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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
SC
176
Savant Capital
Illinois
$3.13M -$180K -4,025 -6%
CWM
177
Cornerstone Wealth Management
Missouri
$3.13M +$177K +3,955 +6%
CM
178
Columbus Macro
Pennsylvania
$3.13M -$73.6K -1,644 -2%
ARG
179
Advisory Resource Group
Oklahoma
$3.12M +$768K +17,156 +33%
OPS
180
Orion Portfolio Solutions
Nebraska
$3.11M +$198K +4,416 +7%
GP
181
Girard Partners
Pennsylvania
$3.08M +$72.8K +1,626 +2%
OAM
182
Occidental Asset Management
California
$3.03M -$679K -15,168 -19%
FGAM
183
Financial Gravity Asset Management
Texas
$3.01M +$165K +3,678 +6%
CA
184
CGN Advisors
Kansas
$3M +$507K +11,335 +21%
PFG
185
PAX Financial Group
Texas
$2.95M +$25.8K +576 +0.9%
UWM
186
USAdvisors Wealth Management
Minnesota
$2.91M +$507K +11,319 +21%
EWM
187
Echo Wealth Management
Minnesota
$2.87M -$336K -7,506 -10%
RA
188
RFG Advisory
Alabama
$2.87M +$174K +3,890 +7%
EWA
189
EP Wealth Advisors
California
$2.86M -$1.19M -26,638 -30%
LPT
190
Legacy Private Trust
Wisconsin
$2.86M -$25.9K -578 -0.9%
NAS
191
Nicolet Advisory Services
Wisconsin
$2.83M -$211K -4,704 -7%
PWM
192
Provident Wealth Management
Tennessee
$2.82M -$260K -5,801 -9%
RWM
193
Ritholtz Wealth Management
New York
$2.75M
BWFA
194
Baltimore-Washington Financial Advisors
Maryland
$2.71M -$12.3K -275 -0.5%
IWM
195
IHT Wealth Management
Illinois
$2.67M +$50.2K +1,121 +2%
PFA
196
Pure Financial Advisors
California
$2.63M -$48.3K -1,078 -2%
OC
197
Oarsman Capital
Wisconsin
$2.62M +$156K +3,484 +6%
William Blair & Company
198
William Blair & Company
Illinois
$2.57M +$122K +2,726 +5%
DWM
199
Defined Wealth Management
Oregon
$2.49M -$22.4K -500 -0.9%
AFS
200
Annapolis Financial Services
Maryland
$2.41M +$6.36K +142 +0.3%

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.