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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
OGF
176
Orin Green Financial
California
$5.72M +$30.8K +887 +0.5%
AC
177
Anson Capital
Georgia
$5.72M +$150K +4,317 +3%
TFA
178
TPG Financial Advisors
Oregon
$5.71M +$408K +11,771 +8%
TCWA
179
Ten Capital Wealth Advisors
Washington
$5.67M +$2.32M +66,732 +68%
KWM
180
Kingsview Wealth Management
Oregon
$5.66M +$52.6K +1,516 +0.9%
SFPM
181
Sensible Financial Planning & Management
Massachusetts
$5.66M +$1.46M +42,044 +34%
MWM
182
McNaughton Wealth Management
California
$5.62M +$296K +8,529 +5%
CA
183
Continuum Advisory
Idaho
$5.58M +$333K +9,591 +6%
TB
184
Treynor Bancshares
Iowa
$5.51M +$450K +12,970 +9%
AFP
185
Ausdal Financial Partners
Iowa
$5.47M +$880K +25,375 +19%
HWA
186
Heartwood Wealth Advisors
Virginia
$5.4M -$69.6K -2,006 -1%
RWI
187
Red Wave Investments
Pennsylvania
$5.39M -$56K -1,615 -1%
OWM
188
Opes Wealth Management
California
$5.33M +$302K +8,690 +6%
BPA
189
Beacon Pointe Advisors
California
$5.3M +$1.16M +33,541 +28%
IWC
190
Integrated Wealth Concepts
Massachusetts
$5.12M -$16.5K -476 -0.3%
JMPWA
191
JP Morgan Private Wealth Advisors
California
$5.01M +$107K +3,097 +2%
WAM
192
WNY Asset Management
New York
$4.95M +$467K +13,448 +10%
NWM
193
NEIRG Wealth Management
Massachusetts
$4.92M +$530K +15,264 +12%
MHR
194
Matthew Hamilton Rosenberg
$4.85M +$266K +7,674 +6%
FCG
195
Financial Connections Group
California
$4.8M -$122K -3,519 -2%
EP
196
Eudaimonia Partners
Tennessee
$4.75M +$4.81M +138,536 New
CAN
197
Cetera Advisor Networks
California
$4.6M +$626K +18,053 +16%
CAL
198
Capital Analysts LLC
Pennsylvania
$4.58M -$1.03M -29,609 -18%
GM
199
GeoWealth Management
Illinois
$4.58M +$154K +4,444 +3%
APWA
200
Atlas Private Wealth Advisors
New Jersey
$4.57M +$2.57M +74,011 +125%

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.