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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
VWA
451
V Wealth Advisors
Kansas
$409K +$448K +14,165 New
Mercer Global Advisors
452
Mercer Global Advisors
Colorado
$406K -$103K -3,266 -19%
WSWA
453
Warren Street Wealth Advisors
California
$404K -$253 -8 -0.1%
LNWTC
454
Laird Norton Wetherby Trust Company
Washington
$403K
HCMT
455
Highland Capital Management (Tennessee)
Tennessee
$400K
AWM
456
Apollon Wealth Management
South Carolina
$390K +$174K +5,501 +69%
CA
457
Calton & Associates
Florida
$388K +$16.1K +509 +4%
Lido Advisors
458
Lido Advisors
California
$383K +$421K +13,295 New
AIM
459
Anchor Investment Management
South Carolina
$382K
OPWM
460
Oakwell Private Wealth Management
Texas
$380K -$237K -7,502 -36%
SL
461
Salomon & Ludwin
Virginia
$379K +$47K +1,484 +13%
AIA
462
Arcadia Investment Advisors
Idaho
$379K -$10.2K -323 -2%
RWM
463
Rockwood Wealth Management
Pennsylvania
$372K -$168K -5,318 -29%
MWC
464
MBM Wealth Consultants
Missouri
$371K +$14.9K +470 +4%
GA
465
GoalVest Advisory
New York
$371K +$415K +13,104 New
CPIG
466
Chicago Partners Investment Group
Illinois
$366K -$17.2K -542 -4%
HKIMG
467
Hutchens & Kramer Investment Management Group
Indiana
$366K +$21.2K +671 +6%
PWM
468
Perigon Wealth Management
California
$358K -$53.8K -1,698 -12%
TF
469
TimeScale Financial
Massachusetts
$358K +$7.66K +242 +2%
TA
470
TKG Advisors
Indiana
$357K -$25.3K -800 -6%
NGA
471
Naples Global Advisors
Florida
$350K
JCIA
472
Jackson Creek Investment Advisors
Colorado
$349K +$46.4K +1,465 +15%
VIP
473
Vantage Investment Partners
Missouri
$348K
ACI
474
Alpha Cubed Investments
California
$347K +$381K +12,037 New
SBL
475
Sargent Bickham Lagudis
Colorado
$345K

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.