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State Street SPDR Portfolio Developed World ex-US ETF

737 hedge funds and large institutions have $12.8B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 271 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 37

13% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 271

7% more capital invested

Capital invested by funds: $12B → $12.8B (+$788M)

4% more funds holding

Funds holding: 710737 (+27)

0.29% more ownership

Funds ownership: 78.29%78.58% (+0.29%)

1% less funds holding in top 10

Funds holding in top 10: 107106 (-1)

Holders
737
Holders Change
+27
Holders Change %
+3.8%
% of All Funds
11.57%
Holding in Top 10
106
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.93%
% of All Funds
1.66%
New
71
Increased
305
Reduced
271
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
601
Retirement Planning Group (Kansas)
Kansas
$257K +$258K +7,907 New
SAMC
602
Spectrum Asset Management (California)
California
$257K
LFG
603
Lockerman Financial Group
California
$255K -$37.6K -1,152 -13%
TP
604
Tranquility Partners
Tennessee
$254K -$5.03K -154 -2%
FGG
605
Financial Guidance Group
Florida
$254K
LWM
606
Lodestone Wealth Management
Washington
$254K -$15.7K -480 -6%
HPC
607
HM Payson & Co
Maine
$253K
FMI
608
F/M Investments
District of Columbia
$251K -$19.8K -608 -7%
AWA
609
Alta Wealth Advisors
Massachusetts
$249K +$18.5K +566 +8%
C1AG
610
Client 1st Advisory Group
Florida
$247K -$3.56K -109 -1%
WWM
611
Windsor Wealth Management
Indiana
$247K
JWM
612
JGP Wealth Management
Oregon
$246K
MPM
613
Meritage Portfolio Management
Kansas
$238K +$35K +1,071 +17%
WA
614
Wealth Architects
California
$236K -$2.9K -89 -1%
FWM
615
Forza Wealth Management
Florida
$236K +$29.4K +900 +14%
MPW
616
MA Private Wealth
California
$236K
MCM
617
MAI Capital Management
Ohio
$234K +$235K +7,197 New
OBWG
618
Onyx Bridge Wealth Group
New York
$233K +$234K +7,173 New
ML
619
McAdam LLC
Pennsylvania
$228K +$229K +7,021 New
EI
620
Ellevest Inc
New York
$228K +$229K +7,014 New
PWG
621
Private Wealth Group
Florida
$228K
MCC
622
Money Concepts Capital
Florida
$226K -$3.35M -102,553 -94%
LNC
623
Lincoln National Corp
Pennsylvania
$226K -$587 -18 -0.3%
CF
624
Cantor Fitzgerald
New York
$225K -$13.6K -416 -6%
CP
625
Castleview Partners
Texas
$224K -$59.1K -1,811 -21%

SPDW Hedge Fund Activity: Q2 2023 in Review

737 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2023, worth a combined $12.8B — up 6.6% from $12B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SPDW positions and 37 closed out — a net gain of 34 holders — while 305 added to existing stakes and 271 trimmed.

The largest buyer was State Street, adding an estimated $161M. The largest seller was Jane Street, cutting an estimated $151M.

  • 737 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2023, up from 710 in Q1 2023.
  • Funds reported $12.8B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2023, up 6.6% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2023 and 37 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2023 was State Street, an estimated $161M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2023 was Jane Street, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2023.