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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
VFA
251
Voya Financial Advisors
Connecticut
$1.68M -$430K -12,260 -21%
FPCP
252
Fort Point Capital Partners
California
$1.68M +$87.6K +2,499 +6%
SW
253
SlateStone Wealth
Florida
$1.64M -$30.7K -876 -2%
CIM
254
Corda Investment Management
Texas
$1.61M +$1.47K +42 +0.1%
PMG
255
ProVise Management Group
Florida
$1.59M +$1.09M +31,219 +225%
JFS
256
JD Financial Services
Pennsylvania
$1.59M +$1.57M +44,891 New
SIA
257
Strategic Investment Advisors
Michigan
$1.58M -$353K -10,060 -18%
BAM
258
Belpointe Asset Management
Nevada
$1.56M +$171K +4,875 +12%
OCG
259
Opus Capital Group
Ohio
$1.56M -$15.9K -455 -1%
WCA
260
Westover Capital Advisors
Delaware
$1.53M -$921K -26,279 -38%
RFG
261
Range Financial Group
Oregon
$1.5M +$1.48M +42,345 New
Bank of New York Mellon
262
Bank of New York Mellon
New York
$1.47M +$14K +398 +1%
CAPTRUST Financial Advisors
263
CAPTRUST Financial Advisors
North Carolina
$1.46M -$358K -10,207 -20%
TC
264
TAP Consulting
Missouri
$1.42M +$654K +18,654 +87%
PA
265
Parallel Advisors
California
$1.41M +$103K +2,951 +8%
CA
266
Cetera Advisors
Colorado
$1.41M +$295K +8,411 +27%
YIA
267
YHB Investment Advisors
Connecticut
$1.41M +$79.4K +2,266 +6%
SFS
268
Sowell Financial Services
Arkansas
$1.36M -$19.3K -551 -1%
SCM
269
Southport Capital Management
Tennessee
$1.35M -$318K -9,078 -19%
CC
270
Courier Capital
New York
$1.35M +$148K +4,221 +12%
CAAS
271
Capital Asset Advisory Services
Michigan
$1.34M -$74.6K -2,129 -5%
EWA
272
Encompass Wealth Advisors
Oregon
$1.33M +$1.29M +36,680 New
Principal Financial Group
273
Principal Financial Group
Iowa
$1.3M +$112K +3,193 +9%
HPWM
274
Highland Private Wealth Management
Washington
$1.3M +$170K +4,851 +15%
RCAG
275
Rehmann Capital Advisory Group
Michigan
$1.29M +$280K +7,974 +28%

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.