3.92B — down 2.1% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SPEM positions and 35 closed out — a net gain of 75 holders — while 257 added to existing stakes and 156 trimmed.

The largest buyer was Creative Planning, adding an estimated $90.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $136M sold.

  • 580 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2021, up from 515 in Q3 2021.
  • Funds reported $3.92B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2021, down 2.1% quarter-over-quarter.
  • 110 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2021 and 35 closed out, a net change of +75 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2021 was Creative Planning, an estimated $90.6M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2021 was Citadel Advisors, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2021.