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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
CWM
276
Cabot Wealth Management
Massachusetts
$2.26M +$18K +518 +0.8%
OC
277
Oarsman Capital
Wisconsin
$2.26M -$163K -4,684 -7%
TWP
278
Tempus Wealth Planning
California
$2.25M -$48.2K -1,390 -2%
CIC
279
Chilton Investment Company
Connecticut
$2.22M
TC
280
TAP Consulting
Missouri
$2.21M +$354K +10,194 +19%
WFA
281
Wade Financial Advisory
California
$2.19M +$478K +13,780 +28%
PWA
282
PCG Wealth Advisors
Kansas
$2.12M +$437K +12,597 +26%
BCI
283
Brinker Capital Investments
Pennsylvania
$2.09M -$922K -26,577 -30%
EIM
284
Ervin Investment Management
Washington
$2.07M +$629K +18,140 +44%
PA
285
Parallel Advisors
California
$2.03M +$628K +18,088 +45%
BIP
286
Blueprint Investment Partners
North Carolina
$2.03M -$4.74M -136,677 -70%
William Blair & Company
287
William Blair & Company
Illinois
$2.03M -$98.6K -2,843 -5%
SFG
288
SNS Financial Group
Minnesota
$2.02M -$995K -28,677 -33%
CCM
289
Canal Capital Management
Virginia
$1.99M -$12K -345 -0.6%
QC
290
Quent Capital
New York
$1.96M +$402K +11,596 +25%
LK
291
Lumbard & Kellner
New Hampshire
$1.95M +$50K +1,441 +3%
T
292
TRUADVICE
Florida
$1.92M -$1.06M -30,605 -34%
VCM
293
Virtue Capital Management
Tennessee
$1.92M +$490K +14,124 +34%
WOSD
294
WFA of San Diego
California
$1.91M +$14.1K +405 +0.7%
VIM
295
Vista Investment Management
Pennsylvania
$1.87M -$2.71K -78 -0.1%
First Manhattan
296
First Manhattan
New York
$1.85M +$40.9K +1,180 +2%
SWA
297
Strategies Wealth Advisors
Michigan
$1.82M
B
298
Bridgeworth
Alabama
$1.82M +$866K +24,945 +89%
IF
299
IRON Financial
Illinois
$1.81M -$15.4K -445 -0.8%
HF
300
Halpern Financial
Virginia
$1.78M +$948K +27,317 +111%

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.