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State Street SPDR Portfolio Developed World ex-US ETF

737 hedge funds and large institutions have $12.8B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 271 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 37

13% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 271

7% more capital invested

Capital invested by funds: $12B → $12.8B (+$788M)

4% more funds holding

Funds holding: 710737 (+27)

0.29% more ownership

Funds ownership: 78.29%78.58% (+0.29%)

1% less funds holding in top 10

Funds holding in top 10: 107106 (-1)

Holders
737
Holders Change
+27
Holders Change %
+3.8%
% of All Funds
11.57%
Holding in Top 10
106
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.93%
% of All Funds
1.66%
New
71
Increased
305
Reduced
271
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Advisornet Financial
Minnesota
$8.41M -$134K -4,109 -2%
JFG
152
JDM Financial Group
Texas
$8.29M -$90.6K -2,775 -1%
APC
153
Aspire Private Capital
North Carolina
$8.29M -$5.19M -158,868 -38%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$8.2M +$2.77M +84,786 +51%
MFG
155
Merit Financial Group
Georgia
$8.18M +$5.05M +154,848 +161%
DI
156
Diligent Investors
California
$8.11M -$7.41K -227 -0.1%
KWM
157
Kingsview Wealth Management
Oregon
$7.9M +$272K +8,330 +4%
SSWG
158
Seven Springs Wealth Group
Tennessee
$7.73M -$261K -7,985 -3%
PIFP
159
Partners in Financial Planning
Virginia
$7.71M +$37.9K +1,160 +0.5%
MPM
160
MBB Public Markets
Illinois
$7.67M -$766K -23,471 -9%
APA
161
Astoria Portfolio Advisors
New York
$7.65M +$1.02M +31,176 +16%
CG
162
Colony Group
Massachusetts
$7.53M +$1.45M +44,416 +24%
CA
163
CGN Advisors
Kansas
$7.45M -$51.4K -1,576 -0.7%
BL
164
Balentine LLC
Georgia
$7.37M -$50.9K -1,559 -0.7%
UCFA
165
United Capital Financial Advisors
Texas
$7.35M -$626K -19,193 -8%
AA
166
Aire Advisors
California
$7.23M -$837K -25,642 -10%
RA
167
RFG Advisory
Alabama
$7.18M -$350K -10,731 -5%
SC
168
Scotia Capital
Ontario, Canada
$7.16M -$935K -28,652 -12%
BHB
169
Bank Hapoalim BM
Israel
$7.13M
TCM
170
Towercrest Capital Management
Pennsylvania
$7.08M -$182K -5,578 -2%
MAWA
171
Moss Adams Wealth Advisors
Washington
$7.05M -$641K -19,644 -8%
SFI
172
SPC Financial Inc
Maryland
$7.03M +$513K +15,708 +8%
FWI
173
Facet Wealth Inc
Maryland
$7.01M +$133K +4,087 +2%
PA
174
Probity Advisors
Texas
$6.96M +$6.98M +213,838 New
AWA
175
Aquire Wealth Advisors
Utah
$6.95M -$214K -6,553 -3%

SPDW Hedge Fund Activity: Q2 2023 in Review

737 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2023, worth a combined $12.8B — up 6.6% from $12B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SPDW positions and 37 closed out — a net gain of 34 holders — while 305 added to existing stakes and 271 trimmed.

The largest buyer was State Street, adding an estimated $161M. The largest seller was Jane Street, cutting an estimated $151M.

  • 737 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2023, up from 710 in Q1 2023.
  • Funds reported $12.8B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2023, up 6.6% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2023 and 37 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2023 was State Street, an estimated $161M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2023 was Jane Street, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2023.