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State Street SPDR Portfolio Emerging Markets ETF

476 hedge funds and large institutions have $3.37B invested in State Street SPDR Portfolio Emerging Markets ETF in 2020 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 201 increasing their positions, 140 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 22

44% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 140

21% more capital invested

Capital invested by funds: $2.78B → $3.37B (+$597M)

19% more funds holding in top 10

Funds holding in top 10: 3137 (+6)

15% more funds holding

Funds holding: 414476 (+62)

2.04% more ownership

Funds ownership: 63.38%65.42% (+2%)

Holders
476
Holders Change
+62
Holders Change %
+14.98%
% of All Funds
8.42%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.65%
New
91
Increased
201
Reduced
140
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$503M -$8.78M -221,213 -2%
Financial Engines Advisors
2
Financial Engines Advisors
California
$108M +$27.5M +691,901 +37%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$102M -$2.37M -59,622 -2%
AF
4
Allworth Financial
California
$97.1M +$1.5M +37,876 +2%
LPL Financial
5
LPL Financial
California
$95.5M +$42M +1,058,401 +88%
PI
6
PFS Investments
Georgia
$80.1M +$6.07M +152,872 +9%
Wells Fargo
7
Wells Fargo
California
$79.4M -$10.8M -271,270 -13%
TF
8
TIAA FSB
Florida
$76.3M +$8.27M +208,248 +13%
Osaic Holdings
9
Osaic Holdings
Arizona
$72.4M -$2.03M -51,273 -3%
Bank of America
10
Bank of America
North Carolina
$69.8M +$467K +11,755 +0.7%
GI
11
Gradient Investments
Minnesota
$66.8M -$422K -10,644 -0.6%
Ameriprise
12
Ameriprise
Minnesota
$63.5M +$38.8M +976,432 +184%
State Street
13
State Street
Massachusetts
$62.5M +$1.13M +28,510 +2%
SMM
14
Stadion Money Management
Georgia
$60.7M -$5.4M -136,045 -9%
Morgan Stanley
15
Morgan Stanley
New York
$57.3M +$1.7M +42,783 +3%
MFS
16
McNamara Financial Services
Massachusetts
$53.7M +$6.67K +168 +0%
FI
17
FormulaFolio Investments
Michigan
$52.3M +$2.77M +69,739 +6%
GC
18
Grimes & Company
Massachusetts
$46.3M +$1.48M +37,342 +4%
AssetMark Inc
19
AssetMark Inc
California
$44.7M -$3.41M -86,021 -7%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$39.5M -$796K -20,050 -2%
UBS Group
21
UBS Group
Switzerland
$37.1M +$2.55M +64,237 +8%
BCI
22
Brinker Capital Investments
Pennsylvania
$35.6M -$2.52M -63,442 -7%
AA
23
Advisory Alpha
Michigan
$35.3M -$1.68M -42,360 -5%
TC
24
TownSquare Capital
Utah
$35.2M +$1.1M +27,750 +3%
KW
25
KWB Wealth
California
$31.2M +$29.3M +739,293 New

SPEM Hedge Fund Activity: Q4 2020 in Review

476 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2020, worth a combined $3.37B — up 21% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPEM positions and 22 closed out — a net gain of 69 holders — while 201 added to existing stakes and 140 trimmed.

The largest buyer was LPL Financial, adding an estimated $42M. The largest seller was Horizon Investments, exiting entirely with an estimated $120M sold.

  • 476 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2020, up from 414 in Q3 2020.
  • Funds reported $3.37B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 91 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2020 and 22 closed out, a net change of +69 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2020 was LPL Financial, an estimated $42M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2020 was Horizon Investments, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2020.