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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
TC
26
Trilogy Capital
California
$47M +$2.1M +66,397 +4%
Morgan Stanley
27
Morgan Stanley
New York
$46.7M -$2M -63,048 -4%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$46.5M +$3.95M +124,690 +8%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$46.4M -$7.4M -233,683 -13%
MFS
30
McNamara Financial Services
Massachusetts
$43M +$1.42M +44,757 +3%
Mariner
31
Mariner
Kansas
$42.6M +$8.51M +268,773 +22%
PAS
32
Park Avenue Securities
New York
$41.6M +$430K +13,568 +0.9%
SC
33
Savant Capital
Illinois
$40.6M +$17.1M +540,751 +62%
FAAM
34
First Ascent Asset Management
Colorado
$38.8M +$1.35M +42,610 +3%
KW
35
KWB Wealth
California
$38.6M -$1.62M -51,097 -4%
GSIS
36
Global Strategic Investment Solutions
Arizona
$38.2M -$16.1M -510,099 -28%
Ameriprise
37
Ameriprise
Minnesota
$37.5M +$17.6M +554,793 +74%
WFPG
38
Waller Financial Planning Group
Ohio
$35.9M +$119K +3,755 +0.3%
PWA
39
Peterson Wealth Advisors
Utah
$35.9M +$2.64M +83,541 +7%
TVAMP
40
Tennessee Valley Asset Management Partners
Tennessee
$34.3M +$1.38M +43,623 +4%
ACM
41
AlphaStar Capital Management
North Carolina
$34.1M -$18.1M -570,395 -33%
IWP
42
IAG Wealth Partners
Wisconsin
$33.5M +$955K +30,157 +3%
BCM
43
Brookstone Capital Management
Illinois
$31.9M -$8.86M -279,971 -20%
FAG
44
Financial Advisory Group
Texas
$31M +$4.55M +143,808 +15%
T
45
TrueFG
Texas
$30.6M +$1.76M +55,661 +6%
FHA
46
First Horizon Advisors
Tennessee
$28.8M +$31.6M +997,251 +99,725%
CIM
47
Confluence Investment Management
Missouri
$26.7M -$4.8M -151,616 -14%
SPF
48
Steven Patrick Farmer
$26.7M +$29.4M +927,175 New
BSWM
49
Boston Standard Wealth Management
Massachusetts
$25.1M +$951K +30,048 +4%
FSG
50
Financial Strategies Group
Michigan
$24.9M +$2.33M +73,575 +9%

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.