State Street SPDR Portfolio Developed World ex-US ETF
SPDW
621 hedge funds and large institutions have $7.6B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 276 increasing their positions, 199 reducing their positions, and 65 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 276 | Existing positions reduced: 199
2.39% more ownership
Funds ownership: 72.6% → 74.99% (+2.4%)
4% less funds holding
Funds holding: 644 → 621 (-23)
5% less capital invested
Capital invested by funds: $8.04B → $7.6B (-$436M)
8% less funds holding in top 10
Funds holding in top 10: 86 → 79 (-7)
17% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$118M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$111M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$96.9M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$65.8M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$82.4M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$48.5M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$46.1M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$26.7M |
| 5 |
PI
PFS Investments
Duluth,
Georgia
|
-$18.4M |
SPDW Hedge Fund Activity: Q3 2022 in Review
621 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q3 2022, worth a combined $7.6B — down 5.4% from $8.04B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of SPDW and 54 opened new positions — a net loss of 11 holders — while 199 trimmed existing stakes and 276 added.
The largest buyer was Creative Planning, adding an estimated $118M. The largest seller was Stifel Financial, cutting an estimated $82.4M.
- 621 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q3 2022, down from 644 in Q2 2022.
- Funds reported $7.6B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q3 2022, down 5.4% quarter-over-quarter.
- 54 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q3 2022 and 65 closed out, a net change of -11 holders.
- The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q3 2022 was Creative Planning, an estimated $118M added.
- The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q3 2022 was Stifel Financial, an estimated $82.4M sold.
Based on aggregated 13F filings for Q3 2022.