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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
AIA
251
Acute Investment Advisory
Arizona
$2.92M +$2.94M +79,899 New
RCM
252
Raleigh Capital Management
North Carolina
$2.88M +$2.91M +79,043 New
MHWM
253
Montz Harcus Wealth Management
Louisiana
$2.83M +$2.85M +77,619 New
C
254
CEDRUS
Colorado
$2.79M +$2.82M +76,606 New
VWA
255
Visionary Wealth Advisors
Illinois
$2.74M +$245K +6,658 +10%
OAM
256
Occidental Asset Management
California
$2.69M -$1.74M -47,382 -39%
ACP
257
Aveo Capital Partners
Colorado
$2.64M +$734K +19,944 +38%
FC
258
Financial Consulate
Maryland
$2.62M +$170K +4,623 +7%
OC
259
Oarsman Capital
Wisconsin
$2.57M -$191K -5,196 -7%
FPAS
260
Focus Partners Advisor Solutions
Missouri
$2.54M +$2.56M +69,720 New
BFG
261
Berger Financial Group
Minnesota
$2.5M +$639K +17,370 +34%
KFGK
262
Keystone Financial Group (Kentucky)
Kentucky
$2.49M +$131K +3,571 +6%
MMA
263
Miracle Mile Advisors
California
$2.48M +$201K +5,472 +9%
NSB
264
Norway Savings Bank
Maine
$2.47M +$78.3K +2,129 +3%
Comerica Bank
265
Comerica Bank
Texas
$2.44M +$679K +18,461 +35%
TWP
266
Tempus Wealth Planning
California
$2.44M -$58.3K -1,584 -2%
CC
267
Courier Capital
New York
$2.44M +$392K +10,645 +19%
HAS
268
HBW Advisory Services
California
$2.42M +$88.2K +2,398 +4%
CWM
269
Cabot Wealth Management
Massachusetts
$2.39M -$7.72K -210 -0.3%
CIC
270
Chilton Investment Company
Connecticut
$2.36M +$2.38M +64,657 New
KBFS
271
Kohmann Bosshard Financial Services
Ohio
$2.31M
William Blair & Company
272
William Blair & Company
Illinois
$2.26M -$181K -4,910 -7%
BAM
273
Belpointe Asset Management
Nevada
$2.23M +$46K +1,251 +2%
APWA
274
Atlas Private Wealth Advisors
New Jersey
$2.16M +$1.76M +47,764 +415%
FIM
275
Freedom Investment Management
Connecticut
$2.15M +$299K +8,126 +16%

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.