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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
IF
626
Integrity Financial
Wyoming
$3K +$63 +2 +2%
M1FG
627
Mach-1 Financial Group
Arkansas
$3K +$3.51K +111 New
CCM
628
Cribstone Capital Management
Maine
$3K +$3.64K +115 New
EWA
629
EverSource Wealth Advisors
Alabama
$2K
RG
630
Retirement Group
California
$2K
TWA
631
TCI Wealth Advisors
Arizona
$2K
PCG
632
Private Capital Group
Connecticut
$1K -$1.8K -57 -76%
CPFP
633
Clear Perspectives Financial Planning
Ohio
$1K
HI
634
Hoey Investments
Pennsylvania
$1K
LWA
635
Lowe Wealth Advisors
Maryland
$1K
WAS
636
Winch Advisory Services
Wisconsin
$1K +$32 +1 +4%
LWP
637
Lumature Wealth Partners
Georgia
$1K +$728 +23 New
SWA
638
Sutton Wealth Advisors
Florida
$865
GEA
639
Glen Eagle Advisors
New Jersey
$260
Bank of Montreal
640
Bank of Montreal
Ontario, Canada
$92 -$11.2M -354,596 -99%
WIM
641
Westside Investment Management
California
$80
Jane Street
642
Jane Street
New York
-$43.2M -1,259,929 Closed
PWP
643
Personal Wealth Partners
Minnesota
-$8.32M -242,844 Closed
BOC
644
Bull Oak Capital
California
-$6.97M -203,403 Closed
FZCM
645
Flynn Zito Capital Management
New York
-$6.75M -197,067 Closed
CIAS
646
CFS Investment Advisory Services
New Jersey
-$112K -160,455 Closed
CG
647
Colony Group
Massachusetts
-$3.25M -94,698 Closed
AO
648
Advisor OS
Illinois
-$3.07M -89,515 Closed
LK
649
Lumbard & Kellner
New Hampshire
-$1.95M -57,015 Closed
DAS
650
Dynamic Advisor Solutions
Arizona
-$1.61M -46,893 Closed

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.