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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

488 hedge funds and large institutions have $5.8B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 198 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 23

37% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 145

17% more funds holding

Funds holding: 416 → 488 (+72)

14% more capital invested

Capital invested by funds: $5.09B → $5.8B (+$710M)

7% more funds holding in top 10

Funds holding in top 10: 55 → 59 (+4)

0.53% less ownership

Funds ownership: 63.84% → 63.31% (-0.53%)

Holders
488
Holders Change
+72
Holders Change %
+17.31%
% of All Funds
8.64%
Holding in Top 10
59
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.27%
% of All Funds
1.04%
New
100
Increased
198
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$134M
2
AF
Allworth Financial
California
+$110M
3
State Street
State Street
Massachusetts
+$63.9M
4
Stifel Financial
Stifel Financial
Missouri
+$48.6M
5
GWM
Geneos Wealth Management
Colorado
+$21.3M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$237M
2
PI
PFS Investments
Georgia
-$130M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$74.7M
4
AssetMark Inc
AssetMark Inc
California
-$57.6M
5
Osaic Holdings
Osaic Holdings
Arizona
-$31.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
501
Condor Capital Management
New Jersey
– -$271K -9,279 Closed
W
502
WealthOne
New York
– -$266K -9,080 Closed
AAS
503
Avantax Advisory Services
Texas
– -$247K -8,409 Closed
PFA
504
Plotkin Financial Advisors
Maryland
– -$244K -8,352 Closed
AF
505
Affiance Financial
Minnesota
– -$226K -7,725 Closed
CIA
506
Compass Ion Advisors
Pennsylvania
– -$219K -7,487 Closed
RWB
507
RMR Wealth Builders
New Jersey
– -$201K -6,885 Closed
WP
508
WealthShield Partners
North Carolina
– -$112K -3,812 Closed
CHAM
509
Clear Harbor Asset Management
Connecticut
– -$77.9K -2,663 Closed
GSAM
510
Grant Street Asset Management
Pennsylvania
– +$32 +1 New
17 18 19 20
21

SPDW Hedge Fund Activity: Q4 2020 in Review

488 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q4 2020, worth a combined $5.8B — up 14% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new SPDW positions and 23 closed out — a net gain of 77 holders — while 198 added to existing stakes and 145 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $134M. The largest seller was Horizon Investments, exiting entirely with an estimated $237M sold.

  • 488 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q4 2020, up from 416 in Q3 2020.
  • Funds reported $5.8B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 100 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q4 2020 and 23 closed out, a net change of +77 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $134M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q4 2020 was Horizon Investments, an estimated $237M sold.

Based on aggregated 13F filings for Q4 2020.