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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
SB
201
Suntrust Banks
Georgia
$289K +$27.1K +822 +10%
RIA
202
Regal Investment Advisors
Michigan
$284K +$289K +8,768 New
SCM
203
Stonehearth Capital Management
Massachusetts
$277K -$51K -1,546 -15%
AC
204
Alexandria Capital
Virginia
$276K +$282K +8,538 New
BTS
205
BB&T Securities
Virginia
$276K +$282K +8,557 New
AP
206
Advisor Partners
California
$275K +$8.77K +266 +3%
KWM
207
Kingsview Wealth Management
Oregon
$271K +$16.4K +496 +6%
ACP
208
Aveo Capital Partners
Colorado
$269K +$17.3K +525 +7%
ARG
209
Advisory Resource Group
Oklahoma
$260K +$265K +8,036 New
GBBWRPM
210
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$253K -$719K -21,814 -74%
Mariner
211
Mariner
Kansas
$253K +$9.43K +286 +4%
SW
212
SlateStone Wealth
Florida
$251K +$256K +7,763 New
AIC
213
Ameritas Investment Company
Nebraska
$249K +$254K +7,710 New
SIA
214
Strategic Investment Advisors
Michigan
$248K +$253K +7,666 New
WCM
215
Weatherstone Capital Management
Colorado
$242K +$229K +6,935 New
SIAS
216
Shine Investment Advisory Services
Colorado
$228K +$232K +7,038 New
PWMG
217
Prestige Wealth Management Group
New Jersey
$227K +$231K +7,007 New
WT
218
Whittier Trust
California
$219K -$4.95K -150 -2%
SWP
219
Stratos Wealth Partners
Ohio
$213K -$62.2K -1,886 -22%
NFG
220
Next Financial Group
Texas
$210K +$33K +1,000 +18%
NWM
221
Northwest Wealth Management
Iowa
$210K +$147K +4,469 +221%
BC
222
Barnett & Company
Tennessee
$206K +$153K +4,650 +271%
IWMA
223
Ironwood Wealth Management (Arizona)
Arizona
$206K +$208K +6,310 +14,341%
BI
224
Ballast Inc
Kentucky
$203K +$204K +6,195 New
SFSG
225
Stearns Financial Services Group
North Carolina
$200K +$203K +6,170 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.