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State Street SPDR Portfolio Developed World ex-US ETF

651 hedge funds and large institutions have $9.07B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 318 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

448% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 25

143% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 131

19% more funds holding

Funds holding: 549651 (+102)

16% more funds holding in top 10

Funds holding in top 10: 8093 (+13)

13% more capital invested

Capital invested by funds: $7.99B → $9.07B (+$1.07B)

2.08% more ownership

Funds ownership: 69.38%71.46% (+2.1%)

Holders
651
Holders Change
+102
Holders Change %
+18.58%
% of All Funds
10.02%
Holding in Top 10
93
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+16.25%
% of All Funds
1.43%
New
137
Increased
318
Reduced
131
Closed
25
Calls
$1.26M
Puts
Net Calls
+$1.26M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
226
Susquehanna International Group
Pennsylvania
$3.6M -$23.4K -637 -0.6%
TCWA
227
Ten Capital Wealth Advisors
Washington
$3.6M +$808K +21,969 +29%
CAC
228
Certified Advisory Corp
Florida
$3.49M +$82K +2,230 +2%
SPWM
229
Straight Path Wealth Management
Michigan
$3.45M +$3.48M +94,484 New
CG
230
Colony Group
Massachusetts
$3.41M +$246K +6,684 +8%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$3.41M +$830K +22,557 +32%
AO
232
Advisor OS
Illinois
$3.3M +$109K +2,950 +3%
FLI
233
Family Legacy Inc
South Carolina
$3.27M +$89.7K +2,439 +3%
APA
234
Astoria Portfolio Advisors
New York
$3.26M +$3.29M +89,378 New
WFS
235
Weitzel Financial Services
Iowa
$3.24M +$126K +3,438 +4%
SWA
236
Stratos Wealth Advisors
Ohio
$3.23M -$624K -16,967 -16%
T
237
TRUADVICE
Florida
$3.22M +$423K +11,505 +14%
BCI
238
Brinker Capital Investments
Pennsylvania
$3.2M -$33.2M -901,329 -91%
CSPIA
239
Cary Street Partners Investment Advisory
Virginia
$3.19M +$26.7K +725 +0.8%
SFG
240
SNS Financial Group
Minnesota
$3.19M +$1.38M +37,529 +75%
SWM
241
Spire Wealth Management
Virginia
$3.12M +$2.61M +70,879 +484%
IA
242
Insight Advisors
Pennsylvania
$3.12M +$1.01M +27,580 +48%
VPW
243
Vericrest Private Wealth
Pennsylvania
$3.11M +$3.14M +85,276 New
SW
244
SkyOak Wealth
Michigan
$3.09M +$155K +4,218 +5%
COF
245
Capital One Financial
Virginia
$3.08M +$56.5K +1,537 +2%
JWA
246
JFS Wealth Advisors
Pennsylvania
$3.08M +$162K +4,393 +5%
LPP
247
Life Planning Partners
Florida
$3.05M +$3.07M +83,529 New
RIM
248
Rockbridge Investment Management
New York
$3M -$3.09K -84 -0.1%
MCWS
249
McKinley Carter Wealth Services
West Virginia
$2.93M -$9.45K -257 -0.3%
PC
250
Pecaut & Co
Iowa
$2.92M +$1.54M +41,776 +109%

SPDW Hedge Fund Activity: Q4 2021 in Review

651 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q4 2021, worth a combined $9.07B — up 13% from $7.99B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new SPDW positions and 25 closed out — a net gain of 112 holders — while 318 added to existing stakes and 131 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $148M. The largest seller was Brinker Capital Investments, cutting an estimated $33.2M.

  • 651 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q4 2021, up from 549 in Q3 2021.
  • Funds reported $9.07B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 137 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q4 2021 and 25 closed out, a net change of +112 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $148M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q4 2021 was Brinker Capital Investments, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2021.