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State Street SPDR Portfolio Developed World ex-US ETF

644 hedge funds and large institutions have $8.04B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 291 increasing their positions, 208 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 208

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

0% more funds holding

Funds holding: 643644 (+1)

0.03% less ownership

Funds ownership: 72.63%72.6% (-0.03%)

11% less funds holding in top 10

Funds holding in top 10: 9786 (-11)

14% less capital invested

Capital invested by funds: $9.33B → $8.04B (-$1.29B)

Holders
644
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.85%
Holding in Top 10
86
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.34%
% of All Funds
1.45%
New
65
Increased
291
Reduced
208
Closed
56
Calls
$2.17M
Puts
Net Calls
+$2.17M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
501
American Trust
Kentucky
$294K +$45.3K +1,430 +16%
GC
502
Garde Capital
Washington
$289K +$317K +10,009 New
GFPC
503
Global Financial Private Client
Florida
$286K +$218K +6,878 +228%
OCM
504
Orleans Capital Management
Louisiana
$280K
RIA
505
Regal Investment Advisors
Michigan
$278K +$5.98K +189 +2%
IF
506
Intrua Financial
Texas
$278K +$57.5K +1,817 +23%
GWANC
507
Guardian Wealth Advisors (North Carolina)
North Carolina
$275K -$2.57M -81,306 -90%
AWM
508
Avior Wealth Management
Nebraska
$274K +$601 +19 +0.2%
BC
509
Burney Company
Virginia
$270K +$75.2K +2,376 +34%
NFG
510
Nations Financial Group
Iowa
$268K
ACM
511
Advisors Capital Management
New Jersey
$264K +$57.7K +1,823 +25%
OPA
512
Old Port Advisors
Maine
$263K +$4.24K +134 +1%
ASW
513
Astoria Strategic Wealth
Texas
$261K -$24.1K -761 -8%
IWN
514
Independent Wealth Network
Iowa
$258K +$283K +8,929 New
SAMC
515
Spectrum Asset Management (California)
California
$255K -$425K -13,424 -60%
EWM
516
Echo Wealth Management
Minnesota
$253K -$71.2K -2,249 -20%
BFA
517
Beacon Financial Advisory
Ohio
$249K -$11.6K -365 -4%
FW
518
FirstPurpose Wealth
Utah
$249K +$273K +8,636 New
FF
519
Financial Futures
New Jersey
$248K -$355K -11,226 -57%
HVIA
520
Hudson Valley Investment Advisors
New York
$247K -$13.7K -434 -5%
TI
521
Trexquant Investment
Connecticut
$245K +$269K +8,501 New
CF
522
Convergence Financial
Missouri
$243K +$267K +8,420 New
NPI
523
New Perspectives Inc
Mississippi
$238K +$1.71K +54 +0.7%
RRCM
524
Rappaport Reiches Capital Management
Illinois
$238K +$22.6K +714 +9%
OSNBOA
525
Old Second National Bank of Aurora
Illinois
$237K +$19.6K +618 +8%

SPDW Hedge Fund Activity: Q2 2022 in Review

644 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2022, worth a combined $8.04B — down 14% from $9.33B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SPDW positions and 56 closed out — a net gain of 9 holders — while 291 added to existing stakes and 208 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $121M. The largest seller was Horizon Investments, cutting an estimated $112M.

  • 644 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2022, up from 643 in Q1 2022.
  • Funds reported $8.04B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 65 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2022 and 56 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $121M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2022 was Horizon Investments, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2022.