We are live on ! Find out more
SPDW icon

State Street SPDR Portfolio Developed World ex-US ETF

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: 5968 (+9)

9% more funds holding

Funds holding: 488532 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
YAL
401
Your Advocates Ltd
Texas
$348K -$19.8K -564 -5%
OCM
402
Orleans Capital Management
Louisiana
$343K +$35.1K +1,000 +11%
Northern Trust
403
Northern Trust
Illinois
$338K
BI
404
Ballast Inc
Kentucky
$337K -$8.97K -256 -3%
SPIA
405
Steward Partners Investment Advisory
New York
$335K +$145K +4,145 +78%
FWM
406
FSA Wealth Management
Massachusetts
$332K -$24.7K -705 -7%
NFG
407
Nations Financial Group
Iowa
$331K -$28.5K -814 -8%
VAG
408
VisionPoint Advisory Group
Texas
$331K +$80.9K +2,309 +33%
DA
409
Detalus Advisors
Missouri
$330K +$13.4K +381 +4%
BSW
410
Buckingham Strategic Wealth
Missouri
$326K +$53K +1,513 +20%
WA
411
WBH Advisory
Maryland
$325K +$15K +429 +5%
RFA
412
Reilly Financial Advisors
California
$324K -$42.3K -1,208 -12%
CCM
413
Crew Capital Management
Ohio
$324K +$321K +9,166 New
VCM
414
Virtue Capital Management
Tennessee
$320K -$160K -4,572 -34%
EK
415
Evensky & Katz
Florida
$312K -$149K -4,246 -33%
VHAM
416
Van Hulzen Asset Management
California
$312K -$44.7K -1,275 -13%
SPC
417
Sigma Planning Corp
Michigan
$305K -$4.03K -115 -1%
ASW
418
Astoria Strategic Wealth
Texas
$301K +$23.9K +683 +9%
NA
419
Nottingham Advisors
New York
$301K +$42.6K +1,214 +17%
OPA
420
Old Port Advisors
Maine
$299K -$4.45K -127 -1%
WP
421
WealthPLAN Partners
Nebraska
$290K
CS
422
Cannell & Spears
New York
$286K
BP
423
BCK Partners
New York
$284K -$51.5K -1,470 -16%
GSWM
424
Golden State Wealth Management
California
$278K -$6.28K -179 -2%
RWP
425
RWA Wealth Partners
Massachusetts
$276K -$16.4K -468 -6%

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.