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State Street SPDR Portfolio Developed World ex-US ETF

559 hedge funds and large institutions have $7.69B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 274 increasing their positions, 155 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 24

77% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 155

15% more funds holding in top 10

Funds holding in top 10: 6878 (+10)

11% more capital invested

Capital invested by funds: $6.93B → $7.69B (+$755M)

5% more funds holding

Funds holding: 532559 (+27)

1.94% more ownership

Funds ownership: 65.45%67.39% (+1.9%)

Holders
559
Holders Change
+27
Holders Change %
+5.08%
% of All Funds
9.73%
Holding in Top 10
78
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.71%
% of All Funds
1.36%
New
58
Increased
274
Reduced
155
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OGF
151
Orin Green Financial
California
$5.9M +$672K +18,119 +13%
JMPWA
152
JP Morgan Private Wealth Advisors
California
$5.88M +$301K +8,111 +5%
SCA
153
Snowden Capital Advisors
New York
$5.85M +$1.78M +47,937 +43%
CA
154
Continuum Advisory
Idaho
$5.74M +$493K +13,286 +9%
MWM
155
McNaughton Wealth Management
California
$5.73M +$72.9K +1,966 +1%
MAM
156
Meeder Asset Management
Ohio
$5.67M +$745K +20,078 +15%
RWI
157
Red Wave Investments
Pennsylvania
$5.63M +$407K +10,972 +8%
NA
158
NewEdge Advisors
Louisiana
$5.61M -$5.33M -143,776 -49%
5L
159
55I LLC
Massachusetts
$5.57M +$2.12M +57,026 +60%
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$5.53M -$588K -15,845 -10%
SDWMA
161
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.49M +$308K +8,291 +6%
VBFP
162
Valtinson Bruner Financial Planning
Minnesota
$5.3M -$402K -10,838 -7%
TFA
163
Tranquilli Financial Advisor
New Jersey
$5.24M +$574K +15,484 +12%
PPWM
164
PFG Private Wealth Management
Florida
$5.16M +$4.19K +113 +0.1%
MHR
165
Matthew Hamilton Rosenberg
$5.12M +$10.9K +295 +0.2%
BCM
166
Beaumont Capital Management
Massachusetts
$5.1M -$235K -6,325 -4%
PFG
167
PAX Financial Group
Texas
$5.1M -$109K -2,950 -2%
MA
168
Mutual Advisors
Nebraska
$5.08M +$3.25M +87,558 +174%
NB
169
NBT Bank
New York
$4.94M -$152K -4,106 -3%
OWM
170
Opes Wealth Management
California
$4.91M -$56.8K -1,532 -1%
PIFP
171
Partners in Financial Planning
Virginia
$4.89M +$4.93M +132,800 New
ARC
172
Advisor Resource Council
Texas
$4.83M +$4.87M +131,273 New
KWM
173
Kingsview Wealth Management
Oregon
$4.81M +$158K +4,246 +3%
T
174
TRUADVICE
Florida
$4.79M +$125K +3,361 +3%
FPWM
175
FSB Premier Wealth Management
Iowa
$4.76M -$73.5K -1,980 -2%

SPDW Hedge Fund Activity: Q2 2021 in Review

559 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2021, worth a combined $7.69B — up 11% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPDW positions and 24 closed out — a net gain of 34 holders — while 274 added to existing stakes and 155 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $133M. The largest seller was AssetMark Inc, cutting an estimated $82.2M.

  • 559 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2021, up from 532 in Q1 2021.
  • Funds reported $7.69B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2021 and 24 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2021 was Financial Engines Advisors, an estimated $133M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2021 was AssetMark Inc, an estimated $82.2M sold.

Based on aggregated 13F filings for Q2 2021.