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State Street SPDR Portfolio Developed World ex-US ETF

651 hedge funds and large institutions have $9.07B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 318 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

448% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 25

143% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 131

19% more funds holding

Funds holding: 549651 (+102)

16% more funds holding in top 10

Funds holding in top 10: 8093 (+13)

13% more capital invested

Capital invested by funds: $7.99B → $9.07B (+$1.07B)

2.08% more ownership

Funds ownership: 69.38%71.46% (+2.1%)

Holders
651
Holders Change
+102
Holders Change %
+18.58%
% of All Funds
10.02%
Holding in Top 10
93
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+16.25%
% of All Funds
1.43%
New
137
Increased
318
Reduced
131
Closed
25
Calls
$1.26M
Puts
Net Calls
+$1.26M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
HKIMG
476
Hutchens & Kramer Investment Management Group
Indiana
$389K +$414K +11,245 New
SMC
477
Smith, Moore & Co
Missouri
$388K
EWM
478
Echo Wealth Management
Minnesota
$388K +$61.5K +1,671 +18%
RPG
479
Resource Planning Group
Georgia
$387K -$42.6K -1,159 -10%
IF
480
Intrua Financial
Texas
$378K +$5.48K +149 +1%
VIP
481
Vantage Investment Partners
Missouri
$374K -$3.68K -100 -1%
BO
482
BRR OpCo
Ohio
$372K
WBCM
483
Wilson & Boucher Capital Management
California
$372K +$375K +10,200 New
UAS
484
United Asset Strategies
New York
$366K -$357K -9,698 -49%
AWM
485
Avior Wealth Management
Nebraska
$365K -$25.4K -690 -6%
ASW
486
Astoria Strategic Wealth
Texas
$359K +$50.8K +1,381 +16%
OPA
487
Old Port Advisors
Maine
$356K +$441 +12 +0.1%
OCM
488
Orleans Capital Management
Louisiana
$354K
AP
489
Advisor Partners
California
$354K +$10.7K +290 +3%
RIA
490
Regal Investment Advisors
Michigan
$348K +$5.59K +152 +2%
RWP
491
RWA Wealth Partners
Massachusetts
$343K
GKWIM
492
Gerber Kawasaki Wealth & Investment Management
California
$342K +$75.8K +2,060 +28%
BFA
493
Beacon Financial Advisory
Ohio
$341K +$74 +2 +0%
W
494
WorthPointe
California
$341K +$341K +9,271 New
NFG
495
Nations Financial Group
Iowa
$339K +$846 +23 +0.2%
NPI
496
New Perspectives Inc
Mississippi
$337K -$53.3K -1,449 -14%
FA
497
Fermata Advisors
California
$336K -$28.7K -779 -8%
YAL
498
Your Advocates Ltd
Texas
$336K +$27.2K +739 +9%
WA
499
Wambolt & Associates
Colorado
$331K +$42.7K +1,160 +15%
HVIA
500
Hudson Valley Investment Advisors
New York
$330K +$846 +23 +0.3%

SPDW Hedge Fund Activity: Q4 2021 in Review

651 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q4 2021, worth a combined $9.07B — up 13% from $7.99B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new SPDW positions and 25 closed out — a net gain of 112 holders — while 318 added to existing stakes and 131 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $148M. The largest seller was Brinker Capital Investments, cutting an estimated $33.2M.

  • 651 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q4 2021, up from 549 in Q3 2021.
  • Funds reported $9.07B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 137 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q4 2021 and 25 closed out, a net change of +112 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $148M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q4 2021 was Brinker Capital Investments, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2021.