We are live on ! Find out more
SPEM icon

State Street SPDR Portfolio Emerging Markets ETF

476 hedge funds and large institutions have $3.37B invested in State Street SPDR Portfolio Emerging Markets ETF in 2020 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 201 increasing their positions, 140 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 22

44% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 140

21% more capital invested

Capital invested by funds: $2.78B → $3.37B (+$597M)

19% more funds holding in top 10

Funds holding in top 10: 3137 (+6)

15% more funds holding

Funds holding: 414476 (+62)

2.04% more ownership

Funds ownership: 63.38%65.42% (+2%)

Holders
476
Holders Change
+62
Holders Change %
+14.98%
% of All Funds
8.42%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.65%
New
91
Increased
201
Reduced
140
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EDRIA
101
Edmonds Duncan Registered Investment Advisors
Kansas
$6M -$4.09M -103,030 -45%
IA
102
IFP Advisors
Florida
$5.95M +$2.13M +53,778 +62%
SBSB
103
Sullivan, Bruyette, Speros & Blaney
Virginia
$5.93M +$2.09M +52,561 +60%
PFA
104
Pure Financial Advisors
California
$5.84M -$797K -20,087 -13%
BFG
105
Barber Financial Group
Kansas
$5.83M -$623K -15,689 -10%
MMA
106
Miracle Mile Advisors
California
$5.82M +$1.09M +27,463 +25%
RJA
107
Raymond James & Associates
Florida
$5.76M -$356K -8,959 -6%
FAAM
108
First Ascent Asset Management
Colorado
$5.67M +$1.32M +33,383 +33%
TCM
109
Towercrest Capital Management
Pennsylvania
$5.59M +$173K +4,361 +3%
WI
110
WrapManager Inc
California
$5.59M +$1.15M +29,060 +28%
RIA
111
Regal Investment Advisors
Michigan
$5.51M +$5.19M +130,754 New
CM
112
Columbus Macro
Pennsylvania
$5.43M -$399K -10,045 -7%
CWM
113
Capital Wealth Management
Rhode Island
$5.38M +$147K +3,703 +3%
CFA
114
Carroll Financial Associates
North Carolina
$5.25M +$541K +13,625 +12%
KAS
115
Kestra Advisory Services
Texas
$5.24M -$1.81M -45,695 -27%
TFA
116
TPG Financial Advisors
Oregon
$5.21M +$756K +19,055 +18%
JP Morgan Chase
117
JP Morgan Chase
New York
$5.19M -$27.6M -694,224 -85%
APC
118
Aspire Private Capital
North Carolina
$5.18M -$809K -20,382 -14%
SWP
119
Stratos Wealth Partners
Ohio
$5.17M -$1.02M -25,722 -17%
IHWM
120
Iron Horse Wealth Management
Iowa
$5M +$4.7M +118,506 New
SFG
121
StrategIQ Financial Group
Indiana
$4.99M +$433K +10,913 +10%
CGFA
122
Colton Groome Financial Advisors
North Carolina
$4.92M +$608K +15,307 +15%
VIM
123
VCU Investment Management
Virginia
$4.88M
RA
124
Riversedge Advisors
Delaware
$4.86M +$56.3K +1,419 +1%
ADL
125
Asset Dedication LLC
California
$4.77M -$155K -3,907 -3%

SPEM Hedge Fund Activity: Q4 2020 in Review

476 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2020, worth a combined $3.37B — up 21% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPEM positions and 22 closed out — a net gain of 69 holders — while 201 added to existing stakes and 140 trimmed.

The largest buyer was LPL Financial, adding an estimated $42M. The largest seller was Horizon Investments, exiting entirely with an estimated $120M sold.

  • 476 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2020, up from 414 in Q3 2020.
  • Funds reported $3.37B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 91 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2020 and 22 closed out, a net change of +69 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2020 was LPL Financial, an estimated $42M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2020 was Horizon Investments, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2020.