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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
Ameriprise
51
Ameriprise
Minnesota
$28M +$109K +2,967 +0.4%
SPA
52
Sentinel Pension Advisors
Massachusetts
$26.9M +$651K +17,698 +2%
RWM
53
Reston Wealth Management
Virginia
$26.6M +$525K +14,268 +2%
SFP
54
Strategic Financial Partners
Oregon
$26.3M +$4.91M +133,438 +23%
FSG
55
Financial Strategies Group
Michigan
$26.2M +$1.58M +43,057 +6%
JFA
56
JNBA Financial Advisors
Minnesota
$25.7M +$641K +17,418 +3%
FWI
57
Facet Wealth Inc
Maryland
$25.3M +$19.4M +527,001 +316%
EDRIA
58
Edmonds Duncan Registered Investment Advisors
Kansas
$25M +$1.33M +36,106 +5%
AI
59
Atria Investments
North Carolina
$23.9M +$12M +327,306 +100%
SWM
60
SigFig Wealth Management
California
$23.7M +$721K +19,611 +3%
NEWAS
61
N.E.W. Advisory Services
Wisconsin
$23.5M +$1.38M +37,511 +6%
IA
62
IFP Advisors
Florida
$23.4M +$1.14M +30,974 +5%
FU
63
Fairfield University
Connecticut
$23.3M +$23.4M +637,493 New
VCM
64
Vivaldi Capital Management
Illinois
$22.6M -$18.1K -492 -0.1%
CWP
65
Concord Wealth Partners
Virginia
$22.3M +$6.46M +175,624 +40%
LSAG
66
Lake Street Advisors Group
New Hampshire
$21.2M +$911K +24,761 +4%
BP
67
Ballentine Partners
Massachusetts
$20.3M +$1.31M +35,636 +7%
IWM
68
IHT Wealth Management
Illinois
$20.2M +$1.37M +37,153 +7%
BHB
69
Bank Hapoalim BM
Israel
$19.8M -$14.8M -403,000 -43%
GF
70
Goodman Financial
Texas
$18.8M +$552K +15,014 +3%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$18.7M +$8.77M +238,370 +87%
FWM
72
Frontier Wealth Management
Missouri
$18.2M +$405K +11,023 +2%
HighTower Advisors
73
HighTower Advisors
Illinois
$17.8M +$8.18M +222,447 +84%
EH
74
Equitable Holdings
New York
$17.3M +$2.77M +75,190 +19%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$17.3M +$17.4M +473,749 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.