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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
BA
551
Bellwether Advisors
Nebraska
$206K -$11.9K -344 -5%
MGIA
552
Moneta Group Investment Advisors
Missouri
$206K +$208 +6 +0.1%
AWA
553
Alta Wealth Advisors
Massachusetts
$206K +$17.5K +504 +9%
MWM
554
Maripau Wealth Management
Indiana
$200K -$202K -5,815 -49%
VWM
555
Valley Wealth Managers
New Jersey
$200K
EWM
556
Evermay Wealth Management
Virginia
$184K +$186K +5,363 New
Citigroup
557
Citigroup
New York
$176K -$4.27K -123 -2%
KFI
558
Key Financial Inc
Pennsylvania
$166K +$68.2K +1,965 +69%
CFGS
559
Concourse Financial Group Securities
Alabama
$158K
CAPTRUST Financial Advisors
560
CAPTRUST Financial Advisors
North Carolina
$157K -$1.4M -40,313 -90%
PNC Financial Services Group
561
PNC Financial Services Group
Pennsylvania
$151K +$26.5K +764 +21%
LPIC
562
LeJeune Puetz Investment Counsel
Michigan
$145K
Deutsche Bank
563
Deutsche Bank
Germany
$139K
OCM
564
Orion Capital Management
California
$132K +$133K +3,823 +15,929%
PP
565
PrairieView Partners
Minnesota
$131K -$7.98K -230 -6%
DWP
566
Destiny Wealth Partners
Florida
$125K -$2.57K -74 -2%
BHWM
567
Bay Harbor Wealth Management
Maryland
$124K -$25.3K -728 -17%
BlackRock
568
BlackRock
New York
$122K -$16.4K -474 -12%
LWA
569
Lenox Wealth Advisors
New York
$121K +$31.2K +900 +34%
S
570
SignatureFD
Georgia
$119K +$24.3K +700 +25%
COCM
571
Charter Oak Capital Management
New Hampshire
$117K +$113K +3,249 +1,878%
TFGT
572
TS Financial Group (TSFG)
Illinois
$113K -$3.33K -96 -3%
ACA
573
Atlas Capital Advisors
Wyoming
$112K +$20.3K +584 +22%
CIAS
574
CFS Investment Advisory Services
New Jersey
$112K +$5.57M +160,455 New
GFPC
575
Global Financial Private Client
Florida
$104K +$105K +3,021 New

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.