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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$24.4M +$4.04M +127,682 +18%
BA
52
Bristlecone Advisors
Washington
$23M +$1M +31,731 +4%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$21.9M -$715K -22,574 -3%
SWM
54
SigFig Wealth Management
California
$21.6M -$234K -7,377 -1%
EDRIA
55
Edmonds Duncan Registered Investment Advisors
Kansas
$21.2M +$569K +17,965 +3%
RWM
56
Reston Wealth Management
Virginia
$21.2M +$48.8K +1,542 +0.2%
JFA
57
JNBA Financial Advisors
Minnesota
$21M -$421K -13,312 -2%
NEWAS
58
N.E.W. Advisory Services
Wisconsin
$20.6M +$7.27M +229,601 +47%
BC
59
Brio Consultants
California
$19.8M +$22.2M +699,803 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$19.8M +$5.79M +183,002 +36%
IA
61
IFP Advisors
Florida
$19.7M
SWP
62
Stratos Wealth Partners
Ohio
$19M -$3.08M -97,357 -13%
FU
63
Fairfield University
Connecticut
$18.8M +$406K +12,817 +2%
MAM
64
Meeder Asset Management
Ohio
$18.3M +$3.06M +96,694 +18%
MML Investors Services
65
MML Investors Services
Massachusetts
$18.2M +$5.08M +160,592 +34%
RI
66
Rinkey Investments
California
$17.1M +$526K +16,628 +3%
LSAG
67
Lake Street Advisors Group
New Hampshire
$16.9M +$117K +3,685 +0.6%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$16.8M +$4.62M +145,988 +33%
US Bancorp
69
US Bancorp
Minnesota
$16.7M +$5.31M +167,635 +41%
CWP
70
Concord Wealth Partners
Virginia
$16.6M -$1.22M -38,535 -6%
IWM
71
IHT Wealth Management
Illinois
$15.8M -$1.57M -49,728 -8%
CPO
72
Cerity Partners OCIO
New York
$15.8M +$4.65M +146,760 +37%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$15.7M -$2.64M -83,362 -13%
BHB
74
Bank Hapoalim BM
Israel
$15.6M
GF
75
Goodman Financial
Texas
$15.5M +$566K +17,877 +3%

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.