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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
FWP
601
FAS Wealth Partners
Kansas
$37K
PA
602
PSI Advisors
Florida
$36K -$62.5K -1,801 -63%
SFCL
603
Strengthening Families & Communities LLC
Massachusetts
$36K +$36.1K +1,041 New
ZIG
604
Zullo Investment Group
Pennsylvania
$35K +$2.01K +58 +6%
FHA
605
First Horizon Advisors
Tennessee
$34K -$28.7M -828,265 -100%
MIM
606
Macroview Investment Management
Maryland
$31K
MG
607
MilWealth Group
Wisconsin
$29.2K
SL
608
Savior LLC
Massachusetts
$21K
BWL
609
Bogart Wealth LLC
Virginia
$20K
NFSG
610
Newbridge Financial Services Group
Florida
$17K -$7.39K -213 -30%
LF
611
Lee Financial
Texas
$14K
HNB
612
Huntington National Bank
Ohio
$12K
TSWM
613
Tyler-Stone Wealth Management
Ohio
$12K
LC
614
Lindbrook Capital
California
$12K +$6.11K +176 +105%
Fifth Third Bancorp
615
Fifth Third Bancorp
Ohio
$10K -$27.8K -800 -73%
CA
616
Clearstead Advisors
Ohio
$9K +$9.51K +274 New
HFS
617
HBC Financial Services
Washington
$8K
IRAG
618
Investment Research & Advisory Group
Georgia
$8K
SCA
619
Stonebridge Capital Advisors
Minnesota
$8K +$8.36K +241 New
LPWM
620
Lake Point Wealth Management
Texas
$7K
PWMG
621
Prestige Wealth Management Group
New Jersey
$7K
WFA
622
West Financial Advisors
Iowa
$7K +$2.43K +70 +54%
OFG
623
Oxford Financial Group
Indiana
$7K +$6.94K +200 New
DAC
624
Dividend Assets Capital
South Carolina
$6K
CWM
625
CarsonAllaria Wealth Management
Illinois
$6K +$139 +4 +3%

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.