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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
HF
176
Halpern Financial
Virginia
$4.74M +$3.56M +112,540 +217%
TB
177
Treynor Bancshares
Iowa
$4.73M +$99.5K +3,144 +2%
GM
178
GeoWealth Management
Illinois
$4.63M +$850K +26,859 +20%
FWM
179
Foresight Wealth Management
Utah
$4.61M -$289K -9,139 -5%
WAM
180
WNY Asset Management
New York
$4.57M +$447K +14,120 +10%
HWA
181
Heartwood Wealth Advisors
Virginia
$4.53M -$15.1K -477 -0.3%
CGFA
182
Colton Groome Financial Advisors
North Carolina
$4.46M -$4.22M -133,211 -46%
AWS
183
Atria Wealth Solutions
New York
$4.45M -$663K -20,946 -12%
NA
184
NewEdge Advisors
Louisiana
$4.43M +$1.17M +37,079 +32%
BPA
185
Beacon Pointe Advisors
California
$4.38M -$96.6K -3,052 -2%
TCWA
186
Ten Capital Wealth Advisors
Washington
$4.36M -$447K -14,122 -9%
AC
187
Anson Capital
Georgia
$4.33M -$534K -16,883 -10%
Koshinski Asset Management
188
Koshinski Asset Management
Illinois
$4.27M -$1.87M -59,201 -29%
NWM
189
NEIRG Wealth Management
Massachusetts
$4.24M +$109K +3,430 +2%
MHR
190
Matthew Hamilton Rosenberg
$4.21M +$140K +4,434 +3%
GRP
191
Global Retirement Partners
California
$4.17M +$498K +15,734 +12%
PIFP
192
Partners in Financial Planning
Virginia
$4.14M +$217K +6,868 +5%
IWMA
193
Ironwood Wealth Management (Arizona)
Arizona
$4.13M -$2.11M -66,785 -32%
SFPM
194
Sensible Financial Planning & Management
Massachusetts
$4.11M -$712K -22,488 -14%
G
195
Gainplan
Michigan
$4.06M +$308K +9,727 +7%
GVAG
196
Great Valley Advisor Group
Delaware
$4.06M -$6.52M -206,040 -59%
FWM
197
Frontier Wealth Management
Missouri
$4.05M -$15.5M -488,392 -78%
JMPWA
198
JP Morgan Private Wealth Advisors
California
$4.03M -$204K -6,446 -4%
CAL
199
Capital Analysts LLC
Pennsylvania
$3.87M +$11K +348 +0.3%
GKWIM
200
Gerber Kawasaki Wealth & Investment Management
California
$3.77M +$3.67M +116,014 +797%

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.