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State Street SPDR Portfolio Developed World ex-US ETF

643 hedge funds and large institutions have $9.33B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 313 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 190

4% more funds holding in top 10

Funds holding in top 10: 9397 (+4)

1.17% more ownership

Funds ownership: 71.46%72.63% (+1.2%)

3% more capital invested

Capital invested by funds: $9.07B → $9.33B (+$265M)

2% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 55

1% less funds holding

Funds holding: 651643 (-8)

Holders
643
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.14%
Holding in Top 10
97
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.3%
% of All Funds
1.53%
New
56
Increased
313
Reduced
190
Closed
55
Calls
$919K
Puts
Net Calls
+$919K
Net Calls Change
-$344K
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
251
Aveo Capital Partners
Colorado
$2.96M +$491K +14,156 +20%
IA
252
Insight Advisors
Pennsylvania
$2.95M +$26.2K +754 +0.9%
MHWM
253
Montz Harcus Wealth Management
Louisiana
$2.95M +$294K +8,484 +11%
JWA
254
JFS Wealth Advisors
Pennsylvania
$2.93M +$34.5K +993 +1%
RIM
255
Rockbridge Investment Management
New York
$2.92M +$78.1K +2,252 +3%
SW
256
SkyOak Wealth
Michigan
$2.88M -$30.2K -871 -1%
MCWS
257
McKinley Carter Wealth Services
West Virginia
$2.73M -$27.1K -782 -1%
BSW
258
Buckingham Strategic Wealth
Missouri
$2.71M +$2.27M +65,351 +482%
CAG
259
Csenge Advisory Group
Florida
$2.63M +$1.05M +30,363 +66%
SWA
260
Stratos Wealth Advisors
Ohio
$2.61M -$427K -12,303 -14%
PC
261
Pecaut & Co
Iowa
$2.59M -$158K -4,554 -6%
OAM
262
Occidental Asset Management
California
$2.57M +$39.5K +1,138 +2%
VAG
263
VisionPoint Advisory Group
Texas
$2.55M +$1.85M +53,277 +170%
HAS
264
HBW Advisory Services
California
$2.54M +$265K +7,627 +11%
FC
265
Financial Consulate
Maryland
$2.48M +$16.6K +479 +0.7%
KFGK
266
Keystone Financial Group (Kentucky)
Kentucky
$2.43M +$89.9K +2,590 +4%
Fidelity Investments
267
Fidelity Investments
Massachusetts
$2.43M +$417K +12,029 +20%
CRI
268
Colonial River Investments
Virginia
$2.42M +$433K +12,478 +21%
TSS
269
Two Sigma Securities
New York
$2.41M +$2.44M +70,339 New
NSB
270
Norway Savings Bank
Maine
$2.39M +$72.4K +2,086 +3%
BFG
271
Berger Financial Group
Minnesota
$2.38M +$28.1K +811 +1%
Comerica Bank
272
Comerica Bank
Texas
$2.34M -$38.5K -1,110 -2%
MMA
273
Miracle Mile Advisors
California
$2.34M +$16.7K +480 +0.7%
CC
274
Courier Capital
New York
$2.33M +$39.8K +1,148 +2%
FIM
275
Freedom Investment Management
Connecticut
$2.29M +$267K +7,692 +13%

SPDW Hedge Fund Activity: Q1 2022 in Review

643 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2022, worth a combined $9.33B — up 2.9% from $9.07B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPDW positions and 55 closed out — a net gain of 1 holder — while 313 added to existing stakes and 190 trimmed.

The largest buyer was Creative Planning, adding an estimated $164M. The largest seller was Stadion Money Management, cutting an estimated $61.2M.

  • 643 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2022, down from 651 in Q4 2021.
  • Funds reported $9.33B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2022, up 2.9% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2022 and 55 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2022 was Creative Planning, an estimated $164M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2022 was Stadion Money Management, an estimated $61.2M sold.

Based on aggregated 13F filings for Q1 2022.