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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
AWAP
676
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$223K -6,508 Closed
VHAM
677
Van Hulzen Asset Management
California
-$221K -6,438 Closed
RIS
678
Retirement Income Solutions
Michigan
-$217K -6,339 Closed
CS
679
Cannell & Spears
New York
-$217K -6,332 Closed
MPM
680
Meritage Portfolio Management
Kansas
-$210K -6,114 Closed
MGIA
681
Moneta Group Investment Advisors
Missouri
-$206K -6,009 Closed
AWA
682
Alta Wealth Advisors
Massachusetts
-$206K -6,004 Closed
EW
683
Element Wealth
Mississippi
-$85K -2,483 Closed
FAG
684
Fortitude Advisory Group
Washington
-$83K -2,413 Closed
FFWM
685
Future Financial Wealth Management
Ohio
-$76K -2,211 Closed
PFS
686
Prospera Financial Services
Texas
-$61K -1,792 Closed
CAGAS
687
Capital Advisory Group Advisory Services
Minnesota
-$42K -1,225 Closed
BBHC
688
Brown Brothers Harriman & Co
New York
-$39K -1,152 Closed
IA
689
IFS Advisors
Kansas
-$38K -1,133 Closed
SL
690
Savior LLC
Massachusetts
-$21K -613 Closed
Fifth Third Bancorp
691
Fifth Third Bancorp
Ohio
-$10K -293 Closed
CA
692
Clearstead Advisors
Ohio
-$9K -274 Closed
SCA
693
Stonebridge Capital Advisors
Minnesota
-$8K -241 Closed
OFG
694
Oxford Financial Group
Indiana
-$6.08K -192 -96%
JGCM
695
Joseph Group Capital Management
Ohio
-$4K -113 Closed
SC
696
Siena Capital
Ohio
-$3K -101 Closed
EI
697
Ellevest Inc
New York
+$95 +3 New
UB
698
UMB Bank
Missouri
+$253 +8 New

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.