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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
HSG
351
Helen Stephens Group
Texas
$1.12M +$1.13M +30,813 New
LA
352
LexAurum Advisors
Kansas
$1.12M +$241K +6,543 +27%
SFS
353
Sowell Financial Services
Arkansas
$1.1M -$27.1K -736 -2%
JSL
354
JT Stratford LLC
Georgia
$1.1M +$108K +2,945 +11%
VAG
355
VisionPoint Advisory Group
Texas
$1.1M +$517K +14,069 +82%
SCM
356
Southport Capital Management
Tennessee
$1.1M -$67.5K -1,834 -6%
LF
357
Lantz Financial
Illinois
$1.08M -$201K -5,462 -16%
PFA
358
Pinnacle Family Advisors
Missouri
$1.07M +$426K +11,573 +65%
NB
359
Nicolet Bankshares
Wisconsin
$1.06M
TIM
360
Tortoise Investment Management
New York
$1.05M -$237K -6,437 -18%
RC
361
RegentAtlantic Capital
New Jersey
$1.04M +$28.8K +783 +3%
SW
362
SlateStone Wealth
Florida
$1.03M -$637K -17,309 -38%
B
363
Bridgeworth
Alabama
$1.02M -$16K -435 -2%
SSWM
364
Sheets Smith Wealth Management
North Carolina
$1.02M -$46.9K -1,274 -4%
HWM
365
Howard Wealth Management
Connecticut
$1.02M +$43.5K +1,184 +4%
AFAS
366
Acorn Financial Advisory Services
Virginia
$1.02M -$66.3K -1,803 -6%
PFA
367
Professional Financial Advisors
Nebraska
$1M -$22.2K -603 -2%
ULWM
368
Upper Left Wealth Management
Florida
$998K +$1,000K +27,185 New
PFM
369
Phillips Financial Management
Indiana
$990K -$221 -6 -0%
BMD
370
Better Money Decisions
New Mexico
$989K +$10.4K +283 +1%
NRI
371
NFP Retirement Inc
California
$976K +$353K +9,598 +56%
GT
372
Greenleaf Trust
Michigan
$968K
IWA
373
IVC Wealth Advisors
Pennsylvania
$957K +$131K +3,570 +16%
V
374
Veritable
Delaware
$946K
EGA
375
E&G Advisors
Texas
$937K -$12.9K -352 -1%

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.