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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
AP
501
Advisor Partners
California
$331K -$1.87K -54 -0.6%
PWPS
502
Pinnacle Wealth Planning Services
Ohio
$330K +$20.7K +596 +7%
AWM
503
Avior Wealth Management
Nebraska
$325K -$17.3K -499 -5%
RIA
504
Regal Investment Advisors
Michigan
$324K -$3.47K -100 -1%
RWP
505
RWA Wealth Partners
Massachusetts
$322K
NFG
506
Nations Financial Group
Iowa
$319K
OPA
507
Old Port Advisors
Maine
$317K -$22.8K -658 -7%
CP
508
Castleview Partners
Texas
$314K -$9.54M -274,862 -97%
AIA
509
Acute Investment Advisory
Arizona
$313K -$2.46M -70,773 -89%
HVIA
510
Hudson Valley Investment Advisors
New York
$309K -$1.21K -35 -0.4%
BFA
511
Beacon Financial Advisory
Ohio
$308K -$11.9K -344 -4%
AT
512
American Trust
Kentucky
$301K +$37.7K +1,087 +14%
FA
513
Fermata Advisors
California
$285K -$31.8K -916 -10%
NPI
514
New Perspectives Inc
Mississippi
$281K -$36K -1,037 -11%
MWM
515
Marion Wealth Management
Pennsylvania
$279K +$2.71K +78 +1%
AWM
516
Apollon Wealth Management
South Carolina
$275K +$7.01K +202 +3%
HPC
517
HM Payson & Co
Maine
$270K
BP
518
BCK Partners
New York
$269K +$6.77K +195 +3%
IF
519
Intrua Financial
Texas
$268K -$88.4K -2,547 -25%
TRCT
520
Tower Research Capital (TRC)
New York
$268K +$271K +7,817 New
EK
521
Evensky & Katz
Florida
$263K -$3.78K -109 -1%
YAL
522
Your Advocates Ltd
Texas
$262K -$54.5K -1,571 -17%
OSNBOA
523
Old Second National Bank of Aurora
Illinois
$261K -$12.2K -351 -4%
RRCM
524
Rappaport Reiches Capital Management
Illinois
$258K -$8.15K -235 -3%
WWM
525
Windsor Wealth Management
Indiana
$257K

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.