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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
Creative Planning
1
Creative Planning
Kansas
$697M +$90.6M +2,119,778 +14%
Financial Engines Advisors
2
Financial Engines Advisors
California
$267M +$43.3M +1,012,695 +19%
LPL Financial
3
LPL Financial
California
$165M +$26.2M +611,693 +18%
AF
4
Allworth Financial
California
$121M +$13.6M +318,444 +12%
Ameriprise
5
Ameriprise
Minnesota
$84.6M +$23.9M +559,967 +38%
TF
6
TIAA FSB
Florida
$84.5M +$2.77M +64,709 +3%
State Street
7
State Street
Massachusetts
$81.2M -$6.9M -161,351 -8%
Bank of America
8
Bank of America
North Carolina
$79.3M +$1.92M +44,794 +2%
Wells Fargo
9
Wells Fargo
California
$72M -$1.84M -42,948 -2%
Morgan Stanley
10
Morgan Stanley
New York
$66M +$15.7M +367,693 +30%
MFS
11
McNamara Financial Services
Massachusetts
$64.7M +$1.73M +40,369 +3%
AA
12
Advisory Alpha
Michigan
$61.6M +$7.48M +174,961 +13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$57M -$7.12M -166,510 -11%
SMM
14
Stadion Money Management
Georgia
$52.7M +$1.28M +29,910 +2%
Jane Street
15
Jane Street
New York
$51.3M -$79M -1,848,367 -60%
UBS Group
16
UBS Group
Switzerland
$49.3M +$8.48M +198,331 +20%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$46.8M +$7.29M +170,533 +18%
BCM
18
Brookstone Capital Management
Illinois
$42.7M -$4.34M -101,403 -9%
TC
19
TownSquare Capital
Utah
$41.9M +$2.85M +66,631 +7%
CPO
20
Cerity Partners OCIO
New York
$37.5M +$3.57M +83,425 +10%
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$35.9M -$10.3M -240,732 -22%
KW
22
KWB Wealth
California
$32.5M +$1.02M +23,838 +3%
AssetMark Inc
23
AssetMark Inc
California
$31.2M -$6.44M -150,740 -17%
Osaic Holdings
24
Osaic Holdings
Arizona
$30.1M -$1.62M -37,932 -5%
UCFA
25
United Capital Financial Advisors
Texas
$29.1M +$1.02M +23,762 +4%

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.