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State Street SPDR Portfolio Emerging Markets ETF
SPEM

313 hedge funds and large institutions have $1.69B invested in State Street SPDR Portfolio Emerging Markets ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 179 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 56

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

46% more capital invested

Capital invested by funds: $1.16B → $1.69B (+$535M)

28% more funds holding in top 10

Funds holding in top 10: 25 → 32 (+7)

9% more funds holding

Funds holding: 287 → 313 (+26)

1.07% more ownership

Funds ownership: 59.57% → 60.65% (+1.1%)

Holders
313
Holders Change
+26
Holders Change %
+9.06%
% of All Funds
6.77%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.69%
New
49
Increased
179
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
+$45.3M
2
Wells Fargo
Wells Fargo
California
+$40.1M
3
Bank of America
Bank of America
North Carolina
+$34.7M
4
GC
Grimes & Company
Massachusetts
+$30.8M
5
GFPC
Global Financial Private Capital
Florida
+$25.1M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$13.5M
2
RWM
Ritholtz Wealth Management
New York
-$10.7M
3
Ameriprise
Ameriprise
Minnesota
-$10.1M
4
AF
Affiance Financial
Minnesota
-$3.89M
5
AAS
Annex Advisory Services
Wisconsin
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
101
Managed Account Services
Florida
$2.07M +$143K +4,117 +8%
WMG
102
WESCAP Management Group
California
$2.05M -$68.7K -1,973 -3%
VDFA
103
Vickerman & Driscoll Financial Advisors
Washington
$2.03M +$1.3M +37,368 +193%
BHWM
104
Bay Harbor Wealth Management
Maryland
$1.98M +$1.17M +33,474 +153%
FFG
105
Frisch Financial Group
New York
$1.88M +$97.3K +2,794 +6%
BWFA
106
Baltimore-Washington Financial Advisors
Maryland
$1.86M +$405K +11,623 +29%
MML Investors Services
107
MML Investors Services
Massachusetts
$1.83M +$971K +27,878 +120%
MIH
108
Meitav Investment House
Israel
$1.72M -$41.7K -1,197 -2%
TCM
109
Towercrest Capital Management
Pennsylvania
$1.7M +$50K +1,437 +3%
CA
110
Continuum Advisory
Idaho
$1.67M +$254K +7,306 +19%
AWMG
111
Alliance Wealth Management Group
New Jersey
$1.59M +$50.9K +1,461 +3%
N
112
Natixis
France
$1.57M +$1.55M +44,505 New
WPSG
113
Wealth & Pension Services Group
Georgia
$1.57M +$15.4K +441 +1%
PWAG
114
Polaris Wealth Advisory Group
California
$1.54M +$92.1K +2,646 +7%
AUB
115
Atlantic Union Bankshares
Virginia
$1.52M +$152K +4,353 +11%
BWM
116
BT Wealth Management
Georgia
$1.5M – – –
CFD
117
Creative Financial Designs
Indiana
$1.44M +$1.38M +39,656 +6,522%
ASN
118
Advisory Services Network
Georgia
$1.42M +$1.38M +39,501 +13,909%
SIA
119
Strategic Investment Advisors
Michigan
$1.4M +$1.09M +31,378 +409%
ACA
120
Aptus Capital Advisors
Alabama
$1.38M +$216K +6,205 +19%
GWA
121
Guidant Wealth Advisors
Illinois
$1.34M – – –
AMM
122
American Money Management
California
$1.29M -$38.3K -1,101 -3%
KBFS
123
Kohmann Bosshard Financial Services
Ohio
$1.26M -$182K -5,237 -13%
BI
124
Ballast Inc
Kentucky
$1.24M +$994K +28,537 +461%
RWA
125
Redhawk Wealth Advisors
Minnesota
$1.22M -$2.76M -79,344 -70%
3 4
5
6 7

SPEM Hedge Fund Activity: Q1 2019 in Review

313 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q1 2019, worth a combined $1.69B — up 46% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPEM positions and 21 closed out — a net gain of 28 holders — while 179 added to existing stakes and 56 trimmed.

The largest buyer was Stadion Money Management, adding an estimated $45.3M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $13.5M.

  • 313 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q1 2019, up from 287 in Q4 2018.
  • Funds reported $1.69B of State Street SPDR Portfolio Emerging Markets ETF stock for Q1 2019, up 46% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q1 2019 and 21 closed out, a net change of +28 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q1 2019 was Stadion Money Management, an estimated $45.3M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q1 2019 was Carson Wealth (CWM LLC), an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2019.