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State Street SPDR Portfolio Developed World ex-US ETF

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: 5968 (+9)

9% more funds holding

Funds holding: 488532 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
501
Bogart Wealth LLC
Virginia
$17K +$5.43K +155 +46%
CFGS
502
Concourse Financial Group Securities
Alabama
$11K -$14K -400 -57%
PWMG
503
Prestige Wealth Management Group
New Jersey
$11K
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$10K
CPFP
505
Clear Perspectives Financial Planning
Ohio
$9K
AIL
506
AGF Investments LLC
Ontario, Canada
$7K -$2.35K -67 -24%
GTAM
507
Global Trust Asset Management
Florida
$7K
SCA
508
Stonebridge Capital Advisors
Minnesota
$7K +$6.98K +199 New
DAC
509
Dividend Assets Capital
South Carolina
$6K -$1.09K -31 -16%
Rockefeller Capital Management
510
Rockefeller Capital Management
New York
$6K
COCM
511
Charter Oak Capital Management
New Hampshire
$6K +$6.07K +173 New
VBCG
512
Valley Brook Capital Group
Pennsylvania
$6K +$6.87K +196 New
FRA
513
Front Row Advisors
California
$5K
WFA
514
West Financial Advisors
Iowa
$5K
CIAS
515
Capital Investment Advisory Services
North Carolina
$4K
PCG
516
Private Capital Group
Connecticut
$3K -$3.23K -92 -54%
JCM
517
Jacobi Capital Management
Pennsylvania
$3K
RG
518
Retirement Group
California
$3K +$2.88K +82 New
BSG
519
Black Swift Group
Colorado
$3K +$2.91K +83 New
BC
520
Barnett & Company
Tennessee
$2K -$175 -5 -7%
FCM
521
Firestone Capital Management
Florida
$2K
LWA
522
Lowe Wealth Advisors
Maryland
$2K
TWA
523
TCI Wealth Advisors
Arizona
$2K
SWA
524
Sutton Wealth Advisors
Florida
$1.06K
OCM
525
Orion Capital Management
California
$1K -$130K -3,711 -99%

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.