We are live on ! Find out more
SPEM icon

State Street SPDR Portfolio Emerging Markets ETF

337 hedge funds and large institutions have $1.37B invested in State Street SPDR Portfolio Emerging Markets ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 174 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 83

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

2% more funds holding

Funds holding: 329337 (+8)

2.57% less ownership

Funds ownership: 57.78%55.21% (-2.6%)

14% less capital invested

Capital invested by funds: $1.59B → $1.37B (-$220M)

23% less funds holding in top 10

Funds holding in top 10: 2620 (-6)

Holders
337
Holders Change
+8
Holders Change %
+2.43%
% of All Funds
7.39%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.44%
New
40
Increased
174
Reduced
83
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
126
Wealthquest
Ohio
$1.56M -$278K -8,011 -15%
MA
127
Mutual Advisors
Nebraska
$1.55M +$255K +7,341 +19%
IF
128
IRON Financial
Illinois
$1.45M +$114K +3,281 +8%
GWA
129
Guidant Wealth Advisors
Illinois
$1.43M +$99.6K +2,869 +7%
BWM
130
BT Wealth Management
Georgia
$1.38M
IA
131
IFP Advisors
Florida
$1.37M +$1.39M +40,181 New
PWAG
132
Polaris Wealth Advisory Group
California
$1.36M +$5.62K +162 +0.4%
ASN
133
Advisory Services Network
Georgia
$1.35M
AF
134
Advisornet Financial
Minnesota
$1.34M +$658K +18,976 +94%
LNC
135
Lincoln National Corp
Pennsylvania
$1.34M +$1.35M +39,013 New
AAS
136
Annex Advisory Services
Wisconsin
$1.31M +$81.3K +2,342 +7%
AUB
137
Atlantic Union Bankshares
Virginia
$1.31M +$1.33M +38,202 New
APC
138
Aspire Private Capital
North Carolina
$1.3M -$2.82M -81,251 -68%
SMG
139
Smart Money Group
Texas
$1.29M +$164K +4,725 +14%
FHC
140
First Heartland Consultants
Missouri
$1.29M -$45.9K -1,322 -3%
PG
141
Proffitt & Goodson
Tennessee
$1.28M +$556K +16,021 +75%
IUHSA
142
Itau Unibanco Holding S.A.
Brazil
$1.27M
KBFS
143
Kohmann Bosshard Financial Services
Ohio
$1.23M +$39.9K +1,149 +3%
BI
144
Ballast Inc
Kentucky
$1.23M +$25.9K +745 +2%
AMM
145
American Money Management
California
$1.23M -$24.3K -699 -2%
BPA
146
Beacon Pointe Advisors
California
$1.22M -$112K -3,242 -8%
CCFM
147
Clear Creek Financial Management
Washington
$1.21M -$52.8K -1,521 -4%
CCM
148
Canal Capital Management
Virginia
$1.19M -$568K -16,368 -32%
TIM
149
Tortoise Investment Management
New York
$1.19M +$418K +12,045 +53%
RCA
150
Rowland Carmichael Advisors
Arizona
$1.18M +$471K +13,561 +65%

SPEM Hedge Fund Activity: Q3 2019 in Review

337 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q3 2019, worth a combined $1.37B — down 14% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPEM positions and 29 closed out — a net gain of 11 holders — while 174 added to existing stakes and 83 trimmed.

The largest buyer was Iconiq Capital, opening a new position worth an estimated $20.9M. The largest seller was Jane Street, cutting an estimated $61.6M.

  • 337 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q3 2019, up from 329 in Q2 2019.
  • Funds reported $1.37B of State Street SPDR Portfolio Emerging Markets ETF stock for Q3 2019, down 14% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q3 2019 and 29 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q3 2019 was Iconiq Capital, an estimated $20.9M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q3 2019 was Jane Street, an estimated $61.6M sold.

Based on aggregated 13F filings for Q3 2019.