We are live on ! Find out more
SPEM icon

State Street SPDR Portfolio Emerging Markets ETF

198 hedge funds and large institutions have $961M invested in State Street SPDR Portfolio Emerging Markets ETF in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 75 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,267% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 6

226% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 23

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

72% more capital invested

Capital invested by funds: $557M → $961M (+$404M)

61% more funds holding

Funds holding: 123198 (+75)

0.56% more ownership

Funds ownership: 54.62%55.18% (+0.56%)

Holders
198
Holders Change
+75
Holders Change %
+60.98%
% of All Funds
4.54%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.37%
New
82
Increased
75
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$134M +$9.04M +225,631 +7%
AssetMark Inc
2
AssetMark Inc
California
$68.6M +$5.31M +132,502 +8%
SMM
3
Stadion Money Management
Georgia
$61.9M -$5.9M -147,152 -9%
HI
4
Horizon Investments
North Carolina
$55.7M +$56.8M +1,417,418 New
GFPC
5
Global Financial Private Capital
Florida
$52.2M +$10.1M +252,758 +23%
Wells Fargo
6
Wells Fargo
California
$46.5M +$13.5M +337,924 +40%
BCI
7
Brinker Capital Investments
Pennsylvania
$39.9M +$31.6M +787,443 +345%
Morgan Stanley
8
Morgan Stanley
New York
$34.5M +$18.2M +454,314 +107%
MFS
9
McNamara Financial Services
Massachusetts
$33.5M +$255K +6,362 +0.8%
AF
10
Allworth Financial
California
$32M +$32.6M +813,745 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$29M +$13.6M +340,026 +85%
VIM
12
VCU Investment Management
Virginia
$26M +$26.5M +662,434 New
GI
13
Gradient Investments
Minnesota
$20.7M +$19.4M +482,987 +1,084%
AIM
14
Astor Investment Management
Illinois
$17.6M -$302K -7,540 -2%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$14.2M +$4M +99,945 +38%
AA
16
Advisory Alpha
Michigan
$13.1M -$361K -9,000 -3%
Bank of America
17
Bank of America
North Carolina
$12.6M +$3.7M +92,366 +40%
PI
18
PFS Investments
Georgia
$10.5M +$11.1M +277,977 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$9.87M +$4.27M +106,518 +68%
BS
20
Banco Santander
Spain
$9.47M +$9.65M +240,940 New
QA
21
Quantitative Advantage
Minnesota
$9.09M +$9.27M +231,365 New
WAS
22
Winch Advisory Services
Wisconsin
$8.07M +$7.98M +199,203 +3,201%
AIA
23
Allegis Investment Advisors
Idaho
$7.84M +$7.99M +199,396 New
SWM
24
SigFig Wealth Management
California
$7.11M +$7.25M +180,846 New
FWM
25
Focused Wealth Management
New York
$6.82M +$2.53M +63,066 +57%

SPEM Hedge Fund Activity: Q1 2018 in Review

198 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q1 2018, worth a combined $961M — up 72% from $557M a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SPEM positions and 6 closed out — a net gain of 76 holders — while 75 added to existing stakes and 23 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $56.8M. The largest seller was Stadion Money Management, cutting an estimated $5.9M.

  • 198 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q1 2018, up from 123 in Q4 2017.
  • Funds reported $961M of State Street SPDR Portfolio Emerging Markets ETF stock for Q1 2018, up 72% quarter-over-quarter.
  • 82 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q1 2018 and 6 closed out, a net change of +76 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q1 2018 was Horizon Investments, an estimated $56.8M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q1 2018 was Stadion Money Management, an estimated $5.9M sold.

Based on aggregated 13F filings for Q1 2018.