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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
PFA
201
Pure Financial Advisors
California
$2.36M -$145K -3,400 -6%
LPT
202
Legacy Private Trust
Wisconsin
$2.35M -$215K -5,038 -8%
BWFA
203
Baltimore-Washington Financial Advisors
Maryland
$2.35M -$97.4K -2,277 -4%
SFS
204
Sowell Financial Services
Arkansas
$2.35M +$14.8K +346 +0.6%
TWP
205
Tempus Wealth Planning
California
$2.3M -$55.6K -1,300 -2%
AIS
206
American Investment Services
Massachusetts
$2.28M +$583K +13,639 +33%
OC
207
Oarsman Capital
Wisconsin
$2.27M -$40.2K -940 -2%
MIH
208
Meitav Investment House
Israel
$2.24M +$232K +5,420 +11%
William Blair & Company
209
William Blair & Company
Illinois
$2.23M -$95.7K -2,239 -4%
AFS
210
Annapolis Financial Services
Maryland
$2.21M +$8.38K +196 +0.4%
PMG
211
ProVise Management Group
Florida
$2.2M +$534K +12,480 +31%
BIP
212
Blueprint Investment Partners
North Carolina
$2.19M -$2.58M -60,240 -53%
NC
213
NovaPoint Capital
Georgia
$2.16M +$11.1K +259 +0.5%
Koshinski Asset Management
214
Koshinski Asset Management
Illinois
$2.14M +$161K +3,767 +8%
PWPS
215
Pinnacle Wealth Planning Services
Ohio
$2.09M +$194K +4,544 +10%
FPWM
216
FSB Premier Wealth Management
Iowa
$2.09M +$87.3K +2,043 +4%
BBW
217
Blue Barn Wealth
Utah
$2.04M +$363K +8,497 +21%
HAS
218
HBW Advisory Services
California
$1.96M +$204K +4,765 +11%
NAS
219
Nicolet Advisory Services
Wisconsin
$1.96M -$549K -12,839 -21%
BSW
220
Buckingham Strategic Wealth
Missouri
$1.95M -$140K -3,271 -6%
BA
221
Bristlecone Advisors
Washington
$1.93M +$102K +2,381 +5%
ARC
222
Advisor Resource Council
Texas
$1.93M +$1.98M +46,408 New
SCA
223
Snowden Capital Advisors
New York
$1.92M +$31K +725 +2%
Renaissance Technologies
224
Renaissance Technologies
New York
$1.9M +$1.95M +45,700 New
GWM
225
Geneos Wealth Management
Colorado
$1.87M +$522K +12,215 +37%

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.