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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

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: 59 → 68 (+9)

9% more funds holding

Funds holding: 488 → 532 (+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
–

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$148M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$140M
3
PI
PFS Investments
Georgia
+$80.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.6M
5
Stifel Financial
Stifel Financial
Missouri
+$55M

Top Sellers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
-$47.5M
2
Jane Street
Jane Street
New York
-$35.3M
3
State Street
State Street
Massachusetts
-$19.4M
4
SMM
Stadion Money Management
Georgia
-$14M
5
SL
Systelligence LLC
Minnesota
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
526
Hoey Investments
Pennsylvania
$1K – – –
WAS
527
Winch Advisory Services
Wisconsin
$1K – – –
BC
528
Burleson & Co
California
$1K +$911 +26 New
EVM
529
Eaton Vance Management
Massachusetts
$1K +$1.23K +35 New
GEA
530
Glen Eagle Advisors
New Jersey
$318 – – –
WIM
531
Westside Investment Management
California
$70 – – –
BBHC
532
Brown Brothers Harriman & Co
New York
$41 +$40.4K +1,152 New
QA
533
Quantitative Advantage
Minnesota
– -$2.89M -85,648 Closed
Mirae Asset Global Investments
534
Mirae Asset Global Investments
South Korea
– -$2.21M -65,616 Closed
CCFM
535
Clear Creek Financial Management
Washington
– -$1.23M -36,445 Closed
Millennium Management
536
Millennium Management
New York
– -$783K -23,187 Closed
HF
537
HRT Financial
New York
– -$720K -21,362 Closed
M&T Bank
538
M&T Bank
New York
– -$521K -15,427 Closed
OCM
539
Oakwood Capital Management
California
– -$446K -13,205 Closed
QC
540
QCM Cayman
Texas
– -$306K -9,052 Closed
JP Morgan Chase
541
JP Morgan Chase
New York
– -$245K -7,260 Closed
EWM
542
Executive Wealth Management
Michigan
– -$234K -6,962 Closed
EWA
543
EP Wealth Advisors
California
– -$118K -3,491 Closed
TA
544
Tectonic Advisors
Texas
– -$90K -2,678 Closed
PFO
545
Pathstone Family Office
New Jersey
– -$71K -2,117 Closed
Qube Research & Technologies (QRT)
546
Qube Research & Technologies (QRT)
United Kingdom
– -$37K -1,100 Closed
BWM
547
Birchcreek Wealth Management
Ohio
– -$37K -1,099 Closed
FPCG
548
Fort Pitt Capital Group
Pennsylvania
– -$18K -535 Closed
Bank of Montreal
549
Bank of Montreal
Ontario, Canada
– -$17K -492 Closed
CTFG
550
Capstone Triton Financial Group
Oklahoma
– -$11K -330 Closed
19 20 21
22
23

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.