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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
MIAN
326
Mariner Independent Advisor Network
Kansas
$798K +$278K +7,928 +54%
MWM
327
MBE Wealth Management
Wisconsin
$797K -$128K -3,643 -14%
IA
328
IFG Advisors
Missouri
$794K
BFG
329
Berger Financial Group
Minnesota
$779K +$773K +22,038 New
BMD
330
Better Money Decisions
New Mexico
$765K +$758K +21,627 New
AMG
331
Advisors Management Group
Wisconsin
$763K +$463K +13,196 +158%
VPIM
332
Vanguard Personalized Indexing Management
California
$760K
FS
333
Ferguson Shapiro
Georgia
$753K +$747K +21,298 New
HF
334
Halpern Financial
Virginia
$738K -$25.1K -715 -3%
Franklin Resources
335
Franklin Resources
California
$726K +$2.03K +58 +0.3%
LA
336
LexAurum Advisors
Kansas
$688K -$203K -5,788 -23%
Fidelity Investments
337
Fidelity Investments
Massachusetts
$676K +$54.3K +1,548 +9%
TCWA
338
Ten Capital Wealth Advisors
Washington
$673K +$277K +7,915 +71%
WWM
339
Western Wealth Management
Colorado
$672K +$146K +4,171 +28%
IWA
340
IVC Wealth Advisors
Pennsylvania
$665K +$225K +6,410 +52%
KeyBank National Association
341
KeyBank National Association
Ohio
$648K
PC
342
Port Capital
Illinois
$636K
ATPW
343
Ashton Thomas Private Wealth
Arizona
$634K +$140K +3,988 +29%
Janney Montgomery Scott
344
Janney Montgomery Scott
Pennsylvania
$586K -$16.4K -469 -3%
OIA
345
OneDigital Investment Advisors
Kansas
$585K +$21.5K +612 +4%
FIM
346
Fernwood Investment Management
Massachusetts
$581K
APA
347
American Portfolios Advisors
New York
$576K +$79.2K +2,259 +16%
CTC
348
Central Trust Company
Missouri
$573K
VC
349
Vicus Capital
Pennsylvania
$572K +$68.2K +1,946 +14%
CWA
350
Canvas Wealth Advisors
Kansas
$568K +$550K +15,699 New

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.