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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
KFI
551
Key Financial Inc
Pennsylvania
$189K +$54.3K +1,715 +35%
RBC
552
Roble Belko & Company
Pennsylvania
$184K
IBOK
553
Independence Bank of Kentucky
Kentucky
$176K -$185K -5,834 -49%
BA
554
Bellwether Advisors
Nebraska
$173K
VWM
555
Valley Wealth Managers
New Jersey
$168K
EWM
556
Evermay Wealth Management
Virginia
$155K
CFGS
557
Concourse Financial Group Securities
Alabama
$133K
YAL
558
Your Advocates Ltd
Texas
$129K -$99.8K -3,154 -41%
PNC Financial Services Group
559
PNC Financial Services Group
Pennsylvania
$125K -$2.12K -67 -2%
LPIC
560
LeJeune Puetz Investment Counsel
Michigan
$122K
Deutsche Bank
561
Deutsche Bank
Germany
$117K
OCM
562
Orion Capital Management
California
$111K
PP
563
PrairieView Partners
Minnesota
$110K
BlackRock
564
BlackRock
New York
$110K +$7.88K +249 +7%
SPIA
565
Steward Partners Investment Advisory
New York
$103K -$301K -9,517 -73%
DWP
566
Destiny Wealth Partners
Florida
$102K -$3.89K -123 -3%
COCM
567
Charter Oak Capital Management
New Hampshire
$102K +$4.05K +128 +4%
BHWM
568
Bay Harbor Wealth Management
Maryland
$101K -$3.17K -100 -3%
S
569
SignatureFD
Georgia
$100K +$665 +21 +0.6%
HWMA
570
Heritage Wealth Management (Arizona)
Arizona
$97.3K -$447K -14,134 -81%
Citigroup
571
Citigroup
New York
$89K -$65.2K -2,060 -40%
GI
572
Gradient Investments
Minnesota
$87K +$54.1K +1,710 +130%
TFGT
573
TS Financial Group (TSFG)
Illinois
$86K -$9.53K -301 -9%
CMP
574
Coston McIsaac & Partners
Maine
$81K +$89.1K +2,813 New
TCWM
575
Total Clarity Wealth Management
Illinois
$78K +$86K +2,717 New

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.