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State Street SPDR Portfolio Developed World ex-US ETF

643 hedge funds and large institutions have $9.33B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 313 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 190

4% more funds holding in top 10

Funds holding in top 10: 9397 (+4)

1.17% more ownership

Funds ownership: 71.46%72.63% (+1.2%)

3% more capital invested

Capital invested by funds: $9.07B → $9.33B (+$265M)

2% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 55

1% less funds holding

Funds holding: 651643 (-8)

Holders
643
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.14%
Holding in Top 10
97
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.3%
% of All Funds
1.53%
New
56
Increased
313
Reduced
190
Closed
55
Calls
$919K
Puts
Net Calls
+$919K
Net Calls Change
-$344K
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
476
Cardiff Park Advisors
California
$406K
WTB
477
Washington Trust Bank
Washington
$405K +$410K +11,827 New
FMWA
478
Forvis Mazars Wealth Advisors
Missouri
$404K
KCPG
479
Kavar Capital Partners Group
Kansas
$404K
SL
480
Salomon & Ludwin
Virginia
$399K +$201K +5,780 +98%
CCM
481
Crew Capital Management
Ohio
$397K +$3.92K +113 +1%
JP Morgan Chase
482
JP Morgan Chase
New York
$396K +$400K +11,539 New
DWT
483
Dorsey & Whitney Trust
South Dakota
$394K
B
484
Bensler
Washington
$389K +$394K +11,354 New
CPIG
485
Chicago Partners Investment Group
Illinois
$389K +$38.3K +1,105 +10%
UAS
486
United Asset Strategies
New York
$386K +$42.9K +1,237 +12%
NL
487
NWAM LLC
Washington
$382K -$125K -3,606 -24%
MSFS
488
Main Street Financial Solutions
Pennsylvania
$381K -$39.7K -1,145 -9%
WA
489
WBH Advisory
Maryland
$380K +$25.9K +747 +7%
BFG
490
Beacon Financial Group
Texas
$378K
RCC
491
Red Cedar Capital
Nebraska
$376K
EWM
492
Echo Wealth Management
Minnesota
$368K +$9.44K +272 +3%
SMC
493
Smith, Moore & Co
Missouri
$364K
RPG
494
Resource Planning Group
Georgia
$354K -$9.4K -271 -3%
WBCM
495
Wilson & Boucher Capital Management
California
$353K +$3.47K +100 +1%
WA
496
Wambolt & Associates
Colorado
$353K +$39.6K +1,142 +13%
BO
497
BRR OpCo
Ohio
$350K
JCIA
498
Jackson Creek Investment Advisors
Colorado
$343K +$348K +10,016 New
ASW
499
Astoria Strategic Wealth
Texas
$337K -$937 -27 -0.3%
OCM
500
Orleans Capital Management
Louisiana
$333K

SPDW Hedge Fund Activity: Q1 2022 in Review

643 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2022, worth a combined $9.33B — up 2.9% from $9.07B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPDW positions and 55 closed out — a net gain of 1 holder — while 313 added to existing stakes and 190 trimmed.

The largest buyer was Creative Planning, adding an estimated $164M. The largest seller was Stadion Money Management, cutting an estimated $61.2M.

  • 643 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2022, down from 651 in Q4 2021.
  • Funds reported $9.33B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2022, up 2.9% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2022 and 55 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2022 was Creative Planning, an estimated $164M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2022 was Stadion Money Management, an estimated $61.2M sold.

Based on aggregated 13F filings for Q1 2022.