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State Street SPDR Portfolio Emerging Markets ETF

515 hedge funds and large institutions have $4.01B invested in State Street SPDR Portfolio Emerging Markets ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 233 increasing their positions, 164 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 164

2.24% more ownership

Funds ownership: 67.28%69.52% (+2.2%)

3% less funds holding

Funds holding: 532515 (-17)

5% less capital invested

Capital invested by funds: $4.23B → $4.01B (-$222M)

13% less funds holding in top 10

Funds holding in top 10: 4035 (-5)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

Holders
515
Holders Change
-17
Holders Change %
-3.2%
% of All Funds
9.02%
Holding in Top 10
35
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.5%
% of All Funds
0.61%
New
40
Increased
233
Reduced
164
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
101
CX Institutional
Indiana
$6.17M +$1.5M +34,544 +31%
EDRIA
102
Edmonds Duncan Registered Investment Advisors
Kansas
$6.16M +$307K +7,067 +5%
RIA
103
Regal Investment Advisors
Michigan
$6.15M +$426K +9,816 +7%
DL
104
DOHJ LLC
Washington
$6.06M +$201K +4,639 +3%
MWM
105
Mascoma Wealth Management
New Hampshire
$6.05M -$386K -8,895 -6%
TCM
106
Towercrest Capital Management
Pennsylvania
$6.01M +$38.2K +879 +0.6%
RA
107
Riversedge Advisors
Delaware
$5.83M -$685K -15,774 -10%
SAM
108
Securian Asset Management
Minnesota
$5.68M
PWP
109
Personal Wealth Partners
Minnesota
$5.62M +$1.6M +36,918 +39%
TWM
110
Tradition Wealth Management
Minnesota
$5.6M +$628K +14,466 +12%
CWM
111
Capital Wealth Management
Rhode Island
$5.55M -$212K -4,881 -4%
MAM
112
Meeder Asset Management
Ohio
$5.48M +$2.13M +49,006 +61%
TIM
113
Tortoise Investment Management
New York
$5.39M +$634K +14,610 +13%
TFA
114
TPG Financial Advisors
Oregon
$5.25M +$696K +16,038 +15%
SFG
115
StrategIQ Financial Group
Indiana
$5.24M -$254K -5,849 -5%
OBWG
116
Onyx Bridge Wealth Group
New York
$5.03M +$4.53M +104,306 +1,047%
HFS
117
Horizon Financial Services
North Carolina
$4.87M +$1.84M +42,431 +59%
VA
118
Valmark Advisers
Ohio
$4.82M -$66.6K -1,535 -1%
BIP
119
Blueprint Investment Partners
North Carolina
$4.81M -$1.99M -45,864 -29%
ADL
120
Asset Dedication LLC
California
$4.77M +$68.5K +1,579 +1%
RJFSA
121
Raymond James Financial Services Advisors
Florida
$4.73M +$909K +20,950 +23%
N
122
Natixis
France
$4.72M +$4.81M +110,896 New
RJA
123
Raymond James & Associates
Florida
$4.71M -$256K -5,896 -5%
RWA
124
Redhawk Wealth Advisors
Minnesota
$4.65M +$140K +3,217 +3%
VIM
125
VCU Investment Management
Virginia
$4.6M

SPEM Hedge Fund Activity: Q3 2021 in Review

515 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q3 2021, worth a combined $4.01B — down 5.3% from $4.23B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SPEM and 40 opened new positions — a net loss of 9 holders — while 164 trimmed existing stakes and 233 added.

The largest buyer was Citadel Advisors, adding an estimated $110M. The largest seller was Weitzel Financial Services, cutting an estimated $120M.

  • 515 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q3 2021, down from 532 in Q2 2021.
  • Funds reported $4.01B of State Street SPDR Portfolio Emerging Markets ETF stock for Q3 2021, down 5.3% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q3 2021 and 49 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q3 2021 was Citadel Advisors, an estimated $110M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q3 2021 was Weitzel Financial Services, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2021.