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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
BSW
201
Buckingham Strategic Wealth
Missouri
$2.14M +$1.39M +32,057 +175%
AWA
202
ARQ Wealth Advisors
Arizona
$2.14M +$223K +5,144 +11%
PWMG
203
Pinnacle Wealth Management Group
Michigan
$2.1M +$130K +2,996 +6%
CCM
204
Canal Capital Management
Virginia
$2.06M -$46.4K -1,069 -2%
MIH
205
Meitav Investment House
Israel
$2.06M +$148K +3,420 +8%
FPWM
206
FSB Premier Wealth Management
Iowa
$2.05M +$65K +1,497 +3%
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$2.03M +$51.2K +1,180 +3%
CCWA
208
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.02M
HI
209
Harbour Investments
Wisconsin
$2.01M -$165K -3,797 -7%
EWA
210
EP Wealth Advisors
California
$2M -$683K -15,733 -25%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$2M +$320K +7,381 +19%
FWI
212
Facet Wealth Inc
Maryland
$1.99M -$23.1K -531 -1%
BCM
213
Boltwood Capital Management
California
$1.99M -$65.8K -1,515 -3%
Bank of New York Mellon
214
Bank of New York Mellon
New York
$1.98M +$119K +2,749 +6%
PWPS
215
Pinnacle Wealth Planning Services
Ohio
$1.95M +$154K +3,540 +8%
MPW
216
MA Private Wealth
California
$1.95M -$309K -7,124 -13%
CAL
217
Capital Analysts LLC
Pennsylvania
$1.94M +$350K +8,068 +22%
TFA
218
Tobias Financial Advisors
Florida
$1.94M +$62.4K +1,437 +3%
SCA
219
Snowden Capital Advisors
New York
$1.94M +$253K +5,837 +15%
WP
220
WealthSource Partners
California
$1.93M -$29.8K -687 -1%
VIA
221
Vickerman Investment Advisors
Washington
$1.92M +$1.95M +45,021 New
ML
222
McAdam LLC
Pennsylvania
$1.9M -$40.2K -926 -2%
FFWM
223
Future Financial Wealth Management
Ohio
$1.89M
OIA
224
OneDigital Investment Advisors
Kansas
$1.89M +$47.1K +1,085 +3%
BA
225
Bristlecone Advisors
Washington
$1.88M +$60.2K +1,387 +3%

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.