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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
FMN
326
Financial Management Network
California
$1.41M -$134K -3,643 -9%
MFT
327
Moisand Fitzgerald Tamayo
Florida
$1.41M -$2.6M -70,678 -65%
ASN
328
Advisory Services Network
Georgia
$1.39M -$278K -7,564 -17%
ATPW
329
Ashton Thomas Private Wealth
Arizona
$1.36M +$123K +3,338 +10%
CC
330
Callan Capital
California
$1.36M +$1.37M +37,340 New
Citadel Advisors
331
Citadel Advisors
Florida
$1.34M +$1.35M +36,832 New
EWA
332
Encompass Wealth Advisors
Oregon
$1.34M
GFP
333
Gryphon Financial Partners
Ohio
$1.33M -$2.36M -64,253 -64%
GIA
334
GHP Investment Advisors
Colorado
$1.3M +$968K +26,331 +281%
GSC
335
G&S Capital
Colorado
$1.26M +$53.9K +1,466 +4%
BA
336
Ballast Advisors
Minnesota
$1.26M +$138K +3,742 +12%
Bank of New York Mellon
337
Bank of New York Mellon
New York
$1.25M -$38.4K -1,045 -3%
CCM
338
Coldstream Capital Management
Washington
$1.22M +$1.23M +33,550 New
BTWM
339
Baker Tilly Wealth Management
Wisconsin
$1.22M +$879K +23,891 +249%
CAAS
340
Capital Asset Advisory Services
Michigan
$1.22M +$9.12K +248 +0.7%
BFA
341
Beaumont Financial Advisors
Massachusetts
$1.21M -$108K -2,923 -8%
AWA
342
Aletheian Wealth Advisors
Washington
$1.21M +$1.22M +33,106 New
Cetera Investment Advisers
343
Cetera Investment Advisers
Illinois
$1.2M -$126K -3,426 -9%
GP
344
Girard Partners
Pennsylvania
$1.18M +$73.4K +1,995 +7%
S
345
Surevest
California
$1.18M -$1.25K -34 -0.1%
MWM
346
Modera Wealth Management
New Jersey
$1.16M +$1.17M +31,882 New
Rockefeller Capital Management
347
Rockefeller Capital Management
New York
$1.16M +$22.2K +604 +2%
SSW
348
Stone Summit Wealth
Florida
$1.16M +$1.17M +31,737 New
NS
349
Newman & Schimel
Illinois
$1.15M -$340K -9,245 -23%
FCC
350
Flower City Capital
New York
$1.15M +$1.16M +31,406 New

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.