We are live on ! Find out more
SPDW icon

State Street SPDR Portfolio Developed World ex-US ETF

643 hedge funds and large institutions have $9.33B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 313 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 190

4% more funds holding in top 10

Funds holding in top 10: 9397 (+4)

1.17% more ownership

Funds ownership: 71.46%72.63% (+1.2%)

3% more capital invested

Capital invested by funds: $9.07B → $9.33B (+$265M)

2% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 55

1% less funds holding

Funds holding: 651643 (-8)

Holders
643
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.14%
Holding in Top 10
97
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.3%
% of All Funds
1.53%
New
56
Increased
313
Reduced
190
Closed
55
Calls
$919K
Puts
Net Calls
+$919K
Net Calls Change
-$344K
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
351
IVC Wealth Advisors
Pennsylvania
$1.07M +$173K +4,996 +19%
MWM
352
Modera Wealth Management
New Jersey
$1.07M -$24.3K -700 -2%
RC
353
RegentAtlantic Capital
New Jersey
$1.07M +$87.1K +2,510 +9%
JSL
354
JT Stratford LLC
Georgia
$1.06M +$29K +836 +3%
SSW
355
Stone Summit Wealth
Florida
$1.04M -$57.5K -1,658 -5%
RFN
356
Redwood Financial Network
Ohio
$1.04M +$1.05M +30,285 New
ULWM
357
Upper Left Wealth Management
Florida
$1.02M +$83.3K +2,400 +9%
GT
358
Greenleaf Trust
Michigan
$1.02M +$112K +3,232 +12%
PAG
359
Paladin Advisory Group
Iowa
$1.02M +$1.02M +29,432 New
KPWS
360
Kestra Private Wealth Services
Texas
$1M +$1.01M +29,253 New
NB
361
Nicolet Bankshares
Wisconsin
$1M
PFA
362
Pinnacle Family Advisors
Missouri
$984K -$19.7K -567 -2%
FCC
363
Flower City Capital
New York
$980K -$98.1K -2,827 -9%
PFA
364
Professional Financial Advisors
Nebraska
$976K +$36K +1,037 +4%
Bank of New York Mellon
365
Bank of New York Mellon
New York
$972K -$209K -6,027 -18%
WCAMG
366
Woodard & Company Asset Management Group
North Carolina
$960K +$971K +27,999 New
AFAS
367
Acorn Financial Advisory Services
Virginia
$957K
HWM
368
Howard Wealth Management
Connecticut
$948K -$9.02K -260 -0.9%
MFA
369
Morling Financial Advisors
California
$937K +$829K +23,887 +694%
SOS
370
Silver Oak Securities
Tennessee
$936K +$960K +27,654 New
ES
371
Eagle Strategies
New York
$934K -$997K -28,746 -51%
SW
372
SlateStone Wealth
Florida
$932K -$40.4K -1,164 -4%
PFM
373
Phillips Financial Management
Indiana
$930K
NP
374
NorthRock Partners
Minnesota
$924K +$104K +3,000 +13%
NRI
375
NFP Retirement Inc
California
$914K -$3.02K -87 -0.3%

SPDW Hedge Fund Activity: Q1 2022 in Review

643 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2022, worth a combined $9.33B — up 2.9% from $9.07B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPDW positions and 55 closed out — a net gain of 1 holder — while 313 added to existing stakes and 190 trimmed.

The largest buyer was Creative Planning, adding an estimated $164M. The largest seller was Stadion Money Management, cutting an estimated $61.2M.

  • 643 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2022, down from 651 in Q4 2021.
  • Funds reported $9.33B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2022, up 2.9% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2022 and 55 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2022 was Creative Planning, an estimated $164M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2022 was Stadion Money Management, an estimated $61.2M sold.

Based on aggregated 13F filings for Q1 2022.