We are live on ! Find out more
SPEM icon

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
PWM
176
Perigon Wealth Management
California
$2.59M -$519K -11,950 -16%
RWM
177
Ritholtz Wealth Management
New York
$2.58M
PFA
178
Pure Financial Advisors
California
$2.56M +$104K +2,393 +4%
SWA
179
Stratos Wealth Advisors
Ohio
$2.55M -$636K -14,653 -20%
GM
180
GeoWealth Management
Illinois
$2.55M -$4.29M -98,891 -62%
NAS
181
Nicolet Advisory Services
Wisconsin
$2.55M -$98.3K -2,264 -4%
IWC
182
Integrated Wealth Concepts
Massachusetts
$2.55M +$525K +12,094 +25%
MML Investors Services
183
MML Investors Services
Massachusetts
$2.51M +$377K +8,688 +17%
BWFA
184
Baltimore-Washington Financial Advisors
Maryland
$2.5M -$30K -692 -1%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$2.48M +$248K +5,719 +11%
OAM
186
Occidental Asset Management
California
$2.47M -$368K -8,473 -13%
AFAS
187
Acorn Financial Advisory Services
Virginia
$2.44M +$206K +4,743 +9%
IWM
188
IHT Wealth Management
Illinois
$2.43M -$64.5K -1,485 -3%
DWM
189
Defined Wealth Management
Oregon
$2.42M +$103K +2,364 +4%
TWP
190
Tempus Wealth Planning
California
$2.41M +$1.84M +42,309 +294%
MA
191
MBA Advisors
Pennsylvania
$2.41M +$123K +2,842 +5%
SFS
192
Sowell Financial Services
Arkansas
$2.39M +$245K +5,649 +11%
William Blair & Company
193
William Blair & Company
Illinois
$2.38M -$28.4K -654 -1%
OC
194
Oarsman Capital
Wisconsin
$2.37M -$77.5K -1,786 -3%
IB
195
Intrust Bank
Kansas
$2.31M +$63.8K +1,470 +3%
AFS
196
Annapolis Financial Services
Maryland
$2.25M
DI
197
Diligent Investors
California
$2.25M
CAC
198
Certified Advisory Corp
Florida
$2.22M +$290K +6,685 +15%
NC
199
NovaPoint Capital
Georgia
$2.2M +$22.2K +511 +1%
AC
200
Apella Capital
Connecticut
$2.16M -$19.6K -452 -0.9%

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.