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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
CCA
426
Checchi Capital Advisers
California
$583K
LAS
427
LWM Advisory Services
Florida
$576K +$580K +15,776 New
CWA
428
Canvas Wealth Advisors
Kansas
$573K
RJA
429
Raymond James & Associates
Florida
$562K -$99.8K -2,713 -15%
ARIS
430
Advanced Research Investment Solutions
California
$555K +$560K +15,236 New
WIP
431
WealthCare Investment Partners
Rhode Island
$547K +$551K +14,987 New
KC
432
Kingfisher Capital
North Carolina
$544K +$8.83K +240 +2%
NL
433
NWAM LLC
Washington
$538K +$32.7K +890 +6%
DI
434
DFPG Investments
Utah
$538K +$57.2K +1,554 +12%
PP
435
Pacifica Partners
Canada
$537K +$21K +570 +4%
SEA
436
Stegent Equity Advisors
Texas
$534K +$539K +14,663 New
GDP
437
Great Diamond Partners
Maine
$523K +$73.7K +2,003 +16%
TPA
438
Trivium Point Advisory
Connecticut
$522K +$63.1K +1,716 +14%
WSWA
439
Warren Street Wealth Advisors
California
$517K +$521K +14,176 New
LNWTC
440
Laird Norton Wetherby Trust Company
Washington
$510K
TCM
441
Triumph Capital Management
Colorado
$507K +$79K +2,147 +18%
HCMT
442
Highland Capital Management (Tennessee)
Tennessee
$506K
AIA
443
Arcadia Investment Advisors
Idaho
$503K -$14.5K -395 -3%
CCP
444
Clarkston Capital Partners
Michigan
$499K +$149K +4,050 +42%
ACM
445
Advance Capital Management
Michigan
$497K +$501K +13,631 New
BSW
446
Buckingham Strategic Wealth
Missouri
$495K +$50.6K +1,376 +11%
AIM
447
Anchor Investment Management
South Carolina
$483K
PWM
448
Perigon Wealth Management
California
$482K +$49K +1,332 +11%
JWCA
449
J.W. Cole Advisors
Florida
$481K +$485K +13,197 New
MWC
450
MBM Wealth Consultants
Missouri
$471K +$22.5K +613 +5%

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.