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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

691 hedge funds and large institutions have $10B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 270 increasing their positions, 232 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,815% more call options, than puts

Call options by funds: $1.95M | Put options by funds: $33K

227% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 37

32% more capital invested

Capital invested by funds: $7.6B → $10B (+$2.43B)

29% more funds holding in top 10

Funds holding in top 10: 79 → 102 (+23)

16% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 232

11% more funds holding

Funds holding: 621 → 691 (+70)

2.34% more ownership

Funds ownership: 74.99% → 77.33% (+2.3%)

Holders
691
Holders Change
+70
Holders Change %
+11.27%
% of All Funds
11.11%
Holding in Top 10
102
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.11%
% of All Funds
1.64%
New
121
Increased
270
Reduced
232
Closed
37
Calls
$1.95M
Puts
$33K
Net Calls
+$1.92M
Net Calls Change
+$290K

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$273M
2
AF
Allworth Financial
California
+$238M
3
Creative Planning
Creative Planning
Kansas
+$103M
4
LPL Financial
LPL Financial
California
+$59.3M
5
HI
Horizon Investments
North Carolina
+$47.7M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$105M
2
RA
RFG Advisory
Alabama
-$43.4M
3
Jane Street
Jane Street
New York
-$34.6M
4
BWM
Baystate Wealth Management
Massachusetts
-$34.3M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
26
Savant Capital
Illinois
$58.8M +$21.4M +746,880 +56%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$58.2M +$21.9K +763 +0%
BWM
28
Baystate Wealth Management
Massachusetts
$57.7M -$34.3M -1,196,117 -38%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$48.4M +$24.2M +844,112 +107%
MFS
30
McNamara Financial Services
Massachusetts
$46M +$535K +18,642 +1%
Mariner
31
Mariner
Kansas
$45.6M -$477K -16,625 -1%
GSIS
32
Global Strategic Investment Solutions
Arizona
$45.4M -$4.11M -143,151 -9%
PAS
33
Park Avenue Securities
New York
$45.1M +$549K +19,142 +1%
FAAM
34
First Ascent Asset Management
Colorado
$42.8M +$1.01M +35,040 +2%
MML Investors Services
35
MML Investors Services
Massachusetts
$40.6M +$16.9M +587,292 +75%
WFPG
36
Waller Financial Planning Group
Ohio
$40.1M +$326K +11,375 +0.8%
PWA
37
Peterson Wealth Advisors
Utah
$39.8M +$1.86M +64,863 +5%
IWP
38
IAG Wealth Partners
Wisconsin
$35.9M -$1.02M -35,621 -3%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$35.8M +$7.04M +245,443 +26%
T
40
TrueFG
Texas
$35.1M +$1.36M +47,269 +4%
CCA
41
Clearwater Capital Advisors
Illinois
$34.4M +$33.2M +1,157,780 New
EH
42
Equitable Holdings
New York
$34.2M +$18.6M +646,631 +128%
FAG
43
Financial Advisory Group
Texas
$34.1M +$78.4K +2,732 +0.2%
JP Morgan Chase
44
JP Morgan Chase
New York
$31.7M +$30.7M +1,068,551 New
KW
45
KWB Wealth
California
$30.3M -$7.18M -250,117 -20%
CC
46
Callan Capital
California
$29.8M +$13.6M +474,137 +89%
BCM
47
Brookstone Capital Management
Illinois
$29.2M -$3.26M -113,750 -11%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$29M +$1.21M +42,300 +5%
CAAS
49
Capital Asset Advisory Services
Michigan
$28.7M +$16.2M +565,374 +142%
ACM
50
AlphaStar Capital Management
North Carolina
$28.6M +$6.06M +211,170 +28%
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SPDW Hedge Fund Activity: Q4 2022 in Review

691 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q4 2022, worth a combined $10B — up 32% from $7.6B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new SPDW positions and 37 closed out — a net gain of 84 holders — while 270 added to existing stakes and 232 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $273M. The largest seller was Aptus Capital Advisors, cutting an estimated $105M.

  • 691 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q4 2022, up from 621 in Q3 2022.
  • Funds reported $10B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 121 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q4 2022 and 37 closed out, a net change of +84 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $273M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q4 2022 was Aptus Capital Advisors, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2022.