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State Street SPDR Portfolio Emerging Markets ETF

580 hedge funds and large institutions have $3.92B invested in State Street SPDR Portfolio Emerging Markets ETF in 2021 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 257 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

65% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 156

13% more funds holding

Funds holding: 515580 (+65)

1.1% more ownership

Funds ownership: 69.52%70.62% (+1.1%)

2% less capital invested

Capital invested by funds: $4.01B → $3.92B (-$84.6M)

26% less funds holding in top 10

Funds holding in top 10: 3526 (-9)

Holders
580
Holders Change
+65
Holders Change %
+12.62%
% of All Funds
8.93%
Holding in Top 10
26
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-25.71%
% of All Funds
0.4%
New
110
Increased
257
Reduced
156
Closed
35
Calls
$1.96M
Puts
Net Calls
+$1.96M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$7.89M -$1.94M -45,374 -19%
PAS
77
Park Avenue Securities
New York
$7.69M +$428K +10,021 +6%
MAM
78
Marquette Asset Management
Minnesota
$7.68M +$912K +21,341 +13%
T
79
TrueFG
Texas
$7.57M +$262K +6,121 +3%
LSAG
80
Lake Street Advisors Group
New Hampshire
$7.42M +$310K +7,253 +4%
WI
81
WrapManager Inc
California
$7.21M +$461K +10,782 +7%
HGWM
82
Harvest Group Wealth Management
Massachusetts
$7.2M +$446K +10,428 +6%
CFA
83
Carroll Financial Associates
North Carolina
$7.17M +$309K +7,236 +4%
SFM
84
Signet Financial Management
New Jersey
$7.15M -$121K -2,823 -2%
AWA
85
Aquire Wealth Advisors
Utah
$7.14M +$7.36M +172,177 New
BSWM
86
Boston Standard Wealth Management
Massachusetts
$7.12M -$2.4M -56,226 -25%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$7.1M
IHWM
88
Iron Horse Wealth Management
Iowa
$7.07M +$651K +15,225 +10%
EWA
89
Exencial Wealth Advisors
Oklahoma
$6.93M -$6.31M -147,662 -47%
BFG
90
Barber Financial Group
Kansas
$6.92M +$461K +10,793 +7%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$6.68M +$6.89M +161,084 New
EDRIA
92
Edmonds Duncan Registered Investment Advisors
Kansas
$6.68M +$591K +13,819 +10%
VCM
93
Vivaldi Capital Management
Illinois
$6.59M -$4.92K -115 -0.1%
GPWA
94
Great Point Wealth Advisors
Massachusetts
$6.57M -$95.2K -2,226 -1%
MCWS
95
McKinley Carter Wealth Services
West Virginia
$6.55M +$2.47M +57,687 +58%
RA
96
Riversedge Advisors
Delaware
$6.52M +$856K +20,020 +15%
RIA
97
Regal Investment Advisors
Michigan
$6.5M +$523K +12,239 +8%
DA
98
Detalus Advisors
Missouri
$6.43M +$213K +4,975 +3%
TCM
99
Towercrest Capital Management
Pennsylvania
$6.38M +$529K +12,378 +9%
RJA
100
Raymond James & Associates
Florida
$6.37M +$1.83M +42,873 +39%

SPEM Hedge Fund Activity: Q4 2021 in Review

580 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2021, worth a combined $3.92B — down 2.1% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SPEM positions and 35 closed out — a net gain of 75 holders — while 257 added to existing stakes and 156 trimmed.

The largest buyer was Creative Planning, adding an estimated $90.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $136M sold.

  • 580 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2021, up from 515 in Q3 2021.
  • Funds reported $3.92B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2021, down 2.1% quarter-over-quarter.
  • 110 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2021 and 35 closed out, a net change of +75 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2021 was Creative Planning, an estimated $90.6M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2021 was Citadel Advisors, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2021.