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State Street SPDR Portfolio Developed World ex-US ETF

710 hedge funds and large institutions have $12B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 261 increasing their positions, 275 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 44

88% more call options, than puts

Call options by funds: $302K | Put options by funds: $161K

19% more capital invested

Capital invested by funds: $10B → $12B (+$1.94B)

5% more funds holding in top 10

Funds holding in top 10: 102107 (+5)

3% more funds holding

Funds holding: 691710 (+19)

0.96% more ownership

Funds ownership: 77.33%78.29% (+0.96%)

5% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 275

Holders
710
Holders Change
+19
Holders Change %
+2.75%
% of All Funds
11.31%
Holding in Top 10
107
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.9%
% of All Funds
1.71%
New
83
Increased
261
Reduced
275
Closed
44
Calls
$302K
Puts
$161K
Net Calls
+$141K
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$82.2M +$80.5M +2,550,026 +27,625%
GI
27
Gradient Investments
Minnesota
$81.2M +$7.72M +244,648 +11%
Morgan Stanley
28
Morgan Stanley
New York
$79.8M +$340K +10,773 +0.4%
AA
29
Advisory Alpha
Michigan
$77.8M +$7.75M +245,548 +11%
BWM
30
Baystate Wealth Management
Massachusetts
$74.6M +$12M +380,563 +20%
SC
31
Savant Capital
Illinois
$67.2M +$604K +19,147 +0.9%
PAG
32
Private Advisor Group
New Jersey
$65.3M +$11.9M +376,419 +23%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$58.6M +$556K +17,613 +1%
EH
34
Equitable Holdings
New York
$56.8M +$19.5M +617,058 +54%
PAS
35
Park Avenue Securities
New York
$51.1M +$2.25M +71,385 +5%
Mariner
36
Mariner
Kansas
$49.9M +$572K +18,106 +1%
MFS
37
McNamara Financial Services
Massachusetts
$49.5M -$310K -9,806 -0.6%
CIM
38
Confluence Investment Management
Missouri
$47.6M +$46.8M +1,482,911 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$46.6M +$7.7M +244,025 +20%
PWA
40
Peterson Wealth Advisors
Utah
$44.6M +$1.53M +48,461 +4%
FAAM
41
First Ascent Asset Management
Colorado
$43.2M -$2.97M -94,015 -7%
GSIS
42
Global Strategic Investment Solutions
Arizona
$40.9M -$8.05M -254,999 -17%
WFPG
43
Waller Financial Planning Group
Ohio
$40.1M -$3.25M -102,878 -8%
MML Investors Services
44
MML Investors Services
Massachusetts
$40.1M -$3.77M -119,473 -9%
FAG
45
Financial Advisory Group
Texas
$38.7M +$1.77M +56,140 +5%
JP Morgan Chase
46
JP Morgan Chase
New York
$37.5M +$3.17M +100,337 +9%
T
47
TrueFG
Texas
$36.7M -$1.24M -39,226 -3%
CCA
48
Clearwater Capital Advisors
Illinois
$35M -$2.17M -68,680 -6%
CAAS
49
Capital Asset Advisory Services
Michigan
$34.8M +$3.8M +120,389 +13%
CC
50
Callan Capital
California
$31.8M -$485K -15,372 -2%

SPDW Hedge Fund Activity: Q1 2023 in Review

710 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2023, worth a combined $12B — up 19% from $10B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SPDW positions and 44 closed out — a net gain of 39 holders — while 261 added to existing stakes and 275 trimmed.

The largest buyer was Jane Street, adding an estimated $177M. The largest seller was Pathstone Family Office, cutting an estimated $104M.

  • 710 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2023, up from 691 in Q4 2022.
  • Funds reported $12B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 83 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2023 and 44 closed out, a net change of +39 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2023 was Jane Street, an estimated $177M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2023 was Pathstone Family Office, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2023.