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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
CFA
426
Compass Financial Advisors
Indiana
$590K -$65.2K -1,879 -10%
FFG
427
Ford Financial Group
California
$582K +$590K +16,996 New
PP
428
Pacifica Partners
Canada
$574K +$80.1K +2,310 +16%
BWM
429
BCS Wealth Management
Tennessee
$574K +$277K +7,987 +91%
FIM
430
Fernwood Investment Management
Massachusetts
$564K -$9.13K -263 -2%
WIP
431
WealthCare Investment Partners
Rhode Island
$553K +$50.1K +1,444 +10%
CCA
432
Checchi Capital Advisers
California
$548K
FGG
433
Financial Guidance Group
Florida
$547K +$554K +15,971 New
LMKC
434
L.M. Kohn & Company
Ohio
$544K +$550K +15,860 New
LAS
435
LWM Advisory Services
Florida
$537K -$3.71K -107 -0.7%
DI
436
DFPG Investments
Utah
$532K +$32K +923 +6%
MFT
437
Moisand Fitzgerald Tamayo
Florida
$531K -$800K -23,044 -60%
JWCA
438
J.W. Cole Advisors
Florida
$531K +$79.1K +2,279 +17%
GDP
439
Great Diamond Partners
Maine
$529K +$37.9K +1,091 +8%
TPA
440
Trivium Point Advisory
Connecticut
$529K +$46.6K +1,343 +9%
SEA
441
Stegent Equity Advisors
Texas
$526K +$24K +691 +5%
BTWM
442
Baker Tilly Wealth Management
Wisconsin
$521K -$635K -18,289 -55%
KC
443
Kingfisher Capital
North Carolina
$511K
M&T Bank
444
M&T Bank
New York
$500K -$196K -5,635 -28%
GKWIM
445
Gerber Kawasaki Wealth & Investment Management
California
$498K +$179K +5,172 +55%
KSWA
446
Kathleen S. Wright Associates
Pennsylvania
$493K +$73.1K +2,107 +17%
CWA
447
Canvas Wealth Advisors
Kansas
$489K -$15.6K -450 -3%
PWM
448
Perigon Wealth Management
California
$484K +$30.8K +887 +7%
PWM
449
Penobscot Wealth Management
Maine
$482K +$207K +5,966 +74%
WSWA
450
Warren Street Wealth Advisors
California
$480K -$5.76K -166 -1%

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.