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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
HI
1
Horizon Investments
North Carolina
$141M -$789K -22,658 -0.6%
State Street
2
State Street
Massachusetts
$81.6M +$21M +602,171 +36%
SMM
3
Stadion Money Management
Georgia
$80.9M +$45.3M +1,300,512 +135%
Bank of America
4
Bank of America
North Carolina
$79.1M +$34.7M +996,145 +82%
Wells Fargo
5
Wells Fargo
California
$74.5M +$40.1M +1,150,264 +123%
AF
6
Allworth Financial
California
$58.7M +$5.17M +148,566 +10%
PI
7
PFS Investments
Georgia
$58.4M +$9.04M +259,730 +19%
AssetMark Inc
8
AssetMark Inc
California
$58.1M +$21.8M +627,350 +63%
Morgan Stanley
9
Morgan Stanley
New York
$46.3M +$16.2M +466,351 +56%
GI
10
Gradient Investments
Minnesota
$43M +$13.6M +389,323 +48%
BCI
11
Brinker Capital Investments
Pennsylvania
$40.9M +$139K +4,004 +0.4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$39.2M +$19.7M +565,287 +106%
GFPC
13
Global Financial Private Capital
Florida
$37.4M +$25.1M +720,423 +222%
GC
14
Grimes & Company
Massachusetts
$32.5M +$30.8M +883,113 +3,514%
FWM
15
Focused Wealth Management
New York
$32.3M +$2.78M +79,973 +10%
MFS
16
McNamara Financial Services
Massachusetts
$30.7M +$1.67M +48,039 +5%
UBS Group
17
UBS Group
Switzerland
$29.8M +$2.61M +74,907 +10%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$28.9M +$2.73M +78,277 +11%
IWS
19
Insight Wealth Strategies
California
$22.5M -$206K -5,908 -0.9%
TC
20
Trilogy Capital
California
$20.7M +$14.8M +424,454 +274%
NAS
21
Nicolet Advisory Services
Wisconsin
$20.7M +$20.2M +579,020 New
TC
22
TownSquare Capital
Utah
$20.5M +$4.02M +115,498 +25%
AIM
23
Astor Investment Management
Illinois
$20.1M +$19.6M +561,957 New
Creative Planning
24
Creative Planning
Kansas
$19.9M +$4.88M +140,128 +34%
SEIA
25
Signature Estate & Investment Advisors
California
$19.2M +$617K +17,733 +3%
1
2 3 4 5

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.