We are live on ! Find out more
SPDW icon

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
CCM
426
Coldstream Capital Management
Washington
$524K -$487K -15,379 -46%
PC
427
Port Capital
Illinois
$519K
Janney Montgomery Scott
428
Janney Montgomery Scott
Pennsylvania
$518K +$2.69K +85 +0.5%
Northern Trust
429
Northern Trust
Illinois
$513K +$317 +10 +0.1%
MFG
430
Merit Financial Group
Georgia
$507K +$556K +17,575 New
TPA
431
Trivium Point Advisory
Connecticut
$500K +$55.2K +1,743 +11%
PP
432
Pacifica Partners
Canada
$493K -$12.7K -400 -2%
GDP
433
Great Diamond Partners
Maine
$477K +$35.2K +1,111 +7%
OC
434
Oarsman Capital
Wisconsin
$475K -$1.56M -49,374 -75%
FIM
435
Fernwood Investment Management
Massachusetts
$474K
RJA
436
Raymond James & Associates
Florida
$468K -$80.9K -2,554 -14%
IFPL
437
Investments & Financial Planning LLC
Kentucky
$461K -$58.7K -1,855 -10%
B
438
Bensler
Washington
$460K +$145K +4,580 +40%
FGG
439
Financial Guidance Group
Florida
$458K -$2.91K -92 -0.6%
LAS
440
LWM Advisory Services
Florida
$457K +$5.54K +175 +1%
SEA
441
Stegent Equity Advisors
Texas
$446K +$4.05K +128 +0.8%
CWA
442
Canvas Wealth Advisors
Kansas
$440K
AIM
443
Acropolis Investment Management
Missouri
$440K +$483K +15,256 New
KC
444
Kingfisher Capital
North Carolina
$439K +$9.34K +295 +2%
FPAS
445
Focus Partners Advisor Solutions
Missouri
$438K -$3.7M -117,009 -89%
LBC
446
Lowe Brockenbrough & Co
Virginia
$427K +$469K +14,815 New
EWA
447
EP Wealth Advisors
California
$426K -$83.5K -2,639 -15%
PFA
448
Pinnacle Family Advisors
Missouri
$420K -$448K -14,160 -49%
SPC
449
Sigma Planning Corp
Michigan
$414K +$59.3K +1,874 +15%
PWM
450
Penobscot Wealth Management
Maine
$410K +$5.1K +161 +1%

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.