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State Street SPDR Portfolio Developed World ex-US ETF

644 hedge funds and large institutions have $8.04B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 291 increasing their positions, 208 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 208

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

0% more funds holding

Funds holding: 643644 (+1)

0.03% less ownership

Funds ownership: 72.63%72.6% (-0.03%)

11% less funds holding in top 10

Funds holding in top 10: 9786 (-11)

14% less capital invested

Capital invested by funds: $9.33B → $8.04B (-$1.29B)

Holders
644
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.85%
Holding in Top 10
86
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.34%
% of All Funds
1.45%
New
65
Increased
291
Reduced
208
Closed
56
Calls
$2.17M
Puts
Net Calls
+$2.17M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BMD
401
Better Money Decisions
New Mexico
$625K +$302K +9,552 +79%
MFT
402
Moisand Fitzgerald Tamayo
Florida
$624K +$195K +6,163 +40%
SWP
403
Strategic Wealth Partners
Ohio
$622K +$7.79K +246 +1%
VPIM
404
Vanguard Personalized Indexing Management
California
$620K
SAM
405
Strategic Asset Management
Minnesota
$617K +$19.5K +616 +3%
MA
406
MCF Advisors
Kentucky
$615K +$672K +21,221 +21,654%
WEG
407
World Equity Group
Illinois
$615K +$297K +9,392 +79%
LF
408
Lantz Financial
Illinois
$610K -$95.1K -3,004 -12%
APA
409
American Portfolios Advisors
New York
$608K -$5.13K -162 -0.8%
GFP
410
Gryphon Financial Partners
Ohio
$595K -$500K -15,791 -43%
Thrivent Financial for Lutherans
411
Thrivent Financial for Lutherans
Minnesota
$594K +$249K +7,862 +62%
Franklin Resources
412
Franklin Resources
California
$591K
CFD
413
Creative Financial Designs
Indiana
$578K +$67.1K +2,119 +12%
NS
414
Newman & Schimel
Illinois
$575K -$34.1K -1,077 -5%
KSWA
415
Kathleen S. Wright Associates
Pennsylvania
$572K +$173K +5,461 +38%
RPCA
416
Running Point Capital Advisors
California
$557K
MWM
417
Meridian Wealth Management
Kentucky
$552K +$606K +19,150 New
BTWM
418
Baker Tilly Wealth Management
Wisconsin
$547K +$120K +3,780 +25%
PTC
419
Private Trust Company
Ohio
$542K +$595K +18,799 New
HI
420
Harbour Investments
Wisconsin
$541K +$594K +18,754 New
CFA
421
Compass Financial Advisors
Indiana
$538K +$45.9K +1,451 +8%
ZIM
422
Zacks Investment Management
Illinois
$535K
CFAM
423
Center For Asset Management
Florida
$534K -$48.4K -1,528 -8%
KeyBank National Association
424
KeyBank National Association
Ohio
$528K
TP
425
Tranquility Partners
Tennessee
$526K +$577K +18,227 New

SPDW Hedge Fund Activity: Q2 2022 in Review

644 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2022, worth a combined $8.04B — down 14% from $9.33B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SPDW positions and 56 closed out — a net gain of 9 holders — while 291 added to existing stakes and 208 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $121M. The largest seller was Horizon Investments, cutting an estimated $112M.

  • 644 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2022, up from 643 in Q1 2022.
  • Funds reported $8.04B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 65 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2022 and 56 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $121M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2022 was Horizon Investments, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2022.