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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
CA
451
Calton & Associates
Florida
$462K +$43.8K +1,192 +10%
KSWA
452
Kathleen S. Wright Associates
Pennsylvania
$448K +$451K +12,270 New
MSFS
453
Main Street Financial Solutions
Pennsylvania
$447K +$1.73K +47 +0.4%
CCFM
454
Clear Creek Financial Management
Washington
$446K -$3.57K -97 -0.8%
SBL
455
Sargent Bickham Lagudis
Colorado
$446K +$9.31K +253 +2%
SPC
456
Sigma Planning Corp
Michigan
$446K +$96K +2,610 +27%
TF
457
TimeScale Financial
Massachusetts
$444K +$191K +5,185 +74%
KFS
458
Kelly Financial Services
Massachusetts
$441K +$279K +7,594 +169%
PCS
459
Personal CFO Solutions
New Jersey
$438K +$2.54K +69 +0.6%
TA
460
TKG Advisors
Indiana
$437K +$441K +11,988 New
CPA
461
Cardiff Park Advisors
California
$432K +$436K +11,844 New
KCPG
462
Kavar Capital Partners Group
Kansas
$430K
FMWA
463
Forvis Mazars Wealth Advisors
Missouri
$429K -$5.88K -160 -1%
NGA
464
Naples Global Advisors
Florida
$428K -$6.73K -183 -2%
TF
465
TLWM Financial
Texas
$427K +$20.7K +564 +5%
MWM
466
Maripau Wealth Management
Indiana
$425K +$439K +11,945 New
DAS
467
Dynamic Advisor Solutions
Arizona
$424K +$83.4K +2,267 +24%
DWT
468
Dorsey & Whitney Trust
South Dakota
$419K
CCM
469
Crew Capital Management
Ohio
$418K +$6.88K +187 +2%
FAIM
470
Financial Advocates Investment Management
Washington
$416K +$420K +11,408 New
ACM
471
Advisors Capital Management
New Jersey
$404K +$20.1K +547 +5%
WA
472
WBH Advisory
Maryland
$403K +$22K +599 +6%
BFG
473
Beacon Financial Group
Texas
$401K
RCC
474
Red Cedar Capital
Nebraska
$400K +$403K +10,954 New
CPIG
475
Chicago Partners Investment Group
Illinois
$399K +$23.9K +649 +6%

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.