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State Street SPDR Portfolio Developed World ex-US ETF

651 hedge funds and large institutions have $9.07B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 318 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

448% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 25

143% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 131

19% more funds holding

Funds holding: 549651 (+102)

16% more funds holding in top 10

Funds holding in top 10: 8093 (+13)

13% more capital invested

Capital invested by funds: $7.99B → $9.07B (+$1.07B)

2.08% more ownership

Funds ownership: 69.38%71.46% (+2.1%)

Holders
651
Holders Change
+102
Holders Change %
+18.58%
% of All Funds
10.02%
Holding in Top 10
93
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+16.25%
% of All Funds
1.43%
New
137
Increased
318
Reduced
131
Closed
25
Calls
$1.26M
Puts
Net Calls
+$1.26M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
BI
526
Ballast Inc
Kentucky
$265K -$87.2K -2,371 -25%
WFM
527
Wolff Financial Management
Michigan
$263K +$32.2K +876 +14%
MFG
528
Mission Financial Group
Nevada
$259K +$214K +5,828 New
FWM
529
FSA Wealth Management
Massachusetts
$255K +$5.04K +137 +2%
Principal Financial Group
530
Principal Financial Group
Iowa
$254K -$387K -10,520 -60%
HIP
531
HUB Investment Partners
Texas
$254K -$28.5K -776 -10%
BC
532
Burney Company
Virginia
$253K +$27.2K +740 +12%
MI
533
Moneywise Inc
Virginia
$249K +$1.8K +49 +0.7%
HSA
534
HBK Sorce Advisory
Pennsylvania
$249K +$9.16K +249 +4%
CG
535
Caprock Group
Idaho
$246K
AP
536
Appleton Partners
Massachusetts
$241K
FMI
537
F/M Investments
District of Columbia
$235K -$883 -24 -0.4%
RBC
538
Roble Belko & Company
Pennsylvania
$233K +$235K +6,392 New
BA
539
Bellwether Advisors
Nebraska
$232K +$8.97K +244 +4%
LIM
540
Leavell Investment Management
Alabama
$232K +$234K +6,364 New
CS
541
Cannell & Spears
New York
$231K
TWP
542
TFO Wealth Partners
Ohio
$225K +$228K +6,212 New
MPM
543
Meritage Portfolio Management
Kansas
$223K +$225K +6,114 New
BC
544
Brio Consultants
California
$222K -$3.62M -98,439 -94%
MGIA
545
Moneta Group Investment Advisors
Missouri
$219K -$2.69K -73 -1%
AWA
546
Arkadios Wealth Advisors
Georgia
$219K +$175K +4,756 +377%
MCIA
547
Mountain Capital Investment Advisors
Colorado
$217K +$219K +5,954 New
SL
548
Salomon & Ludwin
Virginia
$214K +$216K +5,870 New
VWM
549
Valley Wealth Managers
New Jersey
$212K +$1.84K +50 +0.9%
HFA
550
High Falls Advisors
New York
$211K +$213K +5,780 New

SPDW Hedge Fund Activity: Q4 2021 in Review

651 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q4 2021, worth a combined $9.07B — up 13% from $7.99B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new SPDW positions and 25 closed out — a net gain of 112 holders — while 318 added to existing stakes and 131 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $148M. The largest seller was Brinker Capital Investments, cutting an estimated $33.2M.

  • 651 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q4 2021, up from 549 in Q3 2021.
  • Funds reported $9.07B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 137 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q4 2021 and 25 closed out, a net change of +112 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $148M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q4 2021 was Brinker Capital Investments, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2021.