State Street SPDR Portfolio Developed World ex-US ETF
SPDW
488 hedge funds and large institutions have $5.8B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 198 increasing their positions, 145 reducing their positions, and 23 closing their positions.
335% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 23
37% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 145
17% more funds holding
Funds holding: 416 → 488 (+72)
14% more capital invested
Capital invested by funds: $5.09B → $5.8B (+$710M)
7% more funds holding in top 10
Funds holding in top 10: 55 → 59 (+4)
0.53% less ownership
Funds ownership: 63.84% → 63.31% (-0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$134M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$110M |
| 3 |
State Street
Boston,
Massachusetts
|
+$63.9M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$48.6M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$237M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$130M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$74.7M |
| 4 |
AssetMark Inc
Concord,
California
|
-$57.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$31.3M |
SPDW Hedge Fund Activity: Q4 2020 in Review
488 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q4 2020, worth a combined $5.8B — up 14% from $5.09B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new SPDW positions and 23 closed out — a net gain of 77 holders — while 198 added to existing stakes and 145 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $134M. The largest seller was Horizon Investments, exiting entirely with an estimated $237M sold.
- 488 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q4 2020, up from 416 in Q3 2020.
- Funds reported $5.8B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q4 2020, up 14% quarter-over-quarter.
- 100 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q4 2020 and 23 closed out, a net change of +77 holders.
- The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $134M added.
- The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q4 2020 was Horizon Investments, an estimated $237M sold.
Based on aggregated 13F filings for Q4 2020.