We are live on ! Find out more
SPDW icon

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
HLOC
301
H.L. Ormond & Company
North Carolina
$1.75M -$3.5K -101 -0.2%
AC
302
Apella Capital
Connecticut
$1.75M +$346K +9,973 +24%
SSWM
303
Sheets Smith Wealth Management
North Carolina
$1.74M +$794K +22,877 +82%
ASN
304
Advisory Services Network
Georgia
$1.74M +$439K +12,654 +33%
PCA
305
Permit Capital Advisors
Pennsylvania
$1.72M +$1.77M +50,957 New
RCAG
306
Rehmann Capital Advisory Group
Michigan
$1.68M +$277K +7,992 +20%
BF
307
BOK Financial
Oklahoma
$1.66M -$4.89K -141 -0.3%
CA
308
CoreCap Advisors
Michigan
$1.65M -$3.4K -98 -0.2%
CA
309
Cetera Advisors
Colorado
$1.64M -$17.8K -513 -1%
SPWM
310
Spartan Planning & Wealth Management
North Carolina
$1.64M +$1.66M +47,898 New
CFS
311
Cannon Financial Strategists
Georgia
$1.63M -$77.8K -2,242 -4%
TWM
312
Trinity Wealth Management
Pennsylvania
$1.61M +$121K +3,495 +8%
DAS
313
Dynamic Advisor Solutions
Arizona
$1.61M +$1.22M +35,260 +303%
SG
314
StoneX Group
New York
$1.6M +$94.7K +2,728 +6%
BBW
315
Blue Barn Wealth
Utah
$1.58M +$171K +4,918 +12%
PFGIA
316
Patriot Financial Group Insurance Agency
Massachusetts
$1.57M +$242K +6,983 +18%
SMA
317
Sage Mountain Advisors
Georgia
$1.56M
AAS
318
Ameritas Advisory Services
Nebraska
$1.55M -$23.5K -676 -1%
SIA
319
Strategic Investment Advisors
Michigan
$1.54M +$15.6K +450 +1%
AAS
320
Annex Advisory Services
Wisconsin
$1.54M -$125K -3,610 -7%
RPSA
321
Richard P. Slaughter Associates
Texas
$1.53M +$139K +4,012 +10%
TF
322
TRH Financial
Iowa
$1.53M -$45.2K -1,304 -3%
OCM
323
One Capital Management
California
$1.52M -$351K -10,102 -19%
TIM
324
Tortoise Investment Management
New York
$1.51M +$529K +15,248 +53%
GIA
325
GHP Investment Advisors
Colorado
$1.49M +$270K +7,770 +22%

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.