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State Street SPDR Portfolio Developed World ex-US ETF

737 hedge funds and large institutions have $12.8B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 271 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 37

13% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 271

7% more capital invested

Capital invested by funds: $12B → $12.8B (+$788M)

4% more funds holding

Funds holding: 710737 (+27)

0.29% more ownership

Funds ownership: 78.29%78.58% (+0.29%)

1% less funds holding in top 10

Funds holding in top 10: 107106 (-1)

Holders
737
Holders Change
+27
Holders Change %
+3.8%
% of All Funds
11.57%
Holding in Top 10
106
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.93%
% of All Funds
1.66%
New
71
Increased
305
Reduced
271
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
301
TRUADVICE
Florida
$2.37M -$417K -12,763 -15%
BBW
302
Blue Barn Wealth
Utah
$2.37M -$233K -7,141 -9%
RIM
303
Rockbridge Investment Management
New York
$2.36M -$185K -5,670 -7%
MCWS
304
McKinley Carter Wealth Services
West Virginia
$2.35M -$118K -3,609 -5%
BFG
305
Baron Financial Group
New Jersey
$2.34M -$27.7K -850 -1%
WPW
306
Watershed Private Wealth
Illinois
$2.31M
BWM
307
BCS Wealth Management
Tennessee
$2.27M -$52.7K -1,615 -2%
CAG
308
Csenge Advisory Group
Florida
$2.27M -$476K -14,590 -17%
DWA
309
Delap Wealth Advisory
Oregon
$2.24M -$139K -4,244 -6%
QWM
310
QP Wealth Management
New Jersey
$2.23M +$211K +6,479 +10%
WFS
311
Weitzel Financial Services
Iowa
$2.22M +$77.1K +2,362 +4%
LCM
312
Lunt Capital Management
Utah
$2.21M +$2.22M +67,932 New
AC
313
Apella Capital
Connecticut
$2.2M +$2.21M +67,696 New
FFA
314
Farther Finance Advisors
California
$2.2M +$1.5M +45,940 +212%
OCG
315
Opus Capital Group
Ohio
$2.2M +$783 +24 +0%
DWM
316
Drive Wealth Management
Utah
$2.19M -$392K -12,006 -15%
PIA
317
Perennial Investment Advisors
California
$2.17M -$61.7K -1,889 -3%
IA
318
Insight Advisors
Pennsylvania
$2.16M -$328K -10,045 -13%
BAM
319
Belpointe Asset Management
Nevada
$2.14M -$388K -11,884 -15%
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
$2.13M +$78.5K +2,405 +4%
TWP
321
Tempus Wealth Planning
California
$2.1M -$21.1K -645 -1%
VPP
322
Vertex Planning Partners
Illinois
$2.09M +$74K +2,267 +4%
RCM
323
Raleigh Capital Management
North Carolina
$2.09M -$956K -29,294 -31%
CAL
324
Capital Analysts LLC
Pennsylvania
$2.08M -$76K -2,328 -4%
MMA
325
Miracle Mile Advisors
California
$2.08M -$620K -18,997 -23%

SPDW Hedge Fund Activity: Q2 2023 in Review

737 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2023, worth a combined $12.8B — up 6.6% from $12B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SPDW positions and 37 closed out — a net gain of 34 holders — while 305 added to existing stakes and 271 trimmed.

The largest buyer was State Street, adding an estimated $161M. The largest seller was Jane Street, cutting an estimated $151M.

  • 737 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2023, up from 710 in Q1 2023.
  • Funds reported $12.8B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2023, up 6.6% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2023 and 37 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2023 was State Street, an estimated $161M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2023 was Jane Street, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2023.