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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
SAM
401
Strategic Asset Management
Minnesota
$712K -$121K -3,479 -14%
OPWM
402
Oakwell Private Wealth Management
Texas
$709K
DA
403
Detalus Advisors
Missouri
$705K +$138K +3,970 +24%
Franklin Resources
404
Franklin Resources
California
$702K
SPA
405
Shore Point Advisors
New Jersey
$687K +$22.7K +655 +3%
CFAM
406
Center For Asset Management
Florida
$687K +$119K +3,434 +21%
FF
407
Financial Futures
New Jersey
$679K -$175K -5,050 -20%
TCM
408
Triumph Capital Management
Colorado
$679K +$205K +5,905 +42%
DHGWA
409
Dixon Hughes Goodman Wealth Advisors
North Carolina
$669K -$62K -1,787 -8%
RPCA
410
Running Point Capital Advisors
California
$662K -$134K -3,856 -17%
RFA
411
Resurgent Financial Advisors
Georgia
$662K +$9.51K +274 +1%
RJA
412
Raymond James & Associates
Florida
$644K +$118K +3,389 +22%
ZIM
413
Zacks Investment Management
Illinois
$636K +$644K +18,559 New
KeyBank National Association
414
KeyBank National Association
Ohio
$628K
RWM
415
Rockwood Wealth Management
Pennsylvania
$624K -$114K -3,285 -15%
PC
416
Port Capital
Illinois
$617K
CFD
417
Creative Financial Designs
Indiana
$615K +$64.7K +1,865 +12%
IFPL
418
Investments & Financial Planning LLC
Kentucky
$612K +$6.04K +174 +1%
Northern Trust
419
Northern Trust
Illinois
$609K +$41.6K +1,200 +7%
Janney Montgomery Scott
420
Janney Montgomery Scott
Pennsylvania
$606K +$35K +1,008 +6%
Citadel Advisors
421
Citadel Advisors
Florida
$602K -$669K -19,269 -52%
SCM
422
Southport Capital Management
Tennessee
$601K -$436K -12,571 -42%
HWMA
423
Heritage Wealth Management (Arizona)
Arizona
$600K +$607K +17,508 New
EWA
424
EP Wealth Advisors
California
$597K -$19K -549 -3%
Mercer Global Advisors
425
Mercer Global Advisors
Colorado
$595K -$288K -8,311 -32%

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.