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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
Mercer Global Advisors
376
Mercer Global Advisors
Colorado
$936K +$517K +14,049 +121%
NWM
377
Northwest Wealth Management
Iowa
$925K -$16.8K -456 -2%
AMG
378
Advisors Management Group
Wisconsin
$919K -$93.9K -2,552 -9%
FF
379
Financial Futures
New Jersey
$907K +$914K +24,862 New
HF
380
Halpern Financial
Virginia
$899K +$12.5K +340 +1%
IFG
381
Independent Financial Group
California
$897K +$54.3K +1,475 +6%
PMFA
382
Plante Moran Financial Advisors
Michigan
$890K +$898K +24,409 New
SAM
383
Strategic Asset Management
Minnesota
$885K +$132K +3,598 +17%
NP
384
NorthRock Partners
Minnesota
$874K +$881K +23,966 New
HFS
385
Howard Financial Services
Texas
$857K +$5.52K +150 +0.6%
LA
386
Latitude Advisors
Florida
$848K -$1.69K -46 -0.2%
VC
387
Vicus Capital
Pennsylvania
$846K +$96.8K +2,632 +13%
RPCA
388
Running Point Capital Advisors
California
$845K -$1.56M -42,527 -65%
IA
389
IFG Advisors
Missouri
$844K +$13.7K +372 +2%
MFA
390
McClarren Financial Advisors
Pennsylvania
$842K +$6.84K +186 +0.8%
PWG
391
Private Wealth Group
Florida
$825K +$5.37K +146 +0.7%
CC
392
Codex Capital
New York
$821K
SAMC
393
Spectrum Asset Management (California)
California
$812K -$8.46K -230 -1%
PCIA
394
Prime Capital Investment Advisors
Kansas
$788K +$794K +21,594 New
RWM
395
Rockwood Wealth Management
Pennsylvania
$784K +$790K +21,492 New
VPIM
396
Vanguard Personalized Indexing Management
California
$784K
DHGWA
397
Dixon Hughes Goodman Wealth Advisors
North Carolina
$777K +$784K +21,308 New
OPWM
398
Oakwell Private Wealth Management
Texas
$755K -$4.86K -132 -0.6%
SWP
399
Strategic Wealth Partners
Ohio
$750K -$87.2K -2,371 -10%
Franklin Resources
400
Franklin Resources
California
$747K

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.