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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
AF
151
Advisornet Financial
Minnesota
$6.92M +$211K +6,085 +3%
KAM
152
Knightsbridge Asset Management
California
$6.89M +$1.48M +42,596 +27%
UWM
153
USAdvisors Wealth Management
Minnesota
$6.87M -$12.5K -360 -0.2%
NC
154
NovaPoint Capital
Georgia
$6.87M -$270K -7,785 -4%
FZCM
155
Flynn Zito Capital Management
New York
$6.75M +$1.52M +43,872 +29%
TFA
156
Tranquilli Financial Advisor
New Jersey
$6.74M +$1.17M +33,631 +21%
CA
157
CGN Advisors
Kansas
$6.65M +$211K +6,083 +3%
CWM
158
Congress Wealth Management
Massachusetts
$6.55M -$3.11M -89,612 -32%
FWI
159
Facet Wealth Inc
Maryland
$6.54M -$17.4M -502,864 -72%
GCA
160
Gradient Capital Advisors
California
$6.49M -$704K -20,302 -10%
PA
161
Probity Advisors
Texas
$6.47M +$56K +1,614 +0.9%
OPS
162
Orion Portfolio Solutions
Nebraska
$6.37M -$345K -9,953 -5%
EF
163
Empowered Funds
Pennsylvania
$6.36M +$1.89M +54,538 +42%
KAS
164
Kestra Advisory Services
Texas
$6.34M +$1.5M +43,240 +31%
CW
165
CreativeOne Wealth
Kansas
$6.34M +$1.49M +43,014 +30%
BL
166
Balentine LLC
Georgia
$6.18M -$2.37M -68,399 -28%
VBFP
167
Valtinson Bruner Financial Planning
Minnesota
$6.15M +$596K +17,180 +10%
CAM
168
Cresset Asset Management
Illinois
$6.13M +$69.2K +1,995 +1%
AWA
169
Arete Wealth Advisors
Illinois
$6.04M +$238K +6,859 +4%
AWS
170
Atria Wealth Solutions
New York
$6.01M +$6.08M +175,304 New
GWAG
171
Garrett Wealth Advisory Group
Texas
$5.97M -$5.69M -164,050 -49%
SFI
172
SPC Financial Inc
Maryland
$5.9M -$95.6K -2,754 -2%
PFG
173
PAX Financial Group
Texas
$5.89M +$300K +8,659 +5%
WMS
174
Wealth Management Solutions
Pennsylvania
$5.89M -$734K -21,169 -11%
FWM
175
Foresight Wealth Management
Utah
$5.79M +$56.7K +1,634 +1%

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.