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State Street SPDR Portfolio Developed World ex-US ETF

644 hedge funds and large institutions have $8.04B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 291 increasing their positions, 208 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 208

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

0% more funds holding

Funds holding: 643644 (+1)

0.03% less ownership

Funds ownership: 72.63%72.6% (-0.03%)

11% less funds holding in top 10

Funds holding in top 10: 9786 (-11)

14% less capital invested

Capital invested by funds: $9.33B → $8.04B (-$1.29B)

Holders
644
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.85%
Holding in Top 10
86
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.34%
% of All Funds
1.45%
New
65
Increased
291
Reduced
208
Closed
56
Calls
$2.17M
Puts
Net Calls
+$2.17M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
326
Stratos Wealth Advisors
Ohio
$1.3M -$982K -31,021 -41%
ACK
327
Andrew C. Karlinski
$1.3M +$1.04M +32,756 +266%
BA
328
Ballast Advisors
Minnesota
$1.3M +$52.8K +1,667 +4%
OCM
329
One Capital Management
California
$1.28M
AAS
330
Ameritas Advisory Services
Nebraska
$1.26M -$45.6K -1,440 -3%
TIM
331
Tortoise Investment Management
New York
$1.26M -$13.5K -425 -1%
RFG
332
Range Financial Group
Oregon
$1.25M +$4.84K +153 +0.4%
Betterment LLC
333
Betterment LLC
New York
$1.25M +$151K +4,781 +12%
CA
334
CoreCap Advisors
Michigan
$1.25M -$152K -4,810 -10%
HPWM
335
Highland Private Wealth Management
Washington
$1.24M -$3.7K -117 -0.3%
CAPTRUST Financial Advisors
336
CAPTRUST Financial Advisors
North Carolina
$1.22M +$1.19M +37,631 +822%
RCAG
337
Rehmann Capital Advisory Group
Michigan
$1.21M -$223K -7,060 -14%
GP
338
Girard Partners
Pennsylvania
$1.21M +$183K +5,769 +16%
ACM
339
Altrius Capital Management
North Carolina
$1.14M +$1.26M +39,684 New
GSC
340
G&S Capital
Colorado
$1.14M +$69.4K +2,193 +6%
YIA
341
YHB Investment Advisors
Connecticut
$1.12M +$17.1K +539 +1%
ULWM
342
Upper Left Wealth Management
Florida
$1.1M +$270K +8,530 +29%
VCM
343
Virtue Capital Management
Tennessee
$1.08M -$585K -18,482 -33%
KWM
344
KerberRose Wealth Management
Wisconsin
$1.04M +$1.14M +36,053 New
CIM
345
Corda Investment Management
Texas
$1.04M -$160K -5,067 -12%
FMN
346
Financial Management Network
California
$1.04M +$1.14M +35,919 New
ES
347
Eagle Strategies
New York
$1.03M +$270K +8,530 +31%
ACG
348
Allen Capital Group
Nebraska
$1.03M -$152K -4,789 -12%
WA
349
WBH Advisory
Maryland
$1.02M +$768K +24,263 +206%
RC
350
RegentAtlantic Capital
New Jersey
$1.02M +$129K +4,070 +13%

SPDW Hedge Fund Activity: Q2 2022 in Review

644 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2022, worth a combined $8.04B — down 14% from $9.33B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SPDW positions and 56 closed out — a net gain of 9 holders — while 291 added to existing stakes and 208 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $121M. The largest seller was Horizon Investments, cutting an estimated $112M.

  • 644 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2022, up from 643 in Q1 2022.
  • Funds reported $8.04B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 65 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2022 and 56 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $121M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2022 was Horizon Investments, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2022.