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State Street SPDR Portfolio Emerging Markets ETF

476 hedge funds and large institutions have $3.37B invested in State Street SPDR Portfolio Emerging Markets ETF in 2020 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 201 increasing their positions, 140 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 22

44% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 140

21% more capital invested

Capital invested by funds: $2.78B → $3.37B (+$597M)

19% more funds holding in top 10

Funds holding in top 10: 3137 (+6)

15% more funds holding

Funds holding: 414476 (+62)

2.04% more ownership

Funds ownership: 63.38%65.42% (+2%)

Holders
476
Holders Change
+62
Holders Change %
+14.98%
% of All Funds
8.42%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.65%
New
91
Increased
201
Reduced
140
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$7.33M +$1.39M +34,995 +25%
MAM
77
Marquette Asset Management
Minnesota
$7.33M +$3.88M +97,679 +128%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$7.23M
LFG
79
Larson Financial Group
Missouri
$7.2M +$1.12M +28,136 +20%
HGWM
80
Harvest Group Wealth Management
Massachusetts
$7.2M -$840K -21,171 -11%
AWM
81
AE Wealth Management
Kansas
$7.12M -$3.57M -89,980 -35%
JCM
82
Jacobi Capital Management
Pennsylvania
$7.11M +$6.69M +168,657 +1,054,106%
SFM
83
Signet Financial Management
New Jersey
$7.09M +$81.2K +2,047 +1%
MAS
84
Managed Account Services
Florida
$7.02M +$1.16M +29,114 +23%
OWM
85
Opes Wealth Management
California
$7.01M +$239K +6,024 +4%
LSAG
86
Lake Street Advisors Group
New Hampshire
$6.99M +$147K +3,716 +2%
JFA
87
JNBA Financial Advisors
Minnesota
$6.88M +$344K +8,675 +6%
BPA
88
Beacon Pointe Advisors
California
$6.83M +$214K +5,386 +3%
TCWA
89
Ten Capital Wealth Advisors
Washington
$6.79M -$96.2K -2,425 -1%
MAFM
90
Mid Atlantic Financial Management
Pennsylvania
$6.62M +$3.11M +78,356 +100%
MGIA
91
Moneta Group Investment Advisors
Missouri
$6.48M +$92.3K +2,326 +2%
VCM
92
Vivaldi Capital Management
Illinois
$6.43M +$351K +8,852 +6%
SCM
93
Sterneck Capital Management
Missouri
$6.27M +$14.9K +375 +0.3%
SAM
94
Securian Asset Management
Minnesota
$6.19M
T
95
TrueFG
Texas
$6.14M +$41.2K +1,039 +0.7%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$6.12M
VA
97
Valmark Advisers
Ohio
$6.09M -$114K -2,861 -2%
FFS
98
Founders Financial Securities
Maryland
$6.06M -$191K -4,809 -3%
WCFA
99
Walkner Condon Financial Advisors
Wisconsin
$6.03M +$114K +2,861 +2%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$6.02M +$5.67M +142,833 New

SPEM Hedge Fund Activity: Q4 2020 in Review

476 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2020, worth a combined $3.37B — up 21% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPEM positions and 22 closed out — a net gain of 69 holders — while 201 added to existing stakes and 140 trimmed.

The largest buyer was LPL Financial, adding an estimated $42M. The largest seller was Horizon Investments, exiting entirely with an estimated $120M sold.

  • 476 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2020, up from 414 in Q3 2020.
  • Funds reported $3.37B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 91 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2020 and 22 closed out, a net change of +69 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2020 was LPL Financial, an estimated $42M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2020 was Horizon Investments, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2020.