We are live on ! Find out more
SPEM icon

State Street SPDR Portfolio Emerging Markets ETF

207 hedge funds and large institutions have $880M invested in State Street SPDR Portfolio Emerging Markets ETF in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 37

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

5% more funds holding

Funds holding: 198207 (+9)

0.18% less ownership

Funds ownership: 55.18%54.99% (-0.18%)

8% less capital invested

Capital invested by funds: $961M → $880M (-$81.1M)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
207
Holders Change
+9
Holders Change %
+4.55%
% of All Funds
4.74%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.3%
New
37
Increased
109
Reduced
37
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
101
Financial Consulate
Maryland
$575K -$60.7K -1,612 -9%
FTS
102
Fifth Third Securities
Ohio
$572K +$16.1K +429 +3%
DWM
103
Darwin Wealth Management
Florida
$569K +$134K +3,548 +27%
CIAS
104
Capital Investment Advisory Services
North Carolina
$557K +$47.7K +1,268 +9%
CA
105
Corrado Advisors
New Jersey
$534K +$46.7K +1,240 +9%
EGA
106
E&G Advisors
Texas
$534K +$292K +7,765 +106%
DAS
107
Dynamic Advisor Solutions
Arizona
$523K +$557K +14,790 New
BF
108
BOK Financial
Oklahoma
$516K +$98.3K +2,613 +22%
GSC
109
G&S Capital
Colorado
$514K +$172K +4,557 +46%
VDFA
110
Vickerman & Driscoll Financial Advisors
Washington
$511K +$176K +4,667 +48%
3AM
111
3D Asset Management
Connecticut
$501K +$333K +8,844 +166%
FAAS
112
First Allied Advisory Services
California
$490K -$80.2K -2,131 -13%
SSWM
113
Sheets Smith Wealth Management
North Carolina
$489K +$521K +13,830 New
WPSG
114
Wealth & Pension Services Group
Georgia
$457K +$487K +12,936 New
Bank of New York Mellon
115
Bank of New York Mellon
New York
$454K +$7.57K +201 +2%
SMFS
116
Squar Milner Financial Services
California
$453K +$277K +7,368 +135%
LA
117
LexAurum Advisors
Kansas
$450K +$66.4K +1,764 +16%
Northern Trust
118
Northern Trust
Illinois
$447K +$29.2K +776 +7%
BWFA
119
Baltimore-Washington Financial Advisors
Maryland
$428K +$456K +12,116 New
SCA
120
Snowden Capital Advisors
New York
$407K +$433K +11,513 New
RJA
121
Raymond James & Associates
Florida
$397K +$88.7K +2,358 +27%
WAM
122
Watermark Asset Management
California
$383K +$28.2K +749 +7%
EWF
123
Epstein & White Financial
California
$358K -$56.3K -1,497 -13%
CI
124
CX Institutional
Indiana
$345K +$368K +9,765 New
GHAM
125
Gilman Hill Asset Management
Connecticut
$336K

SPEM Hedge Fund Activity: Q2 2018 in Review

207 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q2 2018, worth a combined $880M — down 8.4% from $961M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SPEM positions and 25 closed out — a net gain of 12 holders — while 109 added to existing stakes and 37 trimmed.

The largest buyer was Horizon Investments, adding an estimated $12.3M. The largest seller was VCU Investment Management, cutting an estimated $18.6M.

  • 207 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q2 2018, up from 198 in Q1 2018.
  • Funds reported $880M of State Street SPDR Portfolio Emerging Markets ETF stock for Q2 2018, down 8.4% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q2 2018 and 25 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q2 2018 was Horizon Investments, an estimated $12.3M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q2 2018 was VCU Investment Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2018.