We are live on ! Find out more
SPDW icon

State Street SPDR Portfolio Developed World ex-US ETF
SPDW

532 hedge funds and large institutions have $6.93B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 224 increasing their positions, 169 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 22

33% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 169

20% more capital invested

Capital invested by funds: $5.8B → $6.93B (+$1.14B)

15% more funds holding in top 10

Funds holding in top 10: 59 → 68 (+9)

9% more funds holding

Funds holding: 488 → 532 (+44)

2.14% more ownership

Funds ownership: 63.31% → 65.45% (+2.1%)

Holders
532
Holders Change
+44
Holders Change %
+9.02%
% of All Funds
9.34%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
1.19%
New
69
Increased
224
Reduced
169
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$148M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$140M
3
PI
PFS Investments
Georgia
+$80.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.6M
5
Stifel Financial
Stifel Financial
Missouri
+$55M

Top Sellers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
-$47.5M
2
Jane Street
Jane Street
New York
-$35.3M
3
State Street
State Street
Massachusetts
-$19.4M
4
SMM
Stadion Money Management
Georgia
-$14M
5
SL
Systelligence LLC
Minnesota
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
476
WealthShield Partners
North Carolina
$73K +$72.2K +2,060 New
S
477
SignatureFD
Georgia
$62K +$2.94K +84 +5%
Citigroup
478
Citigroup
New York
$59K -$28.9K -824 -33%
ACA
479
Atlas Capital Advisors
Wyoming
$58.2K – – –
CAGAS
480
Capital Advisory Group Advisory Services
Minnesota
$50K -$7.01K -200 -12%
CFN
481
Cordasco Financial Network
Florida
$49K – – –
TC
482
Truvestments Capital
Florida
$49K – – –
HS
483
Horan Securities
United States
$45K – – –
SIS
484
Sound Income Strategies
Florida
$43.5K +$7.54K +215 +21%
PB
485
Pinnacle Bancorp
Nebraska
$42K -$3.29K -94 -7%
TRCT
486
Tower Research Capital (TRC)
New York
$39K -$51.9K -1,480 -57%
FWP
487
FAS Wealth Partners
Kansas
$38K – – –
ICM
488
Islay Capital Management
Texas
$36K +$35.9K +1,025 New
MIM
489
Macroview Investment Management
Maryland
$31K – – –
VFA
490
Valeo Financial Advisors
Indiana
$29K +$28.9K +825 New
FPW
491
Flagship Private Wealth
Massachusetts
$28.5K +$13K +372 +90%
AA
492
Ancora Advisors
Ohio
$25K -$6.42K -183 -20%
FFW
493
Fusion Family Wealth
New York
$24K +$210 +6 +0.9%
NFSG
494
Newbridge Financial Services Group
Florida
$24K +$7.47K +213 +47%
LWA
495
Lenox Wealth Advisors
New York
$24K +$13.3K +378 +122%
JFGIW
496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K -$38.5K -1,097 -63%
SW
497
SVB Wealth
Massachusetts
$23K – – –
KFS
498
Kelly Financial Services
Massachusetts
$19.6K – – –
AWA
499
Arkadios Wealth Advisors
Georgia
$19K +$2.94K +84 +18%
KFI
500
Key Financial Inc
Pennsylvania
$19K +$19.1K +545 New
18 19
20
21 22

SPDW Hedge Fund Activity: Q1 2021 in Review

532 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2021, worth a combined $6.93B — up 20% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SPDW positions and 22 closed out — a net gain of 47 holders — while 224 added to existing stakes and 169 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $148M. The largest seller was FormulaFolio Investments, cutting an estimated $47.5M.

  • 532 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2021, up from 488 in Q4 2020.
  • Funds reported $6.93B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2021 and 22 closed out, a net change of +47 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2021 was Horizon Investments, an estimated $148M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $47.5M sold.

Based on aggregated 13F filings for Q1 2021.