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State Street SPDR Portfolio Developed World ex-US ETF

691 hedge funds and large institutions have $10B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 270 increasing their positions, 232 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,815% more call options, than puts

Call options by funds: $1.95M | Put options by funds: $33K

227% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 37

32% more capital invested

Capital invested by funds: $7.6B → $10B (+$2.43B)

29% more funds holding in top 10

Funds holding in top 10: 79102 (+23)

16% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 232

11% more funds holding

Funds holding: 621691 (+70)

2.34% more ownership

Funds ownership: 74.99%77.33% (+2.3%)

Holders
691
Holders Change
+70
Holders Change %
+11.27%
% of All Funds
11.11%
Holding in Top 10
102
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.11%
% of All Funds
1.64%
New
121
Increased
270
Reduced
232
Closed
37
Calls
$1.95M
Puts
$33K
Net Calls
+$1.92M
Net Calls Change
+$290K
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
51
Gateway Wealth Partners
Wisconsin
$28.2M +$27.3M +949,959 New
BSWM
52
Boston Standard Wealth Management
Massachusetts
$28M +$962K +33,514 +4%
NEWAS
53
N.E.W. Advisory Services
Wisconsin
$26.9M +$3.28M +114,219 +14%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$26.1M +$1.63M +56,621 +7%
BP
55
Ballentine Partners
Massachusetts
$26M +$8.07M +281,104 +47%
SWP
56
Stratos Wealth Partners
Ohio
$25.3M +$4.97M +173,275 +26%
US Bancorp
57
US Bancorp
Minnesota
$24.8M +$4.05M +140,946 +20%
RWM
58
Reston Wealth Management
Virginia
$24.5M +$1.67M +58,285 +8%
FSG
59
Financial Strategies Group
Michigan
$24.4M -$1.56M -54,334 -6%
MAS
60
Meeder Advisory Services
Ohio
$23.9M +$23.1M +804,537 New
IA
61
IFP Advisors
Florida
$22.9M +$1.04M +36,170 +4%
EDRIA
62
Edmonds Duncan Registered Investment Advisors
Kansas
$22.9M -$51.4K -1,792 -0.2%
RI
63
Rinkey Investments
California
$22.8M +$257K +8,939 +1%
BA
64
Bristlecone Advisors
Washington
$22.6M +$192K +6,690 +0.9%
SWM
65
SigFig Wealth Management
California
$20.7M -$1.25M -43,610 -7%
JFA
66
JNBA Financial Advisors
Minnesota
$19.6M -$873K -30,417 -4%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$19.6M +$3.61M +125,643 +23%
BC
68
Brio Consultants
California
$19.6M +$1.17M +40,719 +7%
FU
69
Fairfield University
Connecticut
$19.5M +$214K +7,471 +1%
HighTower Advisors
70
HighTower Advisors
Illinois
$19.2M +$1.38M +47,957 +8%
GF
71
Goodman Financial
Texas
$18.9M +$308K +10,734 +2%
IWM
72
IHT Wealth Management
Illinois
$18.7M -$233K -8,122 -1%
AWM
73
AE Wealth Management
Kansas
$18.3M +$5.58M +194,581 +46%
SDWMA
74
Schneider Downs Wealth Management Advisors
Pennsylvania
$18.1M +$9.44M +328,961 +118%
PFA
75
Pure Financial Advisors
California
$18M +$736K +25,639 +4%

SPDW Hedge Fund Activity: Q4 2022 in Review

691 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q4 2022, worth a combined $10B — up 32% from $7.6B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new SPDW positions and 37 closed out — a net gain of 84 holders — while 270 added to existing stakes and 232 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $273M. The largest seller was Aptus Capital Advisors, cutting an estimated $105M.

  • 691 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q4 2022, up from 621 in Q3 2022.
  • Funds reported $10B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 121 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q4 2022 and 37 closed out, a net change of +84 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $273M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q4 2022 was Aptus Capital Advisors, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2022.