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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
SQA
151
Simon Quick Advisors
New Jersey
$6.07M +$6.39M +201,859 New
WI
152
WrapManager Inc
California
$6.07M -$151K -4,760 -2%
GCA
153
Gradient Capital Advisors
California
$5.77M +$338K +10,664 +6%
SPA
154
Sentinel Pension Advisors
Massachusetts
$5.75M -$4.24M -133,957 -40%
SS
155
Simplicity Solutions
Minnesota
$5.73M -$3.8M -120,130 -38%
VBFP
156
Valtinson Bruner Financial Planning
Minnesota
$5.69M +$430K +13,594 +7%
GC
157
Grimes & Company
Massachusetts
$5.66M -$39.4M -1,244,583 -86%
CAN
158
Cetera Advisor Networks
California
$5.6M +$1.9M +60,046 +45%
EF
159
Empowered Funds
Pennsylvania
$5.57M +$242K +7,635 +4%
PA
160
Probity Advisors
Texas
$5.56M +$127K +4,016 +2%
CAM
161
Cresset Asset Management
Illinois
$5.55M +$427K +13,486 +8%
SFS
162
Security Financial Services
Indiana
$5.54M +$2.36M +74,677 +64%
NAS
163
Nicolet Advisory Services
Wisconsin
$5.54M -$637K -20,118 -9%
CA
164
Continuum Advisory
Idaho
$5.46M +$450K +14,208 +8%
CWM
165
Congress Wealth Management
Massachusetts
$5.39M -$136K -4,302 -2%
SFI
166
SPC Financial Inc
Maryland
$5.23M +$289K +9,138 +5%
PFG
167
PAX Financial Group
Texas
$5.13M +$190K +5,997 +3%
RWI
168
Red Wave Investments
Pennsylvania
$4.92M +$425K +13,438 +9%
MA
169
Mutual Advisors
Nebraska
$4.88M +$1.44M +45,639 +37%
HT
170
Heritage Trust
Oklahoma
$4.88M +$5.36M +169,210 New
TFA
171
TPG Financial Advisors
Oregon
$4.88M +$77.7K +2,456 +1%
VAG
172
VisionPoint Advisory Group
Texas
$4.86M +$2.33M +73,755 +87%
KWM
173
Kingsview Wealth Management
Oregon
$4.83M +$70.4K +2,224 +1%
MWM
174
McNaughton Wealth Management
California
$4.82M +$97.5K +3,079 +2%
OWM
175
Opes Wealth Management
California
$4.79M +$329K +10,402 +7%

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.