We are live on ! Find out more
SPEM icon

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
VIM
126
Vista Investment Management
Pennsylvania
$2.69M +$27.2K +756 +1%
MFS
127
Madrona Financial Services
Washington
$2.69M +$23.2K +645 +0.9%
PA
128
Probity Advisors
Texas
$2.65M -$33.4K -926 -1%
CA
129
Continuum Advisory
Idaho
$2.63M +$137K +3,788 +6%
PFG
130
PAX Financial Group
Texas
$2.62M +$2.56M +71,024 New
HighTower Advisors
131
HighTower Advisors
Illinois
$2.53M +$192K +5,334 +9%
CFD
132
Creative Financial Designs
Indiana
$2.53M +$635K +17,607 +36%
BWFA
133
Baltimore-Washington Financial Advisors
Maryland
$2.51M +$237K +6,570 +11%
PFG
134
Pacific Financial Group
Washington
$2.49M +$144K +4,007 +6%
AF
135
Advisornet Financial
Minnesota
$2.48M +$969K +26,877 +69%
JP Morgan Chase
136
JP Morgan Chase
New York
$2.46M -$21.3K -592 -0.9%
LFAS
137
Level Four Advisory Services
Texas
$2.45M +$2.35M +65,303 New
FAAM
138
First Ascent Asset Management
Colorado
$2.4M +$2.3M +63,715 New
SIA
139
Starfire Investment Advisers
Michigan
$2.38M
MML Investors Services
140
MML Investors Services
Massachusetts
$2.35M +$82.1K +2,278 +4%
TCM
141
Towercrest Capital Management
Pennsylvania
$2.19M +$91.8K +2,546 +5%
N
142
Natixis
France
$2.18M +$183K +5,080 +10%
MWM
143
McNaughton Wealth Management
California
$2.17M +$2.08M +57,845 New
RJFSA
144
Raymond James Financial Services Advisors
Florida
$2.06M +$1.34M +37,146 +211%
IF
145
IRON Financial
Illinois
$2.02M +$415K +11,504 +27%
MIH
146
Meitav Investment House
Israel
$1.94M -$46.3K -1,286 -2%
SW
147
SkyOak Wealth
Michigan
$1.91M +$1.83M +50,713 New
BPA
148
Beacon Pointe Advisors
California
$1.9M +$548K +15,197 +43%
ACA
149
Atlas Capital Advisors
Wyoming
$1.89M -$44.7K -1,239 -2%
AI
150
Atria Investments
North Carolina
$1.86M +$34.5K +958 +2%

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.