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State Street SPDR Portfolio Emerging Markets ETF

287 hedge funds and large institutions have $1.16B invested in State Street SPDR Portfolio Emerging Markets ETF in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 120 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 24

140% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 50

108% more funds holding in top 10

Funds holding in top 10: 1225 (+13)

54% more capital invested

Capital invested by funds: $751M → $1.16B (+$408M)

33% more funds holding

Funds holding: 215287 (+72)

8.91% more ownership

Funds ownership: 50.67%59.57% (+8.9%)

Holders
287
Holders Change
+72
Holders Change %
+33.49%
% of All Funds
6.39%
Holding in Top 10
25
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+108.33%
% of All Funds
0.56%
New
97
Increased
120
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
101
Alliance Wealth Management Group
New Jersey
$1.4M +$14.3K +433 +1%
RCG
102
Ruggie Capital Group
Florida
$1.36M -$1.06M -32,223 -43%
SIA
103
Starfire Investment Advisers
Michigan
$1.34M +$185K +5,606 +16%
BWFA
104
Baltimore-Washington Financial Advisors
Maryland
$1.31M +$159K +4,824 +14%
KBFS
105
Kohmann Bosshard Financial Services
Ohio
$1.31M +$1.07M +32,423 +408%
AI
106
Atria Investments
North Carolina
$1.3M +$198K +6,005 +18%
PWAG
107
Polaris Wealth Advisory Group
California
$1.29M -$817K -24,768 -38%
CA
108
Continuum Advisory
Idaho
$1.26M -$90.9K -2,758 -7%
RJA
109
Raymond James & Associates
Florida
$1.25M +$894K +27,108 +235%
AUB
110
Atlantic Union Bankshares
Virginia
$1.23M +$341K +10,345 +37%
GWA
111
Guidant Wealth Advisors
Illinois
$1.21M +$1.24M +37,542 New
AMM
112
American Money Management
California
$1.2M +$22.8K +692 +2%
OAM
113
Occidental Asset Management
California
$1.2M +$38.9K +1,179 +3%
JMPWA
114
JP Morgan Private Wealth Advisors
California
$1.15M -$18.8K -571 -2%
PA
115
Prism Advisors
California
$1.05M +$1.07M +32,575 New
ACA
116
Aptus Capital Advisors
Alabama
$1.05M +$1.07M +32,506 New
PFC
117
Personal Financial Consultants
California
$1M +$1.02M +30,955 New
CAL
118
Capital Analysts LLC
Pennsylvania
$984K +$1M +30,401 New
CCM
119
Coldstream Capital Management
Washington
$952K +$34.7K +1,053 +4%
RA
120
RFG Advisory
Alabama
$935K -$74.8K -2,268 -7%
William Blair & Company
121
William Blair & Company
Illinois
$891K +$342K +10,375 +167%
LPWM
122
Lake Point Wealth Management
Texas
$846K +$862K +26,145 New
GSIS
123
Global Strategic Investment Solutions
Arizona
$844K +$860K +26,084 New
LI
124
LVZ Inc
Michigan
$816K +$61.1K +1,852 +8%
GC
125
Grimes & Company
Massachusetts
$813K +$829K +25,133 New

SPEM Hedge Fund Activity: Q4 2018 in Review

287 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2018, worth a combined $1.16B — up 54% from $751M a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new SPEM positions and 24 closed out — a net gain of 73 holders — while 120 added to existing stakes and 50 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $131M. The largest seller was Stadion Money Management, cutting an estimated $23.3M.

  • 287 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2018, up from 215 in Q3 2018.
  • Funds reported $1.16B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2018, up 54% quarter-over-quarter.
  • 97 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2018 and 24 closed out, a net change of +73 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2018 was Horizon Investments, an estimated $131M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2018 was Stadion Money Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2018.