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State Street SPDR Portfolio Developed World ex-US ETF

644 hedge funds and large institutions have $8.04B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 291 increasing their positions, 208 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 208

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

0% more funds holding

Funds holding: 643644 (+1)

0.03% less ownership

Funds ownership: 72.63%72.6% (-0.03%)

11% less funds holding in top 10

Funds holding in top 10: 9786 (-11)

14% less capital invested

Capital invested by funds: $9.33B → $8.04B (-$1.29B)

Holders
644
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.85%
Holding in Top 10
86
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.34%
% of All Funds
1.45%
New
65
Increased
291
Reduced
208
Closed
56
Calls
$2.17M
Puts
Net Calls
+$2.17M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
101
Walkner Condon Financial Advisors
Wisconsin
$10.5M -$147K -4,644 -1%
BL
102
Balentine LLC
Georgia
$10.4M +$5.75M +181,691 +101%
WFA
103
Wipfli Financial Advisors
Wisconsin
$10.2M +$11.1M +352,162 New
MPM
104
MBB Public Markets
Illinois
$10.1M +$1.77M +55,898 +19%
SFG
105
StrategIQ Financial Group
Indiana
$10.1M +$298K +9,429 +3%
UCFA
106
United Capital Financial Advisors
Texas
$9.84M +$11.2K +353 +0.1%
AFP
107
Ausdal Financial Partners
Iowa
$9.8M +$5.71M +180,363 +113%
AWA
108
Aquire Wealth Advisors
Utah
$9.7M +$1.41M +44,436 +15%
SFP
109
Strategic Financial Planning
Texas
$9.57M +$353K +11,156 +3%
IHWM
110
Iron Horse Wealth Management
Iowa
$9.43M +$1.24M +39,161 +14%
Wells Fargo
111
Wells Fargo
California
$9.41M -$29.1K -919 -0.3%
SDWMA
112
Schneider Downs Wealth Management Advisors
Pennsylvania
$9.4M +$3.89M +122,821 +60%
PFA
113
Pure Financial Advisors
California
$9.31M -$6.49M -205,125 -39%
EFL
114
ERn Financial LLC
Wisconsin
$9.22M -$4.58M -144,669 -31%
FWI
115
Facet Wealth Inc
Maryland
$9.02M +$3.86M +122,026 +64%
BFA
116
Brown Financial Advisory
Alabama
$9.01M -$314K -9,931 -3%
OGF
117
Orin Green Financial
California
$8.86M +$4.63M +146,263 +88%
LFG
118
Larson Financial Group
Missouri
$8.72M -$205K -6,478 -2%
ICMP
119
Integrated Capital Management (Pennsylvania)
Pennsylvania
$8.63M -$86.7K -2,740 -0.9%
GLA
120
Good Life Advisors
Pennsylvania
$8.63M -$288K -9,094 -3%
SC
121
Scotia Capital
Ontario, Canada
$8.53M -$285K -9,007 -3%
LPT
122
Legacy Private Trust
Wisconsin
$8.38M -$1.03M -32,484 -10%
MWM
123
Merriman Wealth Management
Washington
$8.18M -$798K -25,201 -8%
RA
124
Rodgers & Associates
Pennsylvania
$8.17M +$456K +14,389 +5%
GWAG
125
Garrett Wealth Advisory Group
Texas
$8.13M +$3.42M +107,972 +62%

SPDW Hedge Fund Activity: Q2 2022 in Review

644 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2022, worth a combined $8.04B — down 14% from $9.33B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SPDW positions and 56 closed out — a net gain of 9 holders — while 291 added to existing stakes and 208 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $121M. The largest seller was Horizon Investments, cutting an estimated $112M.

  • 644 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2022, up from 643 in Q1 2022.
  • Funds reported $8.04B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 65 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2022 and 56 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $121M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2022 was Horizon Investments, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2022.