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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
GWM
126
Geneos Wealth Management
Colorado
$7.92M +$1.44M +45,403 +20%
CAMV
127
Concord Asset Management (Virginia)
Virginia
$7.87M -$466K -14,709 -5%
AWM
128
Axxcess Wealth Management
California
$7.86M +$1.78M +56,201 +26%
BCM
129
Boltwood Capital Management
California
$7.81M -$655K -20,704 -7%
SSWG
130
Seven Springs Wealth Group
Tennessee
$7.69M
VA
131
Valmark Advisers
Ohio
$7.62M -$893K -28,196 -10%
GL
132
Graypoint LLC
New York
$7.61M -$383K -12,102 -4%
JIC
133
JRM Investment Counsel
Nebraska
$7.61M -$6.29M -198,705 -43%
PMFA
134
Plante Moran Financial Advisors
Michigan
$7.32M -$180K -5,679 -2%
TNA
135
True North Advisors
Texas
$7.21M -$187K -5,895 -2%
DI
136
Diligent Investors
California
$7.13M +$69.3K +2,189 +0.9%
CWM
137
Cornerstone Wealth Management
Missouri
$7.03M +$553K +17,481 +8%
GIA
138
Gladstone Institutional Advisory
Florida
$6.93M -$157K -4,944 -2%
SCA
139
Snowden Capital Advisors
New York
$6.8M +$367K +11,590 +5%
LFAS
140
Level Four Advisory Services
Texas
$6.75M +$302K +9,542 +4%
CI
141
CX Institutional
Indiana
$6.67M +$7.32M +231,381 New
SFS
142
Sowell Financial Services
Arkansas
$6.62M +$4.26M +134,618 New
AG
143
Ascent Group
Virginia
$6.61M +$329K +10,397 +5%
AF
144
Advisornet Financial
Minnesota
$6.55M +$797K +25,183 +12%
TCM
145
Towercrest Capital Management
Pennsylvania
$6.33M +$75.1K +2,372 +1%
OPS
146
Orion Portfolio Solutions
Nebraska
$6.28M +$1.02M +32,102 +17%
HFS
147
Horizon Financial Services
North Carolina
$6.25M +$158K +4,986 +2%
CA
148
CGN Advisors
Kansas
$6.2M +$669K +21,140 +11%
UWM
149
USAdvisors Wealth Management
Minnesota
$6.15M +$409K +12,926 +6%
SFM
150
Signet Financial Management
New Jersey
$6.08M +$151K +4,768 +2%

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.