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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
WP
526
WealthPLAN Partners
Nebraska
$257K +$902 +26 +0.3%
HFS
527
Hantz Financial Services
Michigan
$257K +$255K +7,345 +4,708%
WIM
528
WealthPlan Investment Management
Nebraska
$257K +$280K +8,078 New
FWM
529
FSA Wealth Management
Massachusetts
$255K
WA
530
Wealth Architects
California
$254K +$257K +7,414 New
TCM
531
Telos Capital Management
California
$253K -$12.2K -352 -5%
ACM
532
Advisors Capital Management
New Jersey
$252K -$129K -3,726 -34%
BI
533
Ballast Inc
Kentucky
$251K +$1.35K +39 +0.5%
AWA
534
Arkadios Wealth Advisors
Georgia
$249K +$43.3K +1,249 +21%
WFM
535
Wolff Financial Management
Michigan
$248K
BC
536
Burney Company
Virginia
$240K +$2.46K +71 +1%
SSWM
537
Smith Salley Wealth Management
North Carolina
$238K -$23.7K -682 -9%
HIP
538
HUB Investment Partners
Texas
$238K -$555 -16 -0.2%
MI
539
Moneywise Inc
Virginia
$234K +$69 +2 +0%
W
540
WorthPointe
California
$233K -$85.9K -2,475 -27%
CG
541
Caprock Group
Idaho
$231K
AWAP
542
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$223K +$30.1K +868 +15%
VHAM
543
Van Hulzen Asset Management
California
$221K -$74.6K -2,150 -25%
FMI
544
F/M Investments
District of Columbia
$221K
RBC
545
Roble Belko & Company
Pennsylvania
$219K
LIM
546
Leavell Investment Management
Alabama
$218K
ARC
547
Advisor Resource Council
Texas
$217K -$3.83M -110,399 -95%
CS
548
Cannell & Spears
New York
$217K
RIS
549
Retirement Income Solutions
Michigan
$217K +$220K +6,339 New
MPM
550
Meritage Portfolio Management
Kansas
$210K

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.