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State Street SPDR Portfolio Emerging Markets ETF
SPEM

313 hedge funds and large institutions have $1.69B invested in State Street SPDR Portfolio Emerging Markets ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 179 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 56

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

46% more capital invested

Capital invested by funds: $1.16B → $1.69B (+$535M)

28% more funds holding in top 10

Funds holding in top 10: 25 → 32 (+7)

9% more funds holding

Funds holding: 287 → 313 (+26)

1.07% more ownership

Funds ownership: 59.57% → 60.65% (+1.1%)

Holders
313
Holders Change
+26
Holders Change %
+9.06%
% of All Funds
6.77%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.69%
New
49
Increased
179
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
+$45.3M
2
Wells Fargo
Wells Fargo
California
+$40.1M
3
Bank of America
Bank of America
North Carolina
+$34.7M
4
GC
Grimes & Company
Massachusetts
+$30.8M
5
GFPC
Global Financial Private Capital
Florida
+$25.1M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$13.5M
2
RWM
Ritholtz Wealth Management
New York
-$10.7M
3
Ameriprise
Ameriprise
Minnesota
-$10.1M
4
AF
Affiance Financial
Minnesota
-$3.89M
5
AAS
Annex Advisory Services
Wisconsin
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$3.51M +$1.41M +40,424 +70%
AWM
77
AE Wealth Management
Kansas
$3.43M +$2.78M +79,694 +487%
GWM
78
Geneos Wealth Management
Colorado
$3.37M +$54.9K +1,576 +2%
SCM
79
Sterneck Capital Management
Missouri
$3.34M +$54.6K +1,567 +2%
GP
80
Girard Partners
Pennsylvania
$3.15M -$264K -7,579 -8%
WP
81
WealthSource Partners
California
$2.99M +$258K +7,417 +10%
AI
82
Atria Investments
North Carolina
$2.98M +$1.5M +43,201 +108%
WCM
83
Windsor Capital Management
Arizona
$2.97M +$34K +975 +1%
SS
84
Simplicity Solutions
Minnesota
$2.95M +$2.3M +66,055 +403%
UCFA
85
United Capital Financial Advisors
Texas
$2.89M +$582K +16,727 +26%
FIM
86
Frontier Investment Management
Texas
$2.73M +$187K +5,372 +8%
CF
87
Copperwynd Financial
Arizona
$2.67M +$2.6M +74,551 New
GLA
88
Great Lakes Advisors
Illinois
$2.65M -$54.7K -1,570 -2%
OC
89
Oarsman Capital
Wisconsin
$2.63M +$484K +13,904 +23%
JFA
90
JNBA Financial Advisors
Minnesota
$2.48M +$745K +21,396 +45%
PA
91
Probity Advisors
Texas
$2.43M +$96K +2,757 +4%
IF
92
IRON Financial
Illinois
$2.41M +$139K +3,980 +6%
VCM
93
Vivaldi Capital Management
Illinois
$2.33M +$765K +21,962 +51%
W
94
Wealthquest
Ohio
$2.32M +$196K +5,629 +9%
OAM
95
Occidental Asset Management
California
$2.29M +$939K +26,971 +73%
SIA
96
Starfire Investment Advisers
Michigan
$2.24M +$737K +21,165 +51%
JP Morgan Chase
97
JP Morgan Chase
New York
$2.23M -$8.46K -243 -0.4%
PFG
98
Pacific Financial Group
Washington
$2.21M +$2.15M +61,790 New
CCM
99
Canal Capital Management
Virginia
$2.15M +$2.1M +60,234 New
VIM
100
Vista Investment Management
Pennsylvania
$2.13M +$233K +6,679 +13%
2 3
4
5 6

SPEM Hedge Fund Activity: Q1 2019 in Review

313 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q1 2019, worth a combined $1.69B — up 46% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPEM positions and 21 closed out — a net gain of 28 holders — while 179 added to existing stakes and 56 trimmed.

The largest buyer was Stadion Money Management, adding an estimated $45.3M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $13.5M.

  • 313 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q1 2019, up from 287 in Q4 2018.
  • Funds reported $1.69B of State Street SPDR Portfolio Emerging Markets ETF stock for Q1 2019, up 46% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q1 2019 and 21 closed out, a net change of +28 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q1 2019 was Stadion Money Management, an estimated $45.3M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q1 2019 was Carson Wealth (CWM LLC), an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2019.