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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
Fidelity Investments
276
Fidelity Investments
Massachusetts
$2.14M +$381K +10,347 +21%
CCM
277
Canal Capital Management
Virginia
$2.13M +$272K +7,387 +14%
CRI
278
Colonial River Investments
Virginia
$2.12M +$2.14M +58,063 New
ES
279
Eagle Strategies
New York
$2.04M +$2.06M +56,007 New
LK
280
Lumbard & Kellner
New Hampshire
$2.03M +$56.9K +1,548 +3%
CWM
281
Collaborative Wealth Management
Florida
$2.02M +$2.04M +55,356 New
WOSD
282
WFA of San Diego
California
$2.02M +$169K +4,588 +9%
VIM
283
Vista Investment Management
Pennsylvania
$1.99M +$61.4K +1,669 +3%
OCM
284
One Capital Management
California
$1.99M +$322K +8,765 +19%
TC
285
TAP Consulting
Missouri
$1.98M +$258K +7,006 +15%
IF
286
IRON Financial
Illinois
$1.95M +$132K +3,596 +7%
SWA
287
Strategies Wealth Advisors
Michigan
$1.94M +$1.95M +53,044 New
ACG
288
Allen Capital Group
Nebraska
$1.93M -$240K -6,513 -11%
First Manhattan
289
First Manhattan
New York
$1.93M +$838K +22,775 +76%
WFA
290
Wade Financial Advisory
California
$1.82M +$184 +5 +0%
CFS
291
Cannon Financial Strategists
Georgia
$1.82M +$18.1K +491 +1%
HLOC
292
H.L. Ormond & Company
North Carolina
$1.81M +$1.88M +51,125 New
PWA
293
PCG Wealth Advisors
Kansas
$1.8M +$1.81M +49,309 New
AAS
294
Annex Advisory Services
Wisconsin
$1.77M -$115K -3,118 -6%
CA
295
Cetera Advisors
Colorado
$1.77M -$822K -22,339 -32%
BF
296
BOK Financial
Oklahoma
$1.77M -$32.5K -883 -2%
CA
297
CoreCap Advisors
Michigan
$1.76M +$1.77M +48,152 New
FPCP
298
Fort Point Capital Partners
California
$1.75M
MIAN
299
Mariner Independent Advisor Network
Kansas
$1.75M +$591K +16,077 +51%
CAG
300
Csenge Advisory Group
Florida
$1.71M -$126K -3,422 -7%

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.