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State Street SPDR Portfolio Emerging Markets ETF

215 hedge funds and large institutions have $751M invested in State Street SPDR Portfolio Emerging Markets ETF in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 51 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 51

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

4% more funds holding

Funds holding: 207215 (+8)

4.33% less ownership

Funds ownership: 54.99%50.67% (-4.3%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

15% less capital invested

Capital invested by funds: $880M → $751M (-$129M)

Holders
215
Holders Change
+8
Holders Change %
+3.86%
% of All Funds
4.92%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
41
Increased
95
Reduced
51
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$73.8M -$41.2M -1,168,316 -36%
SMM
2
Stadion Money Management
Georgia
$58.1M +$1.41M +40,098 +2%
AF
3
Allworth Financial
California
$43.6M +$14.4M +407,455 +48%
BCI
4
Brinker Capital Investments
Pennsylvania
$39.4M +$949K +26,935 +2%
AssetMark Inc
5
AssetMark Inc
California
$37M -$10.2M -289,470 -21%
Bank of America
6
Bank of America
North Carolina
$36M +$24.4M +691,910 +202%
MFS
7
McNamara Financial Services
Massachusetts
$31.4M +$1.18M +33,437 +4%
Morgan Stanley
8
Morgan Stanley
New York
$26.4M -$261K -7,416 -1%
GI
9
Gradient Investments
Minnesota
$23.9M +$2.59M +73,436 +12%
Wells Fargo
10
Wells Fargo
California
$22.3M -$19.7M -559,698 -47%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$18.8M +$18.3M +518,055 +2,440%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$17.8M -$7.65M -216,986 -30%
Ameriprise
13
Ameriprise
Minnesota
$15.4M +$10.7M +303,525 +220%
GFPC
14
Global Financial Private Capital
Florida
$14.7M -$28.1M -797,779 -65%
AA
15
Advisory Alpha
Michigan
$13.5M +$1.43M +40,689 +10%
UBS Group
16
UBS Group
Switzerland
$12.7M +$5.04M +143,181 +65%
FWM
17
Focused Wealth Management
New York
$11.7M -$265K -7,525 -2%
FHA
18
First Horizon Advisors
Tennessee
$10.2M +$959K +27,215 +10%
Creative Planning
19
Creative Planning
Kansas
$10.1M +$4.09M +116,060 +66%
ACM
20
AlphaStar Capital Management
North Carolina
$8.62M +$2.27M +64,510 +35%
VIM
21
VCU Investment Management
Virginia
$8.6M +$2.75M +77,919 +46%
SWM
22
SigFig Wealth Management
California
$8.53M +$860K +24,413 +11%
BS
23
Banco Santander
Spain
$7.4M -$524K -14,870 -7%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$6.98M -$5.69M -161,462 -45%
WI
25
WrapManager Inc
California
$6.9M +$918K +26,042 +15%