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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
IHWM
126
Iron Horse Wealth Management
Iowa
$9.45M +$784K +21,319 +9%
CWM
127
Cornerstone Wealth Management
Missouri
$9.16M +$787K +21,389 +9%
BCM
128
Boltwood Capital Management
California
$9.11M +$592K +16,100 +7%
JFS
129
JD Financial Services
Pennsylvania
$9.09M +$116K +3,149 +1%
BL
130
Balentine LLC
Georgia
$9.07M +$368 +10 +0%
GIA
131
Gladstone Institutional Advisory
Florida
$8.78M +$903K +24,539 +11%
RA
132
Rodgers & Associates
Pennsylvania
$8.78M +$281K +7,641 +3%
5L
133
55I LLC
Massachusetts
$8.65M +$1.09M +29,525 +14%
LFAS
134
Level Four Advisory Services
Texas
$8.63M +$696K +18,921 +9%
DI
135
Diligent Investors
California
$8.17M +$1.54M +41,989 +23%
NAS
136
Nicolet Advisory Services
Wisconsin
$8.16M -$348K -9,471 -4%
PWP
137
Personal Wealth Partners
Minnesota
$8.03M +$126K +3,414 +2%
RC
138
Randolph Company
Ohio
$7.99M -$4.19M -114,046 -34%
AWM
139
Axxcess Wealth Management
California
$7.91M +$7.98M +216,839 New
FP
140
Fiduciary Planning
Florida
$7.84M +$753K +20,486 +11%
TCM
141
Towercrest Capital Management
Pennsylvania
$7.72M +$75.6K +2,055 +1%
TNA
142
True North Advisors
Texas
$7.71M +$103K +2,790 +1%
WI
143
WrapManager Inc
California
$7.66M +$28.5K +775 +0.4%
GCA
144
Gradient Capital Advisors
California
$7.64M +$619K +16,821 +9%
BOC
145
Bull Oak Capital
California
$7.59M +$7.66M +208,137 New
NC
146
NovaPoint Capital
Georgia
$7.59M +$270K +7,349 +4%
AG
147
Ascent Group
Virginia
$7.41M +$7.74M +210,431 New
UWM
148
USAdvisors Wealth Management
Minnesota
$7.33M +$676K +18,390 +10%
BIP
149
Blueprint Investment Partners
North Carolina
$7.14M -$1.28M -34,786 -15%
AF
150
Advisornet Financial
Minnesota
$7.14M +$155K +4,224 +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.