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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
TFA
651
Tobias Financial Advisors
Florida
-$1.66M -45,473 Closed
FMN
652
Financial Management Network
California
-$1.41M -38,308 Closed
BFA
653
Beaumont Financial Advisors
Massachusetts
-$1.21M -33,223 Closed
SFS
654
Sowell Financial Services
Arkansas
-$1.1M -30,263 Closed
Baird Financial Group
655
Baird Financial Group
Wisconsin
-$717K -19,666 Closed
FS
656
Ferguson Shapiro
Georgia
-$691K -18,947 Closed
TI
657
Trexquant Investment
Connecticut
-$605K -16,585 Closed
CTC
658
Central Trust Company
Missouri
-$591K -16,201 Closed
ARIS
659
Advanced Research Investment Solutions
California
-$555K -15,236 Closed
CCFM
660
Clear Creek Financial Management
Washington
-$446K -12,220 Closed
PCS
661
Personal CFO Solutions
New Jersey
-$438K -11,994 Closed
FAIM
662
Financial Advocates Investment Management
Washington
-$416K -11,408 Closed
CWMGP
663
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$309K -8,475 Closed
TFA
664
Triad Financial Advisors
North Carolina
-$297K -8,142 Closed
PG
665
Prostatis Group
Maryland
-$290K -7,950 Closed
GSWM
666
Golden State Wealth Management
California
-$287K -7,868 Closed
FW
667
FirstPurpose Wealth
Utah
-$275K -7,526 Closed
AAS
668
Avantax Advisory Services
Texas
-$269K -7,378 Closed
Principal Financial Group
669
Principal Financial Group
Iowa
-$254K -6,952 Closed
HSA
670
HBK Sorce Advisory
Pennsylvania
-$249K -6,827 Closed
AP
671
Appleton Partners
Massachusetts
-$241K -6,611 Closed
TWP
672
TFO Wealth Partners
Ohio
-$225K -6,212 Closed
BC
673
Brio Consultants
California
-$222K -6,082 Closed
MCIA
674
Mountain Capital Investment Advisors
Colorado
-$217K -5,954 Closed
HFA
675
High Falls Advisors
New York
-$211K -5,780 Closed

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.