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
AWMG
151
Alliance Wealth Management Group
New Jersey
$1.86M +$78K +2,163 +5%
PAS
152
Park Avenue Securities
New York
$1.82M +$1.2M +33,216 +218%
JFA
153
Johanson Financial Advisors
California
$1.82M +$2.47M +68,458 New
SWA
154
Stratos Wealth Advisors
Ohio
$1.81M +$14.4K +399 +0.8%
A
155
AdvicePeriod
California
$1.78M +$727K +20,167 +74%
LNC
156
Lincoln National Corp
Pennsylvania
$1.7M +$228K +6,321 +16%
LW
157
Linscomb Wealth
Texas
$1.7M +$1.63M +45,286 New
IA
158
IFP Advisors
Florida
$1.68M +$164K +4,558 +11%
FWM
159
Focused Wealth Management
New York
$1.68M -$33.2M -921,489 -95%
TIM
160
Tortoise Investment Management
New York
$1.67M +$356K +9,880 +29%
HR
161
Hayden Royal
North Carolina
$1.66M +$1.63M +45,125 New
IUHSA
162
Itau Unibanco Holding S.A.
Brazil
$1.61M +$216K +6,000 +16%
CAL
163
Capital Analysts LLC
Pennsylvania
$1.61M +$464K +12,884 +43%
SMG
164
Smart Money Group
Texas
$1.61M +$184K +5,112 +14%
PAG
165
Private Advisor Group
New Jersey
$1.59M +$968K +26,872 +174%
W
166
Wealthquest
Ohio
$1.59M -$115K -3,183 -7%
RCA
167
Rowland Carmichael Advisors
Arizona
$1.57M +$268K +7,437 +22%
WIA
168
Wealthstreet Investment Advisors
Texas
$1.56M +$688K +19,091 +85%
CIAS
169
Capital Investment Advisory Services
North Carolina
$1.54M +$271K +7,512 +22%
EWA
170
EP Wealth Advisors
California
$1.53M +$1.46M +40,588 New
SCA
171
Snowden Capital Advisors
New York
$1.52M +$536K +14,864 +58%
SWP
172
Strategic Wealth Partners
Ohio
$1.52M +$272K +7,536 +23%
William Blair & Company
173
William Blair & Company
Illinois
$1.52M +$899K +24,942 +162%
TCA
174
Transcend Capital Advisors
New Jersey
$1.51M +$1.45M +40,252 New
BWM
175
BT Wealth Management
Georgia
$1.51M

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.