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State Street SPDR Portfolio Developed World ex-US ETF

643 hedge funds and large institutions have $9.33B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 313 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 190

4% more funds holding in top 10

Funds holding in top 10: 9397 (+4)

1.17% more ownership

Funds ownership: 71.46%72.63% (+1.2%)

3% more capital invested

Capital invested by funds: $9.07B → $9.33B (+$265M)

2% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 55

1% less funds holding

Funds holding: 651643 (-8)

Holders
643
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.14%
Holding in Top 10
97
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.3%
% of All Funds
1.53%
New
56
Increased
313
Reduced
190
Closed
55
Calls
$919K
Puts
Net Calls
+$919K
Net Calls Change
-$344K
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
101
ProVise Management Group
Florida
$11.7M +$1.45M +41,747 +14%
UCFA
102
United Capital Financial Advisors
Texas
$11.7M +$90.2K +2,601 +0.8%
SFG
103
StrategIQ Financial Group
Indiana
$11.6M -$139 -4 -0%
SPA
104
Sentinel Pension Advisors
Massachusetts
$11.4M -$14.1M -404,980 -55%
Wells Fargo
105
Wells Fargo
California
$11.2M +$1,000K +28,807 +10%
LPT
106
Legacy Private Trust
Wisconsin
$11.1M +$151K +4,357 +1%
BFA
107
Brown Financial Advisory
Alabama
$11.1M +$332K +9,567 +3%
SFP
108
Strategic Financial Planning
Texas
$11M -$1.47M -42,270 -12%
SS
109
Simplicity Solutions
Minnesota
$10.9M +$11.1M +318,679 New
MWM
110
Merriman Wealth Management
Washington
$10.6M -$1.21M -34,844 -10%
LFG
111
Larson Financial Group
Missouri
$10.6M -$422K -12,165 -4%
GLA
112
Good Life Advisors
Pennsylvania
$10.6M +$768K +22,134 +8%
SC
113
Scotia Capital
Ontario, Canada
$10.4M -$1.7M -48,953 -14%
ICMP
114
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10.4M -$17.7K -511 -0.2%
MPM
115
MBB Public Markets
Illinois
$10.1M -$1.45M -41,800 -12%
VA
116
Valmark Advisers
Ohio
$10M +$429K +12,362 +4%
AWA
117
Aquire Wealth Advisors
Utah
$10M -$416K -11,988 -4%
BCM
118
Boltwood Capital Management
California
$9.99M +$1.45M +41,789 +17%
CC
119
Callan Capital
California
$9.99M +$8.82M +254,097 +680%
CGFA
120
Colton Groome Financial Advisors
North Carolina
$9.87M +$466K +13,443 +5%
IHWM
121
Iron Horse Wealth Management
Iowa
$9.87M +$1M +28,835 +11%
CAMV
122
Concord Asset Management (Virginia)
Virginia
$9.86M +$222K +6,398 +2%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.76M +$9.29M +267,853 +1,594%
GL
124
Graypoint LLC
New York
$9.46M -$16.6K -478 -0.2%
RA
125
Rodgers & Associates
Pennsylvania
$9.22M +$987K +28,451 +12%

SPDW Hedge Fund Activity: Q1 2022 in Review

643 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2022, worth a combined $9.33B — up 2.9% from $9.07B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPDW positions and 55 closed out — a net gain of 1 holder — while 313 added to existing stakes and 190 trimmed.

The largest buyer was Creative Planning, adding an estimated $164M. The largest seller was Stadion Money Management, cutting an estimated $61.2M.

  • 643 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2022, down from 651 in Q4 2021.
  • Funds reported $9.33B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2022, up 2.9% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2022 and 55 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2022 was Creative Planning, an estimated $164M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2022 was Stadion Money Management, an estimated $61.2M sold.

Based on aggregated 13F filings for Q1 2022.