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State Street SPDR Portfolio Emerging Markets ETF

532 hedge funds and large institutions have $4.23B invested in State Street SPDR Portfolio Emerging Markets ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 272 increasing their positions, 155 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 155

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

1% more funds holding

Funds holding: 525532 (+7)

5% more capital invested

Capital invested by funds: $4.03B → $4.23B (+$200M)

0.52% more ownership

Funds ownership: 66.76%67.28% (+0.52%)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
532
Holders Change
+7
Holders Change %
+1.33%
% of All Funds
9.26%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.7%
New
48
Increased
272
Reduced
155
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
101
WrapManager Inc
California
$7.11M +$456K +10,197 +7%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$7.1M
T
103
TrueFG
Texas
$7.1M +$319K +7,135 +5%
RA
104
Riversedge Advisors
Delaware
$6.96M +$1.32M +29,573 +24%
MWM
105
Mascoma Wealth Management
New Hampshire
$6.88M +$255K +5,695 +4%
FI
106
FormulaFolio Investments
Michigan
$6.86M -$279K -6,228 -4%
VCM
107
Vivaldi Capital Management
Illinois
$6.79M -$28.4K -634 -0.4%
CFA
108
Carroll Financial Associates
North Carolina
$6.76M +$188K +4,198 +3%
KAS
109
Kestra Advisory Services
Texas
$6.61M +$470K +10,507 +8%
TCM
110
Towercrest Capital Management
Pennsylvania
$6.4M +$253K +5,659 +4%
IHWM
111
Iron Horse Wealth Management
Iowa
$6.36M +$743K +16,588 +13%
EDRIA
112
Edmonds Duncan Registered Investment Advisors
Kansas
$6.27M +$367K +8,194 +6%
BFG
113
Barber Financial Group
Kansas
$6.26M +$514K +11,475 +9%
DL
114
DOHJ LLC
Washington
$6.18M +$1.13M +25,198 +23%
CWM
115
Capital Wealth Management
Rhode Island
$6.16M +$518K +11,574 +9%
CIAS
116
Capital Investment Advisory Services
North Carolina
$6.14M +$811K +18,117 +15%
RIA
117
Regal Investment Advisors
Michigan
$6.13M +$6.03M +134,691 New
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$6.12M
DA
119
Detalus Advisors
Missouri
$6.09M +$5.99M +133,762 New
SAM
120
Securian Asset Management
Minnesota
$6.08M +$392K +8,750 +7%
MCWS
121
McKinley Carter Wealth Services
West Virginia
$5.92M +$353K +7,895 +6%
SFG
122
StrategIQ Financial Group
Indiana
$5.88M +$80.7K +1,803 +1%
JP Morgan Chase
123
JP Morgan Chase
New York
$5.55M +$330K +7,368 +6%
TWM
124
Tradition Wealth Management
Minnesota
$5.33M +$741K +16,557 +16%
RJA
125
Raymond James & Associates
Florida
$5.3M -$109K -2,439 -2%

SPEM Hedge Fund Activity: Q2 2021 in Review

532 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q2 2021, worth a combined $4.23B — up 5% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPEM positions and 33 closed out — a net gain of 15 holders — while 272 added to existing stakes and 155 trimmed.

The largest buyer was Weitzel Financial Services, adding an estimated $124M. The largest seller was AssetMark Inc, cutting an estimated $147M.

  • 532 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q2 2021, up from 525 in Q1 2021.
  • Funds reported $4.23B of State Street SPDR Portfolio Emerging Markets ETF stock for Q2 2021, up 5% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q2 2021 and 33 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q2 2021 was Weitzel Financial Services, an estimated $124M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q2 2021 was AssetMark Inc, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2021.