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State Street SPDR Portfolio Emerging Markets ETF
SPEM

313 hedge funds and large institutions have $1.69B invested in State Street SPDR Portfolio Emerging Markets ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 179 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 56

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

46% more capital invested

Capital invested by funds: $1.16B → $1.69B (+$535M)

28% more funds holding in top 10

Funds holding in top 10: 25 → 32 (+7)

9% more funds holding

Funds holding: 287 → 313 (+26)

1.07% more ownership

Funds ownership: 59.57% → 60.65% (+1.1%)

Holders
313
Holders Change
+26
Holders Change %
+9.06%
% of All Funds
6.77%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.69%
New
49
Increased
179
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
+$45.3M
2
Wells Fargo
Wells Fargo
California
+$40.1M
3
Bank of America
Bank of America
North Carolina
+$34.7M
4
GC
Grimes & Company
Massachusetts
+$30.8M
5
GFPC
Global Financial Private Capital
Florida
+$25.1M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$13.5M
2
RWM
Ritholtz Wealth Management
New York
-$10.7M
3
Ameriprise
Ameriprise
Minnesota
-$10.1M
4
AF
Affiance Financial
Minnesota
-$3.89M
5
AAS
Annex Advisory Services
Wisconsin
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
201
Southport Capital Management
Tennessee
$380K +$370K +10,635 New
LFG
202
LifePlan Financial Group
Ohio
$376K -$13.2K -379 -3%
SB
203
Suntrust Banks
Georgia
$373K +$52.6K +1,512 +17%
CAM
204
Concorde Asset Management
Michigan
$369K +$43.4K +1,247 +14%
AC
205
Alexandria Capital
Virginia
$359K +$52.6K +1,512 +18%
WWM
206
Western Wealth Management
Colorado
$350K +$23.3K +668 +7%
FPCP
207
Fort Point Capital Partners
California
$347K -$42.9K -1,231 -11%
NWM
208
Northwest Wealth Management
Iowa
$342K +$107K +3,069 +47%
NA
209
NewEdge Advisors
Louisiana
$340K – – –
WAM
210
Wolverine Asset Management
Illinois
$337K +$211K +6,064 +180%
NFG
211
Next Financial Group
Texas
$330K +$95.5K +2,744 +42%
NFH
212
NEXT Financial Holdings
Texas
$330K +$322K +9,244 New
UAS
213
United Asset Strategies
New York
$328K -$4.63K -133 -1%
CFGS
214
Concourse Financial Group Securities
Alabama
$324K +$109K +3,127 +53%
NA
215
Nottingham Advisors
New York
$319K +$311K +8,931 New
Mariner
216
Mariner
Kansas
$312K +$31.3K +900 +12%
SCM
217
Stonehearth Capital Management
Massachusetts
$307K +$1.18K +34 +0.4%
AAS
218
Avantax Advisory Services
Texas
$307K +$299K +8,590 New
ACM
219
Alpha Capital Management
Texas
$305K +$297K +8,530 New
TA
220
TCG Advisors
Texas
$304K -$37.7K -1,083 -11%
KWM
221
Kingsview Wealth Management
Oregon
$303K +$3.1K +89 +1%
MA
222
Mutual Advisors
Nebraska
$302K +$294K +8,435 New
ARG
223
Advisory Resource Group
Oklahoma
$294K +$23.3K +669 +8%
SPC
224
Sigma Planning Corp
Michigan
$284K +$276K +7,938 New
TPA
225
Trivium Point Advisory
Connecticut
$284K +$277K +7,943 New
7 8
9
10 11

SPEM Hedge Fund Activity: Q1 2019 in Review

313 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q1 2019, worth a combined $1.69B — up 46% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPEM positions and 21 closed out — a net gain of 28 holders — while 179 added to existing stakes and 56 trimmed.

The largest buyer was Stadion Money Management, adding an estimated $45.3M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $13.5M.

  • 313 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q1 2019, up from 287 in Q4 2018.
  • Funds reported $1.69B of State Street SPDR Portfolio Emerging Markets ETF stock for Q1 2019, up 46% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q1 2019 and 21 closed out, a net change of +28 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q1 2019 was Stadion Money Management, an estimated $45.3M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q1 2019 was Carson Wealth (CWM LLC), an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2019.