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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
TF
301
TRH Financial
Iowa
$1.68M -$291K -7,902 -15%
AAS
302
Ameritas Advisory Services
Nebraska
$1.67M +$1.69M +45,838 New
QC
303
Quent Capital
New York
$1.67M +$1.68M +45,691 New
CIM
304
Corda Investment Management
Texas
$1.66M -$4.12K -112 -0.2%
TFA
305
Tobias Financial Advisors
Florida
$1.66M +$1.67M +45,473 New
SMA
306
Sage Mountain Advisors
Georgia
$1.66M +$165K +4,478 +11%
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
$1.64M +$196K +5,335 +13%
HPWM
308
Highland Private Wealth Management
Washington
$1.64M -$330K -8,977 -17%
SIA
309
Strategic Investment Advisors
Michigan
$1.62M +$282K +7,679 +21%
CPA
310
Clear Perspective Advisors
Illinois
$1.61M +$239K +6,505 +17%
SG
311
StoneX Group
New York
$1.6M +$119K +3,231 +8%
TWM
312
Trinity Wealth Management
Pennsylvania
$1.59M +$210K +5,712 +15%
RFG
313
Range Financial Group
Oregon
$1.59M +$15.8K +430 +1%
VCM
314
Virtue Capital Management
Tennessee
$1.52M +$249K +6,774 +19%
SWM
315
SFG Wealth Management
Maryland
$1.52M +$1.54M +41,756 New
EIM
316
Ervin Investment Management
Washington
$1.51M +$1.52M +41,298 New
BBW
317
Blue Barn Wealth
Utah
$1.51M +$53K +1,440 +4%
AC
318
Apella Capital
Connecticut
$1.5M -$1.87M -50,833 -55%
RCAG
319
Rehmann Capital Advisory Group
Michigan
$1.49M +$117K +3,189 +8%
RPSA
320
Richard P. Slaughter Associates
Texas
$1.49M +$67.2K +1,826 +5%
WWM
321
Western Wealth Management
Colorado
$1.48M +$1.49M +40,596 New
WCA
322
Westover Capital Advisors
Delaware
$1.48M -$50.2K -1,364 -3%
PA
323
Parallel Advisors
California
$1.47M -$51.9K -1,412 -3%
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$1.42M +$222K +6,028 +18%
YIA
325
YHB Investment Advisors
Connecticut
$1.42M -$98.5K -2,677 -6%

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.