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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

532 hedge funds and large institutions have $6.93B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 224 increasing their positions, 169 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 22

33% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 169

20% more capital invested

Capital invested by funds: $5.8B → $6.93B (+$1.14B)

15% more funds holding in top 10

Funds holding in top 10: 59 → 68 (+9)

9% more funds holding

Funds holding: 488 → 532 (+44)

2.14% more ownership

Funds ownership: 63.31% → 65.45% (+2.1%)

Holders
532
Holders Change
+44
Holders Change %
+9.02%
% of All Funds
9.34%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
1.19%
New
69
Increased
224
Reduced
169
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$148M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$140M
3
PI
PFS Investments
Georgia
+$80.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.6M
5
Stifel Financial
Stifel Financial
Missouri
+$55M

Top Sellers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
-$47.5M
2
Jane Street
Jane Street
New York
-$35.3M
3
State Street
State Street
Massachusetts
-$19.4M
4
SMM
Stadion Money Management
Georgia
-$14M
5
SL
Systelligence LLC
Minnesota
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
376
Resource Planning Group
Georgia
$434K +$37.3K +1,063 +9%
CA
377
Calton & Associates
Florida
$431K +$30.6K +874 +8%
MSFS
378
Main Street Financial Solutions
Pennsylvania
$431K +$427K +12,192 New
NFG
379
Next Financial Group
Texas
$430K +$145K +4,136 +51%
SBL
380
Sargent Bickham Lagudis
Colorado
$424K – – –
FMWA
381
Forvis Mazars Wealth Advisors
Missouri
$422K – – –
NGA
382
Naples Global Advisors
Florida
$418K -$12.3K -350 -3%
KCPG
383
Kavar Capital Partners Group
Kansas
$413K – – –
MWC
384
MBM Wealth Consultants
Missouri
$411K +$315 +9 +0.1%
EWM
385
Echo Wealth Management
Minnesota
$407K -$152K -4,334 -27%
RFN
386
RDA Financial Network
Iowa
$404K -$29.4K -838 -7%
NL
387
NWAM LLC
Washington
$390K +$386K +11,016 New
GDP
388
Great Diamond Partners
Maine
$388K +$112K +3,204 +41%
Mercer Global Advisors
389
Mercer Global Advisors
Colorado
$381K -$771 -22 -0.2%
TF
390
TLWM Financial
Texas
$377K -$1.79K -51 -0.5%
SMC
391
Smith, Moore & Co
Missouri
$376K +$372K +10,625 New
W
392
WealthOne
New York
$376K +$373K +10,630 New
LA
393
Latitude Advisors
Florida
$372K +$369K +10,524 New
VIP
394
Vantage Investment Partners
Missouri
$364K – – –
BFA
395
Beacon Financial Advisory
Ohio
$363K -$295K -8,402 -45%
IF
396
Intrua Financial
Texas
$362K +$344K +9,820 New
TCM
397
Telos Capital Management
California
$361K – – –
BFG
398
Beacon Financial Group
Texas
$357K – – –
AP
399
Advisor Partners
California
$350K -$1.58K -45 -0.5%
FFN
400
Focus Financial Network
Minnesota
$349K +$61.3K +1,748 +21%
14 15
16
17 18

SPDW Hedge Fund Activity: Q1 2021 in Review

532 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2021, worth a combined $6.93B — up 20% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SPDW positions and 22 closed out — a net gain of 47 holders — while 224 added to existing stakes and 169 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $148M. The largest seller was FormulaFolio Investments, cutting an estimated $47.5M.

  • 532 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2021, up from 488 in Q4 2020.
  • Funds reported $6.93B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2021 and 22 closed out, a net change of +47 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2021 was Horizon Investments, an estimated $148M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $47.5M sold.

Based on aggregated 13F filings for Q1 2021.