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State Street SPDR Portfolio Emerging Markets ETF

287 hedge funds and large institutions have $1.16B invested in State Street SPDR Portfolio Emerging Markets ETF in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 120 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 24

140% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 50

108% more funds holding in top 10

Funds holding in top 10: 1225 (+13)

54% more capital invested

Capital invested by funds: $751M → $1.16B (+$408M)

33% more funds holding

Funds holding: 215287 (+72)

8.91% more ownership

Funds ownership: 50.67%59.57% (+8.9%)

Holders
287
Holders Change
+72
Holders Change %
+33.49%
% of All Funds
6.39%
Holding in Top 10
25
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+108.33%
% of All Funds
0.56%
New
97
Increased
120
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$402K +$153K +4,627 +66%
WAM
177
Watermark Asset Management
California
$396K +$6.43K +195 +2%
CT
178
Coastline Trust
Rhode Island
$393K +$400K +12,135 New
GVAG
179
Great Valley Advisor Group
Delaware
$391K +$438K +13,278 New
ZIG
180
Zurich Insurance Group
Switzerland
$382K +$389K +11,800 New
SFS
181
Sowell Financial Services
Arkansas
$382K +$389K +11,811 New
PG
182
Proffitt & Goodson
Tennessee
$380K +$371K +11,243 +2,200%
IB
183
Intrust Bank
Kansas
$380K +$388K +11,756 New
BAM
184
Berkshire Asset Management
Pennsylvania
$372K +$127K +3,847 +50%
AIS
185
Accurate Investment Solutions
Pennsylvania
$367K -$1.39K -42 -0.4%
AF
186
Advisornet Financial
Minnesota
$366K -$312K -9,453 -46%
FPCP
187
Fort Point Capital Partners
California
$354K +$360K +10,926 New
NFG
188
NewFocus Financial Group
Washington
$353K -$963K -29,214 -73%
LFG
189
LifePlan Financial Group
Ohio
$352K -$34.1K -1,034 -9%
PP
190
PrairieView Partners
Minnesota
$350K +$357K +10,820 New
Renaissance Technologies
191
Renaissance Technologies
New York
$343K +$350K +10,600 New
SHIM
192
Stone House Investment Management
Pennsylvania
$330K -$172K -5,231 -34%
VBFP
193
Valtinson Bruner Financial Planning
Minnesota
$329K +$335K +10,171 New
PWM
194
Paulson Wealth Management
Illinois
$328K +$319K +9,682 New
BA
195
BKS Advisors
Michigan
$319K +$118K +3,565 +57%
PWA
196
Peterson Wealth Advisors
Utah
$311K +$18.7K +566 +6%
TA
197
TCG Advisors
Texas
$310K +$316K +9,579 New
UAS
198
United Asset Strategies
New York
$302K +$21K +636 +7%
CAM
199
Concorde Asset Management
Michigan
$295K +$890 +27 +0.3%
WWM
200
Western Wealth Management
Colorado
$294K +$300K +9,089 New

SPEM Hedge Fund Activity: Q4 2018 in Review

287 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2018, worth a combined $1.16B — up 54% from $751M a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new SPEM positions and 24 closed out — a net gain of 73 holders — while 120 added to existing stakes and 50 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $131M. The largest seller was Stadion Money Management, cutting an estimated $23.3M.

  • 287 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2018, up from 215 in Q3 2018.
  • Funds reported $1.16B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2018, up 54% quarter-over-quarter.
  • 97 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2018 and 24 closed out, a net change of +73 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2018 was Horizon Investments, an estimated $131M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2018 was Stadion Money Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2018.