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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
OPS
151
Orion Portfolio Solutions
Nebraska
$7.14M +$2.83M +76,884 +65%
SFM
152
Signet Financial Management
New Jersey
$7.08M +$311K +8,450 +5%
Koshinski Asset Management
153
Koshinski Asset Management
Illinois
$7.05M +$365K +9,928 +5%
WMS
154
Wealth Management Solutions
Pennsylvania
$7.04M +$7.1M +192,962 New
SCA
155
Snowden Capital Advisors
New York
$6.94M +$720K +19,562 +11%
HFS
156
Horizon Financial Services
North Carolina
$6.86M +$1.22M +33,282 +21%
CA
157
CGN Advisors
Kansas
$6.85M +$913K +24,814 +15%
PA
158
Probity Advisors
Texas
$6.83M +$73.6K +2,002 +1%
CAM
159
Cresset Asset Management
Illinois
$6.45M +$22.1K +602 +0.3%
GWM
160
Geneos Wealth Management
Colorado
$6.41M +$1.43M +38,773 +28%
SFI
161
SPC Financial Inc
Maryland
$6.38M +$901K +24,493 +16%
SDWMA
162
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.28M +$659K +17,926 +12%
SW
163
Simplicity Wealth
New Jersey
$6.24M +$6.29M +170,931 New
AWA
164
Arete Wealth Advisors
Illinois
$6.2M -$340K -9,256 -5%
FWM
165
Foresight Wealth Management
Utah
$6.11M +$89.6K +2,437 +1%
JIC
166
JRM Investment Counsel
Nebraska
$6.08M +$1.02M +27,617 +20%
VBFP
167
Valtinson Bruner Financial Planning
Minnesota
$6.07M +$590K +16,043 +11%
CA
168
Continuum Advisory
Idaho
$6.04M +$217K +5,889 +4%
Prudential Financial
169
Prudential Financial
New Jersey
$5.98M +$4.96M +134,862 +587%
KWM
170
Kingsview Wealth Management
Oregon
$5.97M +$644K +17,515 +12%
CAL
171
Capital Analysts LLC
Pennsylvania
$5.96M +$1.55M +42,236 +35%
PFG
172
PAX Financial Group
Texas
$5.95M +$391K +10,644 +7%
TFA
173
Tranquilli Financial Advisor
New Jersey
$5.95M -$109K -2,967 -2%
OGF
174
Orin Green Financial
California
$5.9M +$91.4K +2,484 +2%
MA
175
Mutual Advisors
Nebraska
$5.9M -$2M -54,314 -25%

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.