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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
NB
201
NBT Bank
New York
$4.55M +$12.3K +355 +0.3%
KBFS
202
Kohmann Bosshard Financial Services
Ohio
$4.55M +$2.41M +69,559 +110%
FPAS
203
Focus Partners Advisor Solutions
Missouri
$4.53M +$2.17M +62,478 +90%
G
204
Gainplan
Michigan
$4.5M +$471K +13,563 +12%
PIFP
205
Partners in Financial Planning
Virginia
$4.46M -$18.3K -526 -0.4%
EA
206
Eclectic Associates
California
$4.34M -$633K -18,255 -13%
SW
207
Simplicity Wealth
New Jersey
$4.33M -$1.55M -44,698 -26%
LWAC
208
Laurel Wealth Advisors (California)
California
$4.25M -$5.93M -170,878 -58%
MA
209
Mutual Advisors
Nebraska
$4.24M -$1.32M -38,026 -24%
FPWM
210
FSB Premier Wealth Management
Iowa
$4.2M -$143K -4,125 -3%
BWFA
211
Baltimore-Washington Financial Advisors
Maryland
$4.15M +$156K +4,485 +4%
FFG
212
Fullen Financial Group
Ohio
$4.14M -$21.5K -620 -0.5%
FPIS
213
Financial Planning & Information Services
Wisconsin
$4.13M -$9.61K -277 -0.2%
LWP
214
Laurel Wealth Planning
Minnesota
$4.12M -$73.5K -2,119 -2%
GRP
215
Global Retirement Partners
California
$4.1M +$4.47M +128,845 New
TW
216
Towerpoint Wealth
California
$4.06M +$134K +3,857 +3%
SFS
217
Security Financial Services
Indiana
$4.03M -$272K -7,826 -6%
TWM
218
Tradition Wealth Management
Minnesota
$4.01M +$207K +5,955 +5%
NA
219
NewEdge Advisors
Louisiana
$3.99M -$258K -7,438 -6%
C
220
CEDRUS
Colorado
$3.99M +$1.38M +39,734 +52%
CAC
221
Certified Advisory Corp
Florida
$3.99M +$713K +20,540 +21%
Prudential Financial
222
Prudential Financial
New Jersey
$3.98M -$1.44M -41,590 -26%
BAM
223
Belpointe Asset Management
Nevada
$3.91M +$1.84M +52,965 +87%
AFS
224
Annapolis Financial Services
Maryland
$3.81M +$10.4K +300 +0.3%
AWMG
225
Alliance Wealth Management Group
New Jersey
$3.79M +$53.6K +1,544 +1%

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.