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State Street SPDR Portfolio Emerging Markets ETF

532 hedge funds and large institutions have $4.23B invested in State Street SPDR Portfolio Emerging Markets ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 272 increasing their positions, 155 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 155

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

1% more funds holding

Funds holding: 525532 (+7)

5% more capital invested

Capital invested by funds: $4.03B → $4.23B (+$200M)

0.52% more ownership

Funds ownership: 66.76%67.28% (+0.52%)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
532
Holders Change
+7
Holders Change %
+1.33%
% of All Funds
9.26%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.7%
New
48
Increased
272
Reduced
155
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PRWA
76
Platte River Wealth Advisors
Colorado
$9.13M -$549K -12,258 -6%
RWI
77
Red Wave Investments
Pennsylvania
$9.08M +$616K +13,757 +7%
BAM
78
Belpointe Asset Management
Nevada
$8.98M +$667K +14,910 +8%
ACG
79
Allen Capital Group
Nebraska
$8.96M +$560K +12,506 +7%
KAM
80
Knightsbridge Asset Management
California
$8.75M +$26.9K +602 +0.3%
BWM
81
BerganKDV Wealth Management
Minnesota
$8.72M +$357K +7,976 +4%
JFA
82
JNBA Financial Advisors
Minnesota
$8.66M +$493K +11,012 +6%
AWM
83
AE Wealth Management
Kansas
$8.61M +$868K +19,396 +11%
EWA
84
Exencial Wealth Advisors
Oklahoma
$8.59M +$410K +9,148 +5%
Betterment LLC
85
Betterment LLC
New York
$8.55M +$420K +9,384 +5%
WCFA
86
Walkner Condon Financial Advisors
Wisconsin
$8.45M +$2.26M +50,430 +37%
MMA
87
Miracle Mile Advisors
California
$8.27M +$875K +19,547 +12%
SCM
88
Sterneck Capital Management
Missouri
$8.05M +$115K +2,561 +1%
OWM
89
Opes Wealth Management
California
$7.79M +$142K +3,181 +2%
SFM
90
Signet Financial Management
New Jersey
$7.76M +$168K +3,753 +2%
MGIA
91
Moneta Group Investment Advisors
Missouri
$7.65M +$370K +8,264 +5%
JCM
92
Jacobi Capital Management
Pennsylvania
$7.64M +$172K +3,849 +2%
MAS
93
Managed Account Services
Florida
$7.54M -$151K -3,379 -2%
LSAG
94
Lake Street Advisors Group
New Hampshire
$7.35M +$127K +2,845 +2%
MAM
95
Marquette Asset Management
Minnesota
$7.35M +$481K +10,740 +7%
GPWA
96
Great Point Wealth Advisors
Massachusetts
$7.32M -$3.62M -80,888 -33%
BIP
97
Blueprint Investment Partners
North Carolina
$7.24M -$1.07M -23,914 -13%
GM
98
GeoWealth Management
Illinois
$7.22M +$1.75M +39,003 +33%
HGWM
99
Harvest Group Wealth Management
Massachusetts
$7.22M -$286K -6,394 -4%
PAS
100
Park Avenue Securities
New York
$7.13M +$2.25M +50,197 +47%

SPEM Hedge Fund Activity: Q2 2021 in Review

532 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q2 2021, worth a combined $4.23B — up 5% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPEM positions and 33 closed out — a net gain of 15 holders — while 272 added to existing stakes and 155 trimmed.

The largest buyer was Weitzel Financial Services, adding an estimated $124M. The largest seller was AssetMark Inc, cutting an estimated $147M.

  • 532 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q2 2021, up from 525 in Q1 2021.
  • Funds reported $4.23B of State Street SPDR Portfolio Emerging Markets ETF stock for Q2 2021, up 5% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q2 2021 and 33 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q2 2021 was Weitzel Financial Services, an estimated $124M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q2 2021 was AssetMark Inc, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2021.