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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
JFA
76
JNBA Financial Advisors
Minnesota
$23M +$1.11M +34,070 +5%
GLA
77
Great Lakes Advisors
Illinois
$22.8M -$373K -11,441 -2%
BC
78
Brio Consultants
California
$22.7M +$375K +11,476 +2%
FU
79
Fairfield University
Connecticut
$21.8M +$389K +11,929 +2%
GF
80
Goodman Financial
Texas
$21.6M +$472K +14,465 +2%
OIA
81
OneDigital Investment Advisors
Kansas
$21.4M +$6.59M +201,866 +44%
HighTower Advisors
82
HighTower Advisors
Illinois
$21.3M +$851K +26,071 +4%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$20.6M -$1.97M -60,243 -9%
GRP
84
Global Retirement Partners
California
$20.2M +$338K +10,363 +2%
Wells Fargo
85
Wells Fargo
California
$20M +$2.83M +86,571 +16%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$19.9M +$2.03M +62,260 +11%
IA
87
IFP Advisors
Florida
$19.3M +$729K +22,338 +4%
PMG
88
ProVise Management Group
Florida
$19.2M -$124K -3,787 -0.6%
PFA
89
Pure Financial Advisors
California
$19.1M -$257K -7,884 -1%
FFM
90
Flagstone Financial Management
Nebraska
$18.9M +$658K +20,156 +4%
SFP
91
Strategic Financial Partners
Oregon
$18.8M +$6.92M +211,998 +58%
SWM
92
SigFig Wealth Management
California
$18.6M -$930K -28,480 -5%
PG
93
Proffitt & Goodson
Tennessee
$18.6M -$154K -4,707 -0.8%
LSAG
94
Lake Street Advisors Group
New Hampshire
$18.4M -$287K -8,799 -2%
Cerity Partners
95
Cerity Partners
New York
$18.2M +$16.4M +502,151 +857%
TC
96
Trilogy Capital
California
$17.1M -$8.02M -245,694 -32%
LFPWM
97
Leicht Financial Planning & Wealth Management
New Jersey
$17.1M -$567K -17,364 -3%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$17M +$6.73M +206,228 +65%
B
99
Bridgeworth
Alabama
$16.7M -$188K -5,761 -1%
GL
100
Graypoint LLC
New York
$16.6M +$12M +367,901 +261%

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.