We are live on ! Find out more
SPDW icon

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
FP
126
Fiduciary Planning
Florida
$9.14M +$1.79M +51,651 +24%
SSWG
127
Seven Springs Wealth Group
Tennessee
$9.14M
PMFA
128
Plante Moran Financial Advisors
Michigan
$8.89M +$8.15M +234,976 +963%
TNA
129
True North Advisors
Texas
$8.77M +$1.55M +44,619 +21%
5L
130
55I LLC
Massachusetts
$8.56M +$436K +12,575 +5%
FHA
131
Flagship Harbor Advisors
Massachusetts
$8.5M +$4.25M +122,429 +98%
GIA
132
Gladstone Institutional Advisory
Florida
$8.4M +$158K +4,563 +2%
DI
133
Diligent Investors
California
$8.4M +$734K +21,141 +9%
PWP
134
Personal Wealth Partners
Minnesota
$8.32M +$791K +22,806 +10%
GWM
135
Geneos Wealth Management
Colorado
$7.84M +$1.85M +53,185 +30%
CWM
136
Cornerstone Wealth Management
Missouri
$7.76M -$865K -24,916 -10%
LFAS
137
Level Four Advisory Services
Texas
$7.69M -$423K -12,191 -5%
SCA
138
Snowden Capital Advisors
New York
$7.68M +$1.17M +33,789 +18%
TCM
139
Towercrest Capital Management
Pennsylvania
$7.44M +$187K +5,400 +3%
AWM
140
Axxcess Wealth Management
California
$7.41M -$18.7K -540 -0.2%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$7.4M +$4.24M +122,271 +131%
WI
142
WrapManager Inc
California
$7.37M +$184K +5,289 +3%
HFS
143
Horizon Financial Services
North Carolina
$7.26M +$821K +23,669 +13%
NAS
144
Nicolet Advisory Services
Wisconsin
$7.2M -$387K -11,163 -5%
IWMA
145
Ironwood Wealth Management (Arizona)
Arizona
$7.19M +$3.68M +106,184 +102%
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$7.11M +$494K +14,236 +7%
AG
147
Ascent Group
Virginia
$7.1M -$118K -3,401 -2%
SFM
148
Signet Financial Management
New Jersey
$7.06M +$407K +11,716 +6%
BOC
149
Bull Oak Capital
California
$6.97M -$164K -4,734 -2%
SDWMA
150
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.97M +$1.08M +31,118 +18%

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.