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State Street SPDR Portfolio Developed World ex-US ETF

644 hedge funds and large institutions have $8.04B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 291 increasing their positions, 208 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 208

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

0% more funds holding

Funds holding: 643644 (+1)

0.03% less ownership

Funds ownership: 72.63%72.6% (-0.03%)

11% less funds holding in top 10

Funds holding in top 10: 9786 (-11)

14% less capital invested

Capital invested by funds: $9.33B → $8.04B (-$1.29B)

Holders
644
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.85%
Holding in Top 10
86
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.34%
% of All Funds
1.45%
New
65
Increased
291
Reduced
208
Closed
56
Calls
$2.17M
Puts
Net Calls
+$2.17M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
226
Aveo Capital Partners
Colorado
$3.2M +$771K +24,368 +28%
SWM
227
Spire Wealth Management
Virginia
$3.17M +$266K +8,410 +8%
SPWM
228
Straight Path Wealth Management
Michigan
$3.16M -$14.1K -446 -0.4%
FHA
229
Flagship Harbor Advisors
Massachusetts
$3.13M -$4.41M -139,332 -56%
BWFA
230
Baltimore-Washington Financial Advisors
Maryland
$3.1M -$307K -9,712 -8%
ARC
231
Advisor Resource Council
Texas
$3.08M +$3.18M +100,593 +1,590%
T
232
TRUADVICE
Florida
$3.03M +$1.26M +39,697 +66%
KBFS
233
Kohmann Bosshard Financial Services
Ohio
$3M -$914K -28,878 -22%
Prudential Financial
234
Prudential Financial
New Jersey
$2.96M -$451K -14,246 -12%
RCM
235
Raleigh Capital Management
North Carolina
$2.96M +$143K +4,522 +5%
NWM
236
Northwest Wealth Management
Iowa
$2.91M +$405K +12,787 +15%
C
237
CEDRUS
Colorado
$2.89M -$511K -16,127 -14%
SWM
238
SFG Wealth Management
Maryland
$2.85M +$388K +12,253 +14%
TFA
239
Tranquilli Financial Advisor
New Jersey
$2.85M -$3.1M -97,951 -50%
LWAC
240
Laurel Wealth Advisors (California)
California
$2.84M -$806K -25,454 -21%
FAM
241
Formidable Asset Management
Ohio
$2.82M +$75K +2,369 +2%
QWM
242
QP Wealth Management
New Jersey
$2.76M -$39.6K -1,251 -1%
WWM
243
Western Wealth Management
Colorado
$2.75M +$87.2K +2,756 +3%
FLI
244
Family Legacy Inc
South Carolina
$2.74M +$81.8K +2,585 +3%
WMS
245
Wealth Management Solutions
Pennsylvania
$2.73M -$2.45M -77,261 -45%
CSPIA
246
Cary Street Partners Investment Advisory
Virginia
$2.73M +$35.6K +1,125 +1%
FCG
247
Financial Connections Group
California
$2.71M -$1.45M -45,959 -33%
PA
248
Parallel Advisors
California
$2.68M +$1.1M +34,637 +59%
IA
249
Insight Advisors
Pennsylvania
$2.67M +$69.4K +2,192 +3%
MHWM
250
Montz Harcus Wealth Management
Louisiana
$2.65M +$183K +5,796 +7%

SPDW Hedge Fund Activity: Q2 2022 in Review

644 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2022, worth a combined $8.04B — down 14% from $9.33B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SPDW positions and 56 closed out — a net gain of 9 holders — while 291 added to existing stakes and 208 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $121M. The largest seller was Horizon Investments, cutting an estimated $112M.

  • 644 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2022, up from 643 in Q1 2022.
  • Funds reported $8.04B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 65 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2022 and 56 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $121M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2022 was Horizon Investments, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2022.