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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
SL
326
SWMG LLC
Texas
$2.08M +$207K +6,350 +11%
APW
327
Austin Private Wealth
Texas
$2.06M -$392K -12,008 -16%
TWM
328
Trinity Wealth Management
Pennsylvania
$2.06M +$85.7K +2,625 +4%
KBFS
329
Kohmann Bosshard Financial Services
Ohio
$2.05M -$33.5K -1,027 -2%
FIM
330
Freedom Investment Management
Connecticut
$2.01M +$70.9K +2,172 +4%
WEG
331
World Equity Group
Illinois
$1.98M -$2.05M -62,777 -51%
Betterment LLC
332
Betterment LLC
New York
$1.98M +$265K +8,131 +15%
VIM
333
Vista Investment Management
Pennsylvania
$1.97M +$18.6K +569 +0.9%
WFA
334
Wade Financial Advisory
California
$1.97M -$914 -28 -0%
CWA
335
Clarus Wealth Advisors
Arizona
$1.95M +$68.5K +2,100 +4%
CWM
336
Cabot Wealth Management
Massachusetts
$1.93M +$38.8K +1,189 +2%
FCG
337
Financial Connections Group
California
$1.92M -$34.5K -1,057 -2%
RPSA
338
Richard P. Slaughter Associates
Texas
$1.9M +$58.3K +1,787 +3%
KIA
339
KLR Investment Advisors
Rhode Island
$1.85M +$35K +1,071 +2%
FPCP
340
Fort Point Capital Partners
California
$1.83M +$32.3K +989 +2%
B
341
Bensler
Washington
$1.77M +$901K +27,604 +103%
TFG
342
Tilson Financial Group
New Jersey
$1.75M -$136K -4,172 -7%
SWA
343
Strategies Wealth Advisors
Michigan
$1.75M -$9.76K -299 -0.6%
PAG
344
Paladin Advisory Group
Iowa
$1.74M +$33K +1,010 +2%
NRI
345
NFP Retirement Inc
California
$1.68M +$3.23K +99 +0.2%
LK
346
Lumbard & Kellner
New Hampshire
$1.66M -$5.42K -166 -0.3%
GP
347
Girard Partners
Pennsylvania
$1.66M +$136K +4,155 +9%
RWA
348
Ropes Wealth Advisors
Massachusetts
$1.65M
IF
349
IRON Financial
Illinois
$1.64M +$16.6K +510 +1%
DWM
350
Dakota Wealth Management
Florida
$1.64M +$178K +5,460 +12%

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.