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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
Jane Street
51
Jane Street
New York
$32.3M -$151M -4,632,657 -82%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$32M +$894K +27,392 +3%
CC
53
Callan Capital
California
$31.8M -$371K -11,380 -1%
IWM
54
IHT Wealth Management
Illinois
$30.6M +$1.6M +49,018 +5%
IWP
55
IAG Wealth Partners
Wisconsin
$30.1M -$102K -3,135 -0.3%
BSWM
56
Boston Standard Wealth Management
Massachusetts
$30.1M +$807K +24,718 +3%
BA
57
Bristlecone Advisors
Washington
$30M -$414K -12,689 -1%
SWP
58
Stratos Wealth Partners
Ohio
$29.7M +$3.6M +110,414 +14%
BP
59
Ballentine Partners
Massachusetts
$29.6M +$296K +9,070 +1%
RI
60
Rinkey Investments
California
$28.7M +$2.47M +75,537 +9%
NEWAS
61
N.E.W. Advisory Services
Wisconsin
$28.7M -$330K -10,118 -1%
BCM
62
Brookstone Capital Management
Illinois
$27.8M +$587K +17,995 +2%
RWM
63
Reston Wealth Management
Virginia
$27.4M +$484K +14,834 +2%
WAOI
64
Wealth Advisors of Iowa
Iowa
$27.3M +$7.33M +224,605 +37%
GWP
65
Gateway Wealth Partners
Wisconsin
$26.7M -$1.19M -36,449 -4%
SDWMA
66
Schneider Downs Wealth Management Advisors
Pennsylvania
$26.7M +$5.42M +166,196 +25%
EDRIA
67
Edmonds Duncan Registered Investment Advisors
Kansas
$25.8M +$627K +19,205 +2%
MAS
68
Meeder Advisory Services
Ohio
$25.6M -$963K -29,519 -4%
MWM
69
Moran Wealth Management
Florida
$25.4M +$1.99M +60,854 +8%
BIP
70
Blueprint Investment Partners
North Carolina
$24.4M +$1.92M +58,965 +9%
CAN
71
Cetera Advisor Networks
California
$24.1M -$65 -2 -0%
US Bancorp
72
US Bancorp
Minnesota
$23.9M -$1.11M -34,043 -4%
AI
73
Auour Investments
Massachusetts
$23.7M +$23.8M +729,620 New
AWM
74
AE Wealth Management
Kansas
$23.7M +$945K +28,954 +4%
IWC
75
Integrated Wealth Concepts
Massachusetts
$23.6M +$6.8M +208,343 +40%

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.