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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
WMG
126
WESCAP Management Group
California
$4.41M +$6.38K +147 +0.1%
WCM
127
Windsor Capital Management
Arizona
$4.38M +$273K +6,291 +7%
RPCA
128
Running Point Capital Advisors
California
$4.32M -$7.86K -181 -0.2%
MCWS
129
McKinley Carter Wealth Services
West Virginia
$4.26M -$1.3M -29,940 -23%
BMD
130
Better Money Decisions
New Mexico
$4.25M +$380K +8,755 +10%
DJSG
131
D.J. St. Germain
Massachusetts
$4.19M +$4.28M +98,590 New
LFPWM
132
Leicht Financial Planning & Wealth Management
New Jersey
$4.16M +$4.2M +96,676 New
SS
133
Simplicity Solutions
Minnesota
$4.13M +$185K +4,258 +5%
VCM
134
Vision Capital Management
Oregon
$4.07M +$304 +7 +0%
MHR
135
Matthew Hamilton Rosenberg
$3.94M -$52.6K -1,211 -2%
SWP
136
Stratos Wealth Partners
Ohio
$3.92M -$621K -14,298 -13%
CWM
137
Cornerstone Wealth Management
Missouri
$3.83M +$921K +21,227 +31%
AFP
138
Ausdal Financial Partners
Iowa
$3.73M -$154K -3,556 -4%
VBFP
139
Valtinson Bruner Financial Planning
Minnesota
$3.71M -$36.6K -844 -1%
PPWM
140
PFG Private Wealth Management
Florida
$3.68M +$256K +5,896 +7%
FP
141
Fiduciary Planning
Florida
$3.6M -$720K -16,593 -16%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$3.6M -$163K -3,745 -4%
MWM
143
McNaughton Wealth Management
California
$3.56M -$40.6K -935 -1%
SC
144
Savant Capital
Illinois
$3.51M +$591K +13,613 +20%
OPS
145
Orion Portfolio Solutions
Nebraska
$3.5M +$604K +13,921 +20%
PG
146
Proffitt & Goodson
Tennessee
$3.46M -$5.12K -118 -0.1%
VIM
147
Vista Investment Management
Pennsylvania
$3.46M +$87.9K +2,025 +3%
PA
148
Probity Advisors
Texas
$3.35M +$326K +7,509 +11%
GL
149
Graypoint LLC
New York
$3.34M -$243K -5,597 -7%
CAI
150
Capital Advisors Inc
Oklahoma
$3.33M +$20.9K +481 +0.6%

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.