We are live on ! Find out more
SPDW icon

State Street SPDR Portfolio Developed World ex-US ETF

651 hedge funds and large institutions have $9.07B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 318 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

448% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 25

143% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 131

19% more funds holding

Funds holding: 549651 (+102)

16% more funds holding in top 10

Funds holding in top 10: 8093 (+13)

13% more capital invested

Capital invested by funds: $7.99B → $9.07B (+$1.07B)

2.08% more ownership

Funds ownership: 69.38%71.46% (+2.1%)

Holders
651
Holders Change
+102
Holders Change %
+18.58%
% of All Funds
10.02%
Holding in Top 10
93
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+16.25%
% of All Funds
1.43%
New
137
Increased
318
Reduced
131
Closed
25
Calls
$1.26M
Puts
Net Calls
+$1.26M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
201
NEIRG Wealth Management
Massachusetts
$4.68M +$4.72M +128,327 New
BCM
202
Beaumont Capital Management
Massachusetts
$4.68M -$514K -13,978 -10%
FHA
203
Flagship Harbor Advisors
Massachusetts
$4.58M -$1.34M -36,359 -22%
SFS
204
Security Financial Services
Indiana
$4.57M +$4.61M +125,329 New
NA
205
NewEdge Advisors
Louisiana
$4.52M -$675K -18,349 -13%
SFPM
206
Sensible Financial Planning & Management
Massachusetts
$4.49M +$694K +18,856 +18%
LWP
207
Laurel Wealth Planning
Minnesota
$4.46M -$17.4K -473 -0.4%
AIS
208
American Investment Services
Massachusetts
$4.44M +$29.6K +806 +0.7%
FFG
209
Fullen Financial Group
Ohio
$4.43M +$73.9K +2,010 +2%
BPA
210
Beacon Pointe Advisors
California
$4.42M +$75.9K +2,063 +2%
FPIS
211
Financial Planning & Information Services
Wisconsin
$4.41M +$69.8K +1,898 +2%
PSUF
212
People's United Financial
Connecticut
$4.36M -$2.2M -59,947 -33%
G
213
Gainplan
Michigan
$4.29M +$562K +15,291 +15%
ARC
214
Advisor Resource Council
Texas
$4.26M +$3.71M +100,806 +633%
CAN
215
Cetera Advisor Networks
California
$4.24M +$1.99M +54,229 +88%
TDWM
216
Topel & Distasi Wealth Management
California
$4.2M +$4.23M +115,073 New
TW
217
Towerpoint Wealth
California
$4.18M +$363K +9,856 +9%
SB
218
Strategic Blueprint
Georgia
$4.16M +$5.74K +156 +0.1%
BWFA
219
Baltimore-Washington Financial Advisors
Maryland
$4.11M -$62.9K -1,709 -1%
BEI
220
Benjamin Edwards Inc
Missouri
$4.1M +$612K +16,626 +17%
TWM
221
Tradition Wealth Management
Minnesota
$4.05M +$1.43M +38,815 +54%
AFS
222
Annapolis Financial Services
Maryland
$4.05M +$22.3K +607 +0.5%
AWMG
223
Alliance Wealth Management Group
New Jersey
$3.98M +$70.2K +1,909 +2%
QWM
224
QP Wealth Management
New Jersey
$3.8M +$476K +12,943 +14%
IWMA
225
Ironwood Wealth Management (Arizona)
Arizona
$3.78M +$21.4K +583 +0.6%

SPDW Hedge Fund Activity: Q4 2021 in Review

651 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q4 2021, worth a combined $9.07B — up 13% from $7.99B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new SPDW positions and 25 closed out — a net gain of 112 holders — while 318 added to existing stakes and 131 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $148M. The largest seller was Brinker Capital Investments, cutting an estimated $33.2M.

  • 651 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q4 2021, up from 549 in Q3 2021.
  • Funds reported $9.07B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 137 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q4 2021 and 25 closed out, a net change of +112 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $148M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q4 2021 was Brinker Capital Investments, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2021.