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State Street SPDR Portfolio Developed World ex-US ETF

532 hedge funds and large institutions have $6.93B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 224 increasing their positions, 169 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 22

33% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 169

20% more capital invested

Capital invested by funds: $5.8B → $6.93B (+$1.14B)

15% more funds holding in top 10

Funds holding in top 10: 5968 (+9)

9% more funds holding

Funds holding: 488532 (+44)

2.14% more ownership

Funds ownership: 63.31%65.45% (+2.1%)

Holders
532
Holders Change
+44
Holders Change %
+9.02%
% of All Funds
9.34%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
1.19%
New
69
Increased
224
Reduced
169
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
226
Kohmann Bosshard Financial Services
Ohio
$2.27M -$17.6K -501 -0.8%
HAS
227
HBW Advisory Services
California
$2.25M +$75.1K +2,141 +3%
CW
228
CreativeOne Wealth
Kansas
$2.24M -$138K -3,941 -6%
CWM
229
Cabot Wealth Management
Massachusetts
$2.23M +$14.5K +415 +0.7%
KFGK
230
Keystone Financial Group (Kentucky)
Kentucky
$2.2M +$2.19M +62,331 New
COF
231
Capital One Financial
Virginia
$2.2M +$2.18M +62,242 New
Comerica Bank
232
Comerica Bank
Texas
$2.17M -$191K -5,461 -8%
VWA
233
Visionary Wealth Advisors
Illinois
$2.11M +$1.07M +30,462 +105%
CAG
234
Csenge Advisory Group
Florida
$2.08M +$1.33K +38 +0.1%
CWM
235
Collaborative Wealth Management
Florida
$2.08M +$2.12M +60,596 New
NSB
236
Norway Savings Bank
Maine
$2.08M +$176K +5,033 +9%
IF
237
IRON Financial
Illinois
$2.06M -$3.24M -92,442 -61%
SAMC
238
Spectrum Asset Management (California)
California
$2.02M -$91.1K -2,600 -4%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$2M +$281K +8,022 +17%
FHA
240
Flagship Harbor Advisors
Massachusetts
$1.98M +$567K +16,170 +41%
VIM
241
Vista Investment Management
Pennsylvania
$1.95M -$89.8K -2,563 -4%
MMA
242
Miracle Mile Advisors
California
$1.88M +$121K +3,454 +7%
LK
243
Lumbard & Kellner
New Hampshire
$1.87M +$52.5K +1,499 +3%
LF
244
Lantz Financial
Illinois
$1.83M +$115K +3,272 +7%
CCM
245
Canal Capital Management
Virginia
$1.83M -$50.2K -1,432 -3%
WIA
246
Wealthstreet Investment Advisors
Texas
$1.82M
MA
247
Mutual Advisors
Nebraska
$1.78M -$998K -28,465 -36%
CFS
248
Cannon Financial Strategists
Georgia
$1.78M -$140K -3,994 -7%
WFA
249
Wade Financial Advisory
California
$1.78M +$15.1K +430 +0.9%
SFG
250
SNS Financial Group
Minnesota
$1.69M +$6.8K +194 +0.4%

SPDW Hedge Fund Activity: Q1 2021 in Review

532 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2021, worth a combined $6.93B — up 20% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SPDW positions and 22 closed out — a net gain of 47 holders — while 224 added to existing stakes and 169 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $148M. The largest seller was FormulaFolio Investments, cutting an estimated $47.5M.

  • 532 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2021, up from 488 in Q4 2020.
  • Funds reported $6.93B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2021 and 22 closed out, a net change of +47 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2021 was Horizon Investments, an estimated $148M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $47.5M sold.

Based on aggregated 13F filings for Q1 2021.