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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
EWM
651
Evermay Wealth Management
Virginia
$175K
VWM
652
Valley Wealth Managers
New Jersey
$164K -$1.63K -50 -1%
CIA
653
Cape Investment Advisory
Georgia
$164K +$123K +3,759 +294%
WBCM
654
Wilson & Boucher Capital Management
California
$153K +$153K +4,700 New
SF
655
Safeguard Financial
Wisconsin
$152K +$153K +4,684 New
IPW
656
Impact Partnership Wealth
Georgia
$146K +$146K +4,473 New
NIC
657
Northwest Investment Counselors
Oregon
$145K +$146K +4,463 New
SPIA
658
Steward Partners Investment Advisory
New York
$139K -$261 -8 -0.2%
RIA
659
Realta Investment Advisors
Delaware
$138K +$138K +4,241 New
Deutsche Bank
660
Deutsche Bank
Germany
$132K
SWM
661
Sanctuary Wealth Management
Idaho
$132K +$132K +4,044 New
AIA
662
Arcadia Investment Advisors
Idaho
$124K -$30.2K -925 -20%
VAG
663
VisionPoint Advisory Group
Texas
$106K -$248K -7,587 -70%
HS
664
Horan Securities
United States
$97.8K +$9.73K +298 +11%
CMP
665
Coston McIsaac & Partners
Maine
$91K
WIM
666
Westside Investment Management
California
$90.9K
PP
667
PrairieView Partners
Minnesota
$86K -$13.1K -400 -13%
Citigroup
668
Citigroup
New York
$79.9K +$1.96K +60 +3%
BCM
669
Bourgeon Capital Management
Connecticut
$78.3K
GBT
670
Grove Bank & Trust
Florida
$77.6K
BC
671
Bartlett & Co
Ohio
$77K
BCWM
672
Bartlett & Co Wealth Management
Ohio
$76.5K
TFGT
673
TS Financial Group (TSFG)
Illinois
$76K -$3.07K -94 -4%
CFGS
674
Concourse Financial Group Securities
Alabama
$75.8K +$23.1K +707 +44%
AWM
675
Abound Wealth Management
Tennessee
$73.6K -$16K -490 -18%

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.