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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
MPM
101
MBB Public Markets
Illinois
$12.3M +$12.4M +336,365 New
AA
102
Aire Advisors
California
$12.3M +$12.4M +336,139 New
WCA
103
Windsor Creek Advisors
Vermont
$12.3M +$1.82M +49,400 +17%
LFG
104
Larson Financial Group
Missouri
$11.7M +$1.76M +47,715 +17%
GVAG
105
Great Valley Advisor Group
Delaware
$11.6M +$8.03M +218,379 +217%
LPT
106
Legacy Private Trust
Wisconsin
$11.6M -$119K -3,244 -1%
CA
107
CSM Advisors
Pennsylvania
$11.5M -$73.6K -2,000 -0.6%
PFA
108
Pure Financial Advisors
California
$11.5M -$118K -3,208 -1%
IA
109
IFS Advisors
Kansas
$11.4M -$2.29M -62,273 -17%
MAM
110
Meeder Asset Management
Ohio
$11.4M +$4.89M +132,913 +74%
BFA
111
Brown Financial Advisory
Alabama
$11.4M -$227K -6,159 -2%
NRA
112
NSI Retail Advisors
Pennsylvania
$11.3M -$73.6K -2,000 -0.6%
AWA
113
Aquire Wealth Advisors
Utah
$11.1M +$11.2M +303,805 New
ICMP
114
Integrated Capital Management (Pennsylvania)
Pennsylvania
$11M +$171K +4,655 +2%
PMG
115
ProVise Management Group
Florida
$11M +$3.83M +104,172 +53%
Wells Fargo
116
Wells Fargo
California
$10.9M +$658K +17,897 +6%
LWAC
117
Laurel Wealth Advisors (California)
California
$10.8M +$10.8M +294,765 New
US Bancorp
118
US Bancorp
Minnesota
$10.7M +$3.21M +87,212 +42%
GLA
119
Good Life Advisors
Pennsylvania
$10.4M +$612K +16,634 +6%
CAMV
120
Concord Asset Management (Virginia)
Virginia
$10.3M +$10.3M +281,344 New
CWM
121
Congress Wealth Management
Massachusetts
$10.2M +$10.3M +280,667 New
VA
122
Valmark Advisers
Ohio
$10.2M +$1.01M +27,339 +11%
GL
123
Graypoint LLC
New York
$10.1M -$3.24M -88,112 -24%
CGFA
124
Colton Groome Financial Advisors
North Carolina
$10M +$716K +19,459 +8%
SSWG
125
Seven Springs Wealth Group
Tennessee
$9.73M -$19.7K -536 -0.2%

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.