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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
WP
76
WealthSource Partners
California
$2.47M -$1.14M -34,463 -31%
GLA
77
Great Lakes Advisors
Illinois
$2.45M +$971K +29,445 +64%
FIM
78
Frontier Investment Management
Texas
$2.29M +$1.04M +31,609 +81%
OWA
79
Outlook Wealth Advisors
Texas
$2.13M +$217K +6,575 New
PA
80
Probity Advisors
Texas
$2.11M +$586K +17,777 +37%
UCFA
81
United Capital Financial Advisors
Texas
$2.07M +$945K +28,643 +81%
IF
82
IRON Financial
Illinois
$2.05M +$99.2K +3,009 +5%
APC
83
Aspire Private Capital
North Carolina
$2.04M +$2.07M +62,908 New
JP Morgan Chase
84
JP Morgan Chase
New York
$2.03M +$72.2K +2,188 +4%
CG
85
CFO4Life Group
Texas
$1.99M +$2.03M +61,447 New
OC
86
Oarsman Capital
Wisconsin
$1.93M +$16.2K +491 +0.8%
W
87
Wealthquest
Ohio
$1.92M +$1.96M +59,355 New
WMG
88
WESCAP Management Group
California
$1.92M +$1.95M +59,285 New
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$1.87M +$1.15M +34,945 +153%
FFA
90
First Foundation Advisors
California
$1.82M +$1.85M +56,114 New
MAS
91
Managed Account Services
Florida
$1.81M +$269K +8,160 +18%
VIM
92
Vista Investment Management
Pennsylvania
$1.71M +$364K +11,029 +26%
FFG
93
Frisch Financial Group
New York
$1.61M +$1.64M +49,722 New
MIH
94
Meitav Investment House
Israel
$1.6M -$518K -15,721 -24%
JFA
95
JNBA Financial Advisors
Minnesota
$1.55M +$1.58M +48,023 New
TCM
96
Towercrest Capital Management
Pennsylvania
$1.49M +$113K +3,414 +8%
BWM
97
BT Wealth Management
Georgia
$1.46M +$1.39M +42,052 New
Principal Financial Group
98
Principal Financial Group
Iowa
$1.43M +$1.45M +44,123 New
WPSG
99
Wealth & Pension Services Group
Georgia
$1.41M +$1.44M +43,539 New
VCM
100
Vivaldi Capital Management
Illinois
$1.4M +$51.8K +1,572 +4%

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.