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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
OMC
651
Old Mission Capital
Illinois
-$8.11M -223,920 Closed
SS
652
Simplicity Solutions
Minnesota
-$5.63M -155,484 Closed
PPA
653
Parametric Portfolio Associates
Washington
-$3.51M -97,000 Closed
ODFS
654
O'Donnell Financial Services
California
-$3.43M -94,802 Closed
Renaissance Technologies
655
Renaissance Technologies
New York
-$2.42M -66,900 Closed
OCG
656
Opus Capital Group
Ohio
-$1.62M -44,791 Closed
FEG
657
Fund Evaluation Group
Ohio
-$1.04M -28,772 Closed
FHC
658
First Heartland Consultants
Missouri
-$916K -25,301 Closed
QC
659
QCM Cayman
Texas
-$266K -7,341 Closed
TA
660
Tectonic Advisors
Texas
-$256K -7,067 Closed
NCG
661
Newport Capital Group
New Jersey
-$240K -6,626 Closed
BPWM
662
Badgley Phelps Wealth Managers
Washington
-$218K -6,025 Closed
TSA
663
Tri-Star Advisors
Texas
-$209K -5,675 Closed
PFG
664
Pacific Financial Group
Washington
-$201K -5,555 Closed
BC
665
Bartlett & Co
Ohio
-$85K -2,351 Closed
BCWM
666
Bartlett & Co Wealth Management
Ohio
-$85.1K -2,351 Closed
CAGAS
667
Capital Advisory Group Advisory Services
Minnesota
-$44K -1,225 Closed
JCM
668
Jacobi Capital Management
Pennsylvania
-$43K -1,176 Closed
SFP
669
Sterling Financial Planning
New Jersey
-$42K -1,150 Closed
LWM
670
Liberty Wealth Management
California
-$41K -1,121 Closed
OSAM
671
O'Shaughnessy Asset Management
Connecticut
-$8K -230 Closed
GTAM
672
Global Trust Asset Management
Florida
-$8K -208 Closed
TRCT
673
Tower Research Capital (TRC)
New York
-$4K -100 Closed
FCM
674
Firestone Capital Management
Florida
-$2K -46 Closed
FCAS
675
First Command Advisory Services
Texas
+$5.37K +146 New

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.