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State Street SPDR Portfolio Developed World ex-US ETF

532 hedge funds and large institutions have $6.93B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 224 increasing their positions, 169 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 22

33% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 169

20% more capital invested

Capital invested by funds: $5.8B → $6.93B (+$1.14B)

15% more funds holding in top 10

Funds holding in top 10: 5968 (+9)

9% more funds holding

Funds holding: 488532 (+44)

2.14% more ownership

Funds ownership: 63.31%65.45% (+2.1%)

Holders
532
Holders Change
+44
Holders Change %
+9.02%
% of All Funds
9.34%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
1.19%
New
69
Increased
224
Reduced
169
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
201
Integrated Wealth Concepts
Massachusetts
$3.24M +$1.2M +34,200 +59%
CSPIA
202
Cary Street Partners Investment Advisory
Virginia
$3.17M -$88.4K -2,523 -3%
LWPC
203
Legacy Wealth Partners (California)
California
$3.08M +$170K +4,861 +6%
AO
204
Advisor OS
Illinois
$3.05M -$1.41M -40,231 -32%
22CM
205
20/20 Capital Management
California
$3.03M -$296K -8,430 -9%
RIM
206
Rockbridge Investment Management
New York
$3.03M -$170K -4,857 -5%
PWA
207
Peterson Wealth Advisors
Utah
$3M +$178K +5,081 +6%
CAC
208
Certified Advisory Corp
Florida
$2.99M +$2.96M +84,581 New
MCWS
209
McKinley Carter Wealth Services
West Virginia
$2.98M +$2.96M +84,367 New
KAS
210
Kestra Advisory Services
Texas
$2.97M +$1.42M +40,610 +94%
SW
211
SkyOak Wealth
Michigan
$2.94M -$718K -20,486 -20%
G
212
Gainplan
Michigan
$2.94M +$194K +5,544 +7%
JWA
213
JFS Wealth Advisors
Pennsylvania
$2.92M +$386 +11 +0%
WFS
214
Weitzel Financial Services
Iowa
$2.84M -$82.2K -2,344 -3%
HR
215
Hayden Royal
North Carolina
$2.75M +$2.73M +77,822 New
SB
216
Strategic Blueprint
Georgia
$2.67M +$356K +10,159 +16%
RPCA
217
Running Point Capital Advisors
California
$2.66M -$216K -6,160 -8%
OC
218
Oarsman Capital
Wisconsin
$2.64M -$1.36M -38,722 -34%
QWM
219
QP Wealth Management
New Jersey
$2.63M +$2.61M +74,475 New
FC
220
Financial Consulate
Maryland
$2.59M -$45.5K -1,297 -2%
BEI
221
Benjamin Edwards Inc
Missouri
$2.58M +$1.14M +32,545 +80%
AAS
222
Annex Advisory Services
Wisconsin
$2.57M -$1.08M -30,919 -30%
ACG
223
Allen Capital Group
Nebraska
$2.52M -$2.74M -78,197 -52%
BPA
224
Beacon Pointe Advisors
California
$2.32M +$24K +686 +1%
William Blair & Company
225
William Blair & Company
Illinois
$2.31M

SPDW Hedge Fund Activity: Q1 2021 in Review

532 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2021, worth a combined $6.93B — up 20% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SPDW positions and 22 closed out — a net gain of 47 holders — while 224 added to existing stakes and 169 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $148M. The largest seller was FormulaFolio Investments, cutting an estimated $47.5M.

  • 532 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2021, up from 488 in Q4 2020.
  • Funds reported $6.93B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2021 and 22 closed out, a net change of +47 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2021 was Horizon Investments, an estimated $148M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $47.5M sold.

Based on aggregated 13F filings for Q1 2021.