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State Street SPDR Portfolio Developed World ex-US ETF

737 hedge funds and large institutions have $12.8B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 271 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 37

13% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 271

7% more capital invested

Capital invested by funds: $12B → $12.8B (+$788M)

4% more funds holding

Funds holding: 710737 (+27)

0.29% more ownership

Funds ownership: 78.29%78.58% (+0.29%)

1% less funds holding in top 10

Funds holding in top 10: 107106 (-1)

Holders
737
Holders Change
+27
Holders Change %
+3.8%
% of All Funds
11.57%
Holding in Top 10
106
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.93%
% of All Funds
1.66%
New
71
Increased
305
Reduced
271
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
101
Plante Moran Financial Advisors
Michigan
$16.5M -$612K -18,740 -4%
TCFP
102
Treasure Coast Financial Planning
Florida
$15.7M +$497K +15,213 +3%
APWA
103
Atlas Private Wealth Advisors
New Jersey
$15.5M +$8.27M +253,360 +114%
SCA
104
Snowden Capital Advisors
New York
$15.3M +$6.28M +192,348 +70%
NA
105
NewEdge Advisors
Louisiana
$14.8M +$2.89M +88,414 +24%
LWMNY
106
Landmark Wealth Management (New York)
New York
$14.8M -$19.5K -596 -0.1%
Corient Private Wealth
107
Corient Private Wealth
Florida
$14.7M +$2.95M +90,506 +25%
GAG
108
GM Advisory Group
New York
$14.7M -$59.5K -1,824 -0.4%
DJSG
109
D.J. St. Germain
Massachusetts
$14.3M +$14.3M +438,865 New
GWM
110
Geneos Wealth Management
Colorado
$14.2M +$1.54M +47,248 +12%
JSL
111
JT Stratford LLC
Georgia
$14.2M +$3.31M +101,430 +30%
GLA
112
Good Life Advisors
Pennsylvania
$13.9M +$2.74M +84,032 +24%
AWA
113
ARQ Wealth Advisors
Arizona
$13.8M -$3.34M -102,327 -19%
EFL
114
ERn Financial LLC
Wisconsin
$13.7M +$17.9K +547 +0.1%
FA
115
Fiduciary Alliance
South Carolina
$13.5M +$334K +10,242 +3%
VA
116
Valmark Advisers
Ohio
$13.3M -$286K -8,762 -2%
AFP
117
Ausdal Financial Partners
Iowa
$13M +$589K +18,054 +5%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$12.7M +$104K +3,192 +0.8%
AI
119
Atria Investments
North Carolina
$12.5M -$8.43M -258,362 -40%
IHWM
120
Iron Horse Wealth Management
Iowa
$12.3M -$382K -11,703 -3%
PCA
121
Prosperity Capital Advisors
Ohio
$12M +$772K +23,658 +7%
WCFA
122
Walkner Condon Financial Advisors
Wisconsin
$11.7M -$373K -11,424 -3%
TF
123
TimeScale Financial
Massachusetts
$11.5M -$194K -5,939 -2%
GWAG
124
Garrett Wealth Advisory Group
Texas
$11.5M +$200K +6,130 +2%
SFG
125
StrategIQ Financial Group
Indiana
$11.4M +$79.1K +2,424 +0.7%

SPDW Hedge Fund Activity: Q2 2023 in Review

737 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2023, worth a combined $12.8B — up 6.6% from $12B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SPDW positions and 37 closed out — a net gain of 34 holders — while 305 added to existing stakes and 271 trimmed.

The largest buyer was State Street, adding an estimated $161M. The largest seller was Jane Street, cutting an estimated $151M.

  • 737 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2023, up from 710 in Q1 2023.
  • Funds reported $12.8B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2023, up 6.6% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2023 and 37 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2023 was State Street, an estimated $161M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2023 was Jane Street, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2023.