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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
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$5.28M +$3.46M +77,302 +189%
VA
127
Valmark Advisers
Ohio
$5.23M -$1.65M -36,937 -24%
QA
128
Quantitative Advantage
Minnesota
$5.13M +$184K +4,108 +4%
TIM
129
Tortoise Investment Management
New York
$5.1M +$183K +4,087 +4%
CI
130
CX Institutional
Indiana
$5.03M +$4.56M +101,965 +1,180%
ADL
131
Asset Dedication LLC
California
$5.03M +$185K +4,124 +4%
VIM
132
VCU Investment Management
Virginia
$4.92M -$151K -3,377 -3%
TFA
133
TPG Financial Advisors
Oregon
$4.88M -$380K -8,492 -7%
SWP
134
Stratos Wealth Partners
Ohio
$4.85M -$164K -3,662 -3%
RWA
135
Redhawk Wealth Advisors
Minnesota
$4.83M -$73.4K -1,640 -2%
WMG
136
WESCAP Management Group
California
$4.71M -$25.8K -577 -0.6%
FAM
137
Formidable Asset Management
Ohio
$4.65M +$2.27M +50,692 +99%
RPCA
138
Running Point Capital Advisors
California
$4.63M -$70K -1,563 -2%
FP
139
Fiduciary Planning
Florida
$4.61M +$4.53M +101,201 New
WCM
140
Windsor Capital Management
Arizona
$4.4M +$185K +4,123 +4%
VCM
141
Vision Capital Management
Oregon
$4.35M -$13.8K -309 -0.3%
PWP
142
Personal Wealth Partners
Minnesota
$4.33M +$1.73M +38,569 +68%
SS
143
Simplicity Solutions
Minnesota
$4.22M +$1.19M +26,662 +40%
RIM
144
Redwood Investment Management
Arizona
$4.16M -$3.9M -87,097 -49%
AFP
145
Ausdal Financial Partners
Iowa
$4.15M +$440K +9,819 +12%
BMD
146
Better Money Decisions
New Mexico
$4.15M +$242K +5,411 +6%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$4.11M +$808K +18,058 +25%
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$4.02M +$636K +14,197 +19%
5L
149
55I LLC
Massachusetts
$4M +$813K +18,152 +26%
CA
150
CSM Advisors
Pennsylvania
$3.95M +$3.88M +86,731 New

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.