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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
Bank of Montreal
576
Bank of Montreal
Ontario, Canada
$115K +$70.7K +1,922 +157%
PPWM
577
PFG Private Wealth Management
Florida
$114K -$5.43M -147,722 -98%
KFI
578
Key Financial Inc
Pennsylvania
$105K +$12.7K +345 +14%
PA
579
PSI Advisors
Florida
$104K -$237K -6,432 -69%
S
580
SignatureFD
Georgia
$101K +$588 +16 +0.6%
ACA
581
Atlas Capital Advisors
Wyoming
$98.4K +$69.3K +1,883 +231%
LWA
582
Lenox Wealth Advisors
New York
$97K +$22.7K +618 +30%
MPWT
583
MassMutual Private Wealth & Trust
Connecticut
$94K
CCM
584
Covington Capital Management
California
$94K +$956 +26 +1%
C
585
Covestor
United Kingdom
$92K +$92.7K +2,520 New
EW
586
Element Wealth
Mississippi
$91K
FA
587
Faithward Advisors
Pennsylvania
$91K
GI
588
Gradient Investments
Minnesota
$90K -$28.4K -772 -24%
BCM
589
Bourgeon Capital Management
Connecticut
$88K
FAG
590
Fortitude Advisory Group
Washington
$88K +$88.8K +2,413 New
FFWM
591
Future Financial Wealth Management
Ohio
$81K +$81.3K +2,211 New
CSWM
592
Cassady Schiller Wealth Management
Ohio
$79K +$79.8K +2,170 New
TLFA
593
True Link Financial Advisors
California
$63K -$4.86K -132 -7%
HS
594
Horan Securities
United States
$57K +$57.1K +1,553 New
CFN
595
Cordasco Financial Network
Florida
$51K
TC
596
Truvestments Capital
Florida
$51K
ODG
597
O'Dell Group
Ohio
$46K -$12.9K -350 -22%
CIAS
598
Capital Investment Advisory Services
North Carolina
$45K +$41.1K +1,117 +931%
PB
599
Pinnacle Bancorp
Nebraska
$44K
AAP
600
Arax Advisory Partners
Colorado
$41K

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.