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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
HWM
301
Howard Wealth Management
Connecticut
$970K +$10.8K +308 +1%
B
302
Bridgeworth
Alabama
$967K +$28K +800 +3%
CC
303
Cedar Capital
Illinois
$962K +$474K +13,532 +99%
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$959K -$324K -9,245 -25%
TSS
305
Two Sigma Securities
New York
$958K +$439K +12,512 +86%
TIM
306
Tortoise Investment Management
New York
$956K
CRI
307
Colonial River Investments
Virginia
$956K +$108K +3,094 +13%
IA
308
Insight Advisors
Pennsylvania
$956K +$434K +12,383 +89%
GT
309
Greenleaf Trust
Michigan
$938K +$930K +26,527 New
EGA
310
E&G Advisors
Texas
$930K -$20.8K -594 -2%
NRI
311
NFP Retirement Inc
California
$927K +$33.6K +958 +4%
UAS
312
United Asset Strategies
New York
$921K +$189K +5,402 +26%
V
313
Veritable
Delaware
$917K
MFA
314
McClarren Financial Advisors
Pennsylvania
$891K -$6.34K -181 -0.7%
GP
315
Girard Partners
Pennsylvania
$888K +$19.2K +548 +2%
IFG
316
Independent Financial Group
California
$877K +$25.4K +725 +3%
BA
317
Ballast Advisors
Minnesota
$873K +$59.8K +1,706 +7%
SG
318
StoneX Group
New York
$853K +$213K +6,072 +34%
RJA
319
Raymond James & Associates
Florida
$849K -$1.02M -29,093 -55%
BF
320
BOK Financial
Oklahoma
$844K -$20.3K -578 -2%
NFP
321
Narus Financial Partners
Utah
$840K +$832K +23,746 New
SWP
322
Strategic Wealth Partners
Ohio
$839K +$44.9K +1,280 +6%
LFAS
323
Level Four Advisory Services
Texas
$831K -$1.97M -56,225 -71%
DS
324
DRW Securities
Illinois
$822K +$815K +23,258 New
HFS
325
Howard Financial Services
Texas
$821K +$175 +5 +0%

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.