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State Street SPDR Portfolio Developed World ex-US ETF

532 hedge funds and large institutions have $6.93B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 224 increasing their positions, 169 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 22

33% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 169

20% more capital invested

Capital invested by funds: $5.8B → $6.93B (+$1.14B)

15% more funds holding in top 10

Funds holding in top 10: 5968 (+9)

9% more funds holding

Funds holding: 488532 (+44)

2.14% more ownership

Funds ownership: 63.31%65.45% (+2.1%)

Holders
532
Holders Change
+44
Holders Change %
+9.02%
% of All Funds
9.34%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
1.19%
New
69
Increased
224
Reduced
169
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
101
Raymond James Financial Services Advisors
Florida
$9.59M +$217K +6,183 +2%
AI
102
Atria Investments
North Carolina
$9.56M +$9.48M +270,509 New
SL
103
Systelligence LLC
Minnesota
$9.53M -$10.2M -291,253 -52%
GI
104
Gradient Investments
Minnesota
$9.5M -$8.08M -230,463 -46%
VA
105
Valmark Advisers
Ohio
$9.48M -$81.6K -2,327 -0.9%
SSWG
106
Seven Springs Wealth Group
Tennessee
$9.48M -$22.9K -653 -0.2%
NAS
107
Nicolet Advisory Services
Wisconsin
$9.35M -$1.11M -31,591 -11%
BL
108
Balentine LLC
Georgia
$8.86M -$10.7K -306 -0.1%
Wells Fargo
109
Wells Fargo
California
$8.59M +$254K +7,253 +3%
FI
110
FormulaFolio Investments
Michigan
$8.46M -$47.5M -1,355,122 -86%
APC
111
Aspire Private Capital
North Carolina
$8.38M -$1.64M -46,645 -16%
RA
112
Rodgers & Associates
Pennsylvania
$8.02M +$209K +5,952 +3%
GLA
113
Good Life Advisors
Pennsylvania
$8.02M +$251K +7,170 +3%
BCM
114
Boltwood Capital Management
California
$7.72M +$68.7K +1,960 +0.9%
AF
115
Advisornet Financial
Minnesota
$7.59M +$5.9M +168,400 +364%
TCM
116
Towercrest Capital Management
Pennsylvania
$7.52M -$865K -24,670 -10%
HighTower Advisors
117
HighTower Advisors
Illinois
$7.22M +$74.6K +2,127 +1%
CAM
118
Cresset Asset Management
Illinois
$7.13M +$8.76K +250 +0.1%
PAG
119
Pinnacle Advisory Group
Maryland
$6.91M +$1.42M +40,366 +26%
LFG
120
Larson Financial Group
Missouri
$6.89M +$553K +15,761 +9%
TNA
121
True North Advisors
Texas
$6.88M +$228K +6,493 +3%
IHWM
122
Iron Horse Wealth Management
Iowa
$6.75M +$254K +7,233 +4%
GRP
123
Global Retirement Partners
California
$6.63M +$1.07M +30,403 +19%
HWA
124
Heartwood Wealth Advisors
Virginia
$6.46M -$194K -5,541 -3%
FWI
125
Facet Wealth Inc
Maryland
$6.44M -$419K -11,948 -6%

SPDW Hedge Fund Activity: Q1 2021 in Review

532 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2021, worth a combined $6.93B — up 20% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SPDW positions and 22 closed out — a net gain of 47 holders — while 224 added to existing stakes and 169 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $148M. The largest seller was FormulaFolio Investments, cutting an estimated $47.5M.

  • 532 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2021, up from 488 in Q4 2020.
  • Funds reported $6.93B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2021 and 22 closed out, a net change of +47 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2021 was Horizon Investments, an estimated $148M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $47.5M sold.

Based on aggregated 13F filings for Q1 2021.