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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
RI
76
Rinkey Investments
California
$16.9M +$16.9M +458,611 New
Truist Financial
77
Truist Financial
North Carolina
$16M -$1.19M -32,393 -7%
AWM
78
AE Wealth Management
Kansas
$15.5M +$6.67M +181,381 +75%
TCFP
79
Treasure Coast Financial Planning
Florida
$15.1M +$15.2M +412,959 New
EFL
80
ERn Financial LLC
Wisconsin
$14.8M +$1.34M +36,316 +10%
AWA
81
ARQ Wealth Advisors
Arizona
$14.8M -$1.67M -45,354 -10%
MCC
82
Money Concepts Capital
Florida
$14.8M +$14.9M +404,464 New
FAG
83
Financial Advisory Group
Texas
$14.2M +$14.4M +390,606 New
DJSG
84
D.J. St. Germain
Massachusetts
$14M +$5.91M +160,614 +72%
CPO
85
Cerity Partners OCIO
New York
$13.9M +$251K +6,817 +2%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$13.3M -$389K -10,589 -3%
SFP
87
Strategic Financial Planning
Texas
$13.2M -$436K -11,864 -3%
SC
88
Scotia Capital
Ontario, Canada
$12.9M +$469K +12,749 +4%
PG
89
Proffitt & Goodson
Tennessee
$12.9M +$44K +1,197 +0.3%
Mariner
90
Mariner
Kansas
$12.8M +$108K +2,945 +0.8%
SWP
91
Stratos Wealth Partners
Ohio
$12.8M +$4.54M +123,456 +54%
MML Investors Services
92
MML Investors Services
Massachusetts
$12.7M +$1.39M +37,663 +12%
MWM
93
Merriman Wealth Management
Washington
$12.5M -$667K -18,130 -5%
LFPWM
94
Leicht Financial Planning & Wealth Management
New Jersey
$12.5M +$289K +7,851 +2%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$12.5M +$1.43M +38,902 +13%
APC
96
Aspire Private Capital
North Carolina
$12.4M +$1.8M +48,945 +17%
SFG
97
StrategIQ Financial Group
Indiana
$12.4M +$32K +869 +0.3%
UCFA
98
United Capital Financial Advisors
Texas
$12.3M -$76.8K -2,087 -0.6%
GWAG
99
Garrett Wealth Advisory Group
Texas
$12.3M +$10.6M +287,323 +566%
SL
100
Systelligence LLC
Minnesota
$12.3M +$114K +3,090 +0.9%

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.