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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
GM
126
GeoWealth Management
Illinois
$4.76M -$503K -12,668 -10%
MWM
127
Mascoma Wealth Management
New Hampshire
$4.65M +$4.38M +110,353 New
NA
128
NewEdge Advisors
Louisiana
$4.51M +$3.55M +89,542 +515%
DL
129
DOHJ LLC
Washington
$4.45M +$1.47M +37,056 +61%
WMG
130
WESCAP Management Group
California
$4.38M -$152K -3,841 -4%
TFA
131
Tranquilli Financial Advisor
New Jersey
$4.25M +$4.01M +100,930 New
TIM
132
Tortoise Investment Management
New York
$4.25M +$256K +6,459 +7%
CCFM
133
Clear Creek Financial Management
Washington
$4.2M +$3.96M +99,675 New
JFS
134
JD Financial Services
Pennsylvania
$4.19M +$3.95M +99,425 New
VCM
135
Vision Capital Management
Oregon
$4.07M -$11K -276 -0.3%
RPCA
136
Running Point Capital Advisors
California
$4.02M +$3.79M +95,429 New
OAM
137
Occidental Asset Management
California
$3.91M +$605K +15,248 +20%
PAS
138
Park Avenue Securities
New York
$3.86M +$428K +10,781 +13%
CIAS
139
Capital Investment Advisory Services
North Carolina
$3.78M +$1.14M +28,768 +47%
PG
140
Proffitt & Goodson
Tennessee
$3.71M -$53.4K -1,345 -2%
LFAS
141
Level Four Advisory Services
Texas
$3.64M +$542K +13,656 +19%
WCM
142
Windsor Capital Management
Arizona
$3.63M +$78.5K +1,978 +2%
X
143
Xponance
Pennsylvania
$3.52M -$6.89M -173,699 -68%
MWM
144
McNaughton Wealth Management
California
$3.48M -$93.6K -2,359 -3%
PPWM
145
PFG Private Wealth Management
Florida
$3.45M +$177K +4,450 +6%
FTUS
146
Flow Traders U.S.
New York
$3.45M +$2.99M +75,311 +1,172%
OC
147
Oarsman Capital
Wisconsin
$3.44M +$481K +12,114 +17%
RJFSA
148
Raymond James Financial Services Advisors
Florida
$3.41M +$1.14M +28,827 +55%
KBFS
149
Kohmann Bosshard Financial Services
Ohio
$3.39M -$189K -4,758 -6%
NFG
150
NewFocus Financial Group
Washington
$3.36M +$40.2K +1,013 +1%

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.