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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
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$57.5M +$2.9M +78,804 +5%
Morgan Stanley
27
Morgan Stanley
New York
$55M -$4.2M -114,318 -7%
BCM
28
Brookstone Capital Management
Illinois
$52.6M -$5.53M -150,389 -9%
MFS
29
McNamara Financial Services
Massachusetts
$51.8M +$878K +23,874 +2%
TC
30
Trilogy Capital
California
$51.4M +$2.18M +59,395 +4%
KW
31
KWB Wealth
California
$50.8M +$1.1M +29,956 +2%
GC
32
Grimes & Company
Massachusetts
$50M -$29.2M -795,245 -37%
PAS
33
Park Avenue Securities
New York
$49.4M +$2.01M +54,551 +4%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$49.2M +$3.49M +94,976 +7%
RA
35
RFG Advisory
Alabama
$46.1M +$5.32M +144,666 +13%
WFPG
36
Waller Financial Planning Group
Ohio
$44.5M +$1.25M +33,859 +3%
FAAM
37
First Ascent Asset Management
Colorado
$41.3M +$6.35M +172,630 +18%
TVAMP
38
Tennessee Valley Asset Management Partners
Tennessee
$39.6M +$3.63M +98,611 +10%
PWA
39
Peterson Wealth Advisors
Utah
$39.6M +$4.12M +112,066 +12%
GLA
40
Great Lakes Advisors
Illinois
$38.8M +$19.5M +530,863 +100%
CIM
41
Confluence Investment Management
Missouri
$38.8M +$1.68M +45,750 +5%
GSIS
42
Global Strategic Investment Solutions
Arizona
$36M -$214K -5,820 -0.6%
T
43
TrueFG
Texas
$34.9M +$1.07M +28,959 +3%
IWP
44
IAG Wealth Partners
Wisconsin
$31.6M +$1.68M +45,752 +6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$31M +$4.18M +113,681 +15%
FHA
46
First Horizon Advisors
Tennessee
$30.3M +$525K +14,286 +2%
BSWM
47
Boston Standard Wealth Management
Massachusetts
$29.4M +$1.29M +34,990 +5%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$28.9M +$10.4M +283,641 +56%
SC
49
Savant Capital
Illinois
$28.8M +$5.45M +148,234 +23%
BA
50
Bristlecone Advisors
Washington
$28.6M -$391K -10,620 -1%

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.