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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
FWP
601
FAS Wealth Partners
Kansas
$40K
Fifth Third Bancorp
602
Fifth Third Bancorp
Ohio
$40K
AA
603
Ancora Advisors
Ohio
$35K +$37 +1 +0.1%
ZIG
604
Zullo Investment Group
Pennsylvania
$35K +$35.2K +956 New
MIM
605
Macroview Investment Management
Maryland
$33K +$552 +15 +2%
MG
606
MilWealth Group
Wisconsin
$31K +$31.3K +851 New
RPCONE
607
Retirement Planning Company of New England
Rhode Island
$31K +$32K +869 New
NFSG
608
Newbridge Financial Services Group
Florida
$26K -$2.61K -71 -9%
CPFP
609
Clear Perspectives Financial Planning
Ohio
$26K +$16.9K +459 +180%
MTWM
610
Masso Torrence Wealth Management
New Jersey
$23K +$23K +626 New
BWL
611
Bogart Wealth LLC
Virginia
$22K +$74 +2 +0.3%
SL
612
Savior LLC
Massachusetts
$22K +$22.5K +613 New
LF
613
Lee Financial
Texas
$15K +$74 +2 +0.5%
TSWM
614
Tyler-Stone Wealth Management
Ohio
$13K +$13.1K +355 New
LWMNY
615
Landmark Wealth Management (New York)
New York
$13K +$13.6M +368,848 New
CP
616
Corbenic Partners
Pennsylvania
$11K +$11.3K +306 New
IBOK
617
Independence Bank of Kentucky
Kentucky
$10K
HFS
618
HBC Financial Services
Washington
$9K +$9.56K +260 New
LPWM
619
Lake Point Wealth Management
Texas
$8K
WWM
620
Wolff Wiese Magana
California
$8K
EVM
621
Eaton Vance Management
Massachusetts
$8K +$7.36K +200 +571%
IRAG
622
Investment Research & Advisory Group
Georgia
$8K +$8.53K +232 New
CP
623
Castleview Partners
Texas
$7.79K +$10.4M +284,033 New
PWMG
624
Prestige Wealth Management Group
New Jersey
$7K -$4.16K -113 -37%
COCM
625
Charter Oak Capital Management
New Hampshire
$6K

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.