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State Street SPDR Portfolio Emerging Markets ETF

580 hedge funds and large institutions have $3.92B invested in State Street SPDR Portfolio Emerging Markets ETF in 2021 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 257 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

65% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 156

13% more funds holding

Funds holding: 515580 (+65)

1.1% more ownership

Funds ownership: 69.52%70.62% (+1.1%)

2% less capital invested

Capital invested by funds: $4.01B → $3.92B (-$84.6M)

26% less funds holding in top 10

Funds holding in top 10: 3526 (-9)

Holders
580
Holders Change
+65
Holders Change %
+12.62%
% of All Funds
8.93%
Holding in Top 10
26
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-25.71%
% of All Funds
0.4%
New
110
Increased
257
Reduced
156
Closed
35
Calls
$1.96M
Puts
Net Calls
+$1.96M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Congress Wealth Management
Massachusetts
$2.82M +$2.91M +67,994 New
PWM
177
Provident Wealth Management
Tennessee
$2.8M +$165K +3,849 +6%
CW
178
CreativeOne Wealth
Kansas
$2.79M +$1.03M +24,104 +56%
MML Investors Services
179
MML Investors Services
Massachusetts
$2.78M +$342K +7,997 +14%
WFS
180
Weitzel Financial Services
Iowa
$2.78M +$17.5K +410 +0.6%
FAM
181
Formidable Asset Management
Ohio
$2.73M +$63K +1,474 +2%
CCM
182
Canal Capital Management
Virginia
$2.72M +$726K +16,971 +35%
AFAS
183
Acorn Financial Advisory Services
Virginia
$2.71M +$335K +7,831 +14%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$2.71M +$788K +18,423 +39%
VIM
185
VCU Investment Management
Virginia
$2.69M -$1.86M -43,472 -40%
CM
186
Columbus Macro
Pennsylvania
$2.57M -$177K -4,134 -6%
DWM
187
Defined Wealth Management
Oregon
$2.57M +$207K +4,850 +9%
DI
188
Diligent Investors
California
$2.54M +$506K +11,842 +24%
WAP
189
Wealthcare Advisory Partners
Pennsylvania
$2.52M +$106K +2,475 +4%
ML
190
McAdam LLC
Pennsylvania
$2.5M +$664K +15,520 +35%
PWM
191
Perigon Wealth Management
California
$2.48M -$48K -1,122 -2%
RWM
192
Ritholtz Wealth Management
New York
$2.47M -$43.4K -1,015 -2%
MA
193
MBA Advisors
Pennsylvania
$2.44M +$94.7K +2,214 +4%
GM
194
GeoWealth Management
Illinois
$2.43M -$56.4K -1,319 -2%
RPCA
195
Running Point Capital Advisors
California
$2.43M -$1.84M -42,948 -42%
OAM
196
Occidental Asset Management
California
$2.42M +$15.1K +353 +0.6%
IB
197
Intrust Bank
Kansas
$2.42M +$169K +3,963 +7%
CAL
198
Capital Analysts LLC
Pennsylvania
$2.4M +$526K +12,304 +27%
BCM
199
Boltwood Capital Management
California
$2.38M +$451K +10,550 +23%
VPW
200
Vericrest Private Wealth
Pennsylvania
$2.36M +$2.43M +56,951 New

SPEM Hedge Fund Activity: Q4 2021 in Review

580 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2021, worth a combined $3.92B — down 2.1% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SPEM positions and 35 closed out — a net gain of 75 holders — while 257 added to existing stakes and 156 trimmed.

The largest buyer was Creative Planning, adding an estimated $90.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $136M sold.

  • 580 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2021, up from 515 in Q3 2021.
  • Funds reported $3.92B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2021, down 2.1% quarter-over-quarter.
  • 110 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2021 and 35 closed out, a net change of +75 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2021 was Creative Planning, an estimated $90.6M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2021 was Citadel Advisors, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2021.