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State Street SPDR Portfolio Emerging Markets ETF
SPEM

123 hedge funds and large institutions have $557M invested in State Street SPDR Portfolio Emerging Markets ETF in 2017 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 8

107% more capital invested

Capital invested by funds: $270M → $557M (+$288M)

95% more funds holding

Funds holding: 63 → 123 (+60)

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

62.1% less ownership

Funds ownership: 116.72% → 54.62% (-62%)

Holders
123
Holders Change
+60
Holders Change %
+95.24%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.14%
New
68
Increased
26
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMM
Stadion Money Management
Georgia
+$64.1M
2
MFS
McNamara Financial Services
Massachusetts
+$31.5M
3
Wells Fargo
Wells Fargo
California
+$25.1M
4
GFPC
Global Financial Private Capital
Florida
+$17.3M
5
AIM
Astor Investment Management
Illinois
+$16.9M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$61.2M
2
BCM
Brookstone Capital Management
Illinois
-$6.73M
3
Jane Street
Jane Street
New York
-$2.94M
4
FTUS
Flow Traders U.S.
New York
-$2.65M
5
VF
Virtu Financial
New York
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
76
LexAurum Advisors
Kansas
$255K +$236K +6,332 New
MML Investors Services
77
MML Investors Services
Massachusetts
$248K -$99.9K -2,686 -29%
DWM
78
Darwin Wealth Management
Florida
$244K +$238K +6,393 New
Northern Trust
79
Northern Trust
Illinois
$242K -$17.3K -466 -7%
WAS
80
Winch Advisory Services
Wisconsin
$237K +$232K +6,224 New
Stifel Financial
81
Stifel Financial
Missouri
$235K +$228K +6,136 New
US Bancorp
82
US Bancorp
Minnesota
$234K +$214K +5,747 +1,520%
HighTower Advisors
83
HighTower Advisors
Illinois
$231K -$28.6K -770 -11%
VIM
84
Vista Investment Management
Pennsylvania
$221K +$216K +5,800 New
CM
85
Churchill Management
California
$218K +$213K +5,726 New
KWM
86
Kingsview Wealth Management
Oregon
$217K +$211K +5,680 New
ASN
87
Advisory Services Network
Georgia
$215K +$210K +5,631 New
JFA
88
JNBA Financial Advisors
Minnesota
$214K +$208K +5,603 New
CGH
89
Crossmark Global Holdings
Texas
$211K – – –
HPC
90
Hobart Private Capital
North Carolina
$211K +$206K +5,526 New
IA
91
IFP Advisors
Florida
$196K +$96.8K +2,601 +103%
Citigroup
92
Citigroup
New York
$162K -$66.1K -1,776 -30%
ACM
93
Aviance Capital Management
Florida
$105K +$102K +2,746 New
RFA
94
Reilly Financial Advisors
California
$102K +$99.5K +2,674 New
WAM
95
Watermark Asset Management
California
$89K +$86.4K +2,323 New
GWM
96
Geneos Wealth Management
Colorado
$83K +$81.7K +2,196 New
WCM
97
Wealthcare Capital Management
Virginia
$79K – – –
IWM
98
IHT Wealth Management
Illinois
$62K +$10.1K +272 +21%
WTB
99
Washington Trust Bank
Washington
$60K – – –
JWA
100
JFS Wealth Advisors
Pennsylvania
$48K +$46.8K +1,258 New
2 3
4
5 6

SPEM Hedge Fund Activity: Q4 2017 in Review

123 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2017, worth a combined $557M — up 107% from $270M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPEM positions and 8 closed out — a net gain of 60 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Stadion Money Management, opening a new position worth an estimated $64.1M. The largest seller was AssetMark Inc, cutting an estimated $61.2M.

  • 123 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2017, up from 63 in Q3 2017.
  • Funds reported $557M of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2017, up 107% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2017 and 8 closed out, a net change of +60 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2017 was Stadion Money Management, an estimated $64.1M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2017 was AssetMark Inc, an estimated $61.2M sold.

Based on aggregated 13F filings for Q4 2017.