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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
MAS
526
Madden Advisory Services
Florida
$236K +$259K +8,176 New
SSWM
527
Smith Salley Wealth Management
North Carolina
$235K +$38.6K +1,218 +18%
KCM
528
Karp Capital Management
California
$231K +$254K +8,019 New
BP
529
BCK Partners
New York
$227K +$1.04K +33 +0.4%
PIA
530
Pinion Investment Advisors
Kansas
$227K +$249K +7,880 New
RWP
531
RWA Wealth Partners
Massachusetts
$225K -$50.1K -1,583 -17%
HPC
532
HM Payson & Co
Maine
$224K -$3.26K -103 -1%
AIFAIM
533
American Institute for Advanced Investment Management
Arizona
$224K +$245K +7,750 New
JWCA
534
J.W. Cole Advisors
Florida
$223K -$245K -7,730 -50%
MI
535
Moneywise Inc
Virginia
$221K +$25.9K +818 +12%
EK
536
Evensky & Katz
Florida
$215K -$6.87K -217 -3%
FA
537
Fermata Advisors
California
$214K -$28.3K -895 -11%
WA
538
Wealth Architects
California
$214K
WWM
539
Windsor Wealth Management
Indiana
$214K
TCM
540
Telos Capital Management
California
$213K
LIM
541
Leavell Investment Management
Alabama
$213K +$32.4K +1,025 +16%
WFM
542
Wolff Financial Management
Michigan
$212K +$3.61K +114 +2%
AWA
543
Arkadios Wealth Advisors
Georgia
$210K
CCA
544
Checchi Capital Advisers
California
$209K -$288K -9,100 -57%
FMI
545
F/M Investments
District of Columbia
$207K -$25.6K -810 -13%
TRCT
546
Tower Research Capital (TRC)
New York
$205K -$22.3K -705 -9%
JSW
547
Journey Strategic Wealth
New Jersey
$205K +$225K +7,100 New
ACM
548
Absolute Capital Management
Pennsylvania
$205K +$225K +7,107 New
SFA
549
Sequoia Financial Advisors
Ohio
$202K +$222K +7,000 New
CIAS
550
Capital Investment Advisory Services
North Carolina
$191K +$169K +5,333 +411%

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.