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State Street SPDR Portfolio Emerging Markets ETF

415 hedge funds and large institutions have $2.08B invested in State Street SPDR Portfolio Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 201 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 24

205% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 66

90% more funds holding in top 10

Funds holding in top 10: 2038 (+18)

52% more capital invested

Capital invested by funds: $1.37B → $2.08B (+$707M)

23% more funds holding

Funds holding: 337415 (+78)

2.46% more ownership

Funds ownership: 55.21%57.68% (+2.5%)

Holders
415
Holders Change
+78
Holders Change %
+23.15%
% of All Funds
8.18%
Holding in Top 10
38
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+90%
% of All Funds
0.75%
New
110
Increased
201
Reduced
66
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
101
JNBA Financial Advisors
Minnesota
$3.87M +$300K +8,331 +9%
MAS
102
Managed Account Services
Florida
$3.83M +$380K +10,554 +12%
SCM
103
Sterneck Capital Management
Missouri
$3.75M +$80.8K +2,241 +2%
NFG
104
NewFocus Financial Group
Washington
$3.7M +$569K +15,778 +19%
TWP
105
Tempus Wealth Planning
California
$3.65M +$3.5M +97,209 New
CWA
106
Clarus Wealth Advisors
Arizona
$3.61M +$3.42M +94,867 New
VCM
107
Vivaldi Capital Management
Illinois
$3.52M -$15.7K -435 -0.5%
Financial Engines Advisors
108
Financial Engines Advisors
California
$3.52M +$3.38M +93,655 New
GP
109
Girard Partners
Pennsylvania
$3.3M +$60.1K +1,668 +2%
SS
110
Simplicity Solutions
Minnesota
$3.28M -$7.97M -221,126 -72%
FIM
111
Frontier Investment Management
Texas
$3.27M +$59.6K +1,654 +2%
SC
112
Savant Capital
Illinois
$3.25M -$1.67M -46,414 -35%
APC
113
Aspire Private Capital
North Carolina
$3.24M +$1.74M +48,285 +127%
NFG
114
Norris Financial Group
South Carolina
$3.17M +$3.04M +84,235 New
OC
115
Oarsman Capital
Wisconsin
$3.08M +$119K +3,290 +4%
FFG
116
Frisch Financial Group
New York
$3.04M +$681K +18,885 +31%
BPWA
117
Beacon Pointe Wealth Advisors
California
$2.95M +$656K +18,207 +30%
SA
118
Stewardship Advisors
Pennsylvania
$2.89M +$2.77M +76,948 New
MA
119
Mutual Advisors
Nebraska
$2.89M +$1.14M +31,765 +70%
WCM
120
Windsor Capital Management
Arizona
$2.89M +$50.5K +1,400 +2%
PPWM
121
PFG Private Wealth Management
Florida
$2.88M +$2.77M +76,762 New
VBFP
122
Valtinson Bruner Financial Planning
Minnesota
$2.86M +$838K +23,242 +44%
CAI
123
Capital Advisors Inc
Oklahoma
$2.77M +$260K +7,220 +11%
WMG
124
WESCAP Management Group
California
$2.73M +$112K +3,100 +4%
OAM
125
Occidental Asset Management
California
$2.73M +$165K +4,571 +7%

SPEM Hedge Fund Activity: Q4 2019 in Review

415 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2019, worth a combined $2.08B — up 52% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SPEM positions and 24 closed out — a net gain of 86 holders — while 201 added to existing stakes and 66 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $157M. The largest seller was Focused Wealth Management, cutting an estimated $33.2M.

  • 415 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2019, up from 337 in Q3 2019.
  • Funds reported $2.08B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2019, up 52% quarter-over-quarter.
  • 110 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2019 and 24 closed out, a net change of +86 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2019 was Horizon Investments, an estimated $157M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2019 was Focused Wealth Management, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2019.