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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
KAS
201
Kestra Advisory Services
Texas
$3.75M -$1.74M -54,938 -30%
OPPS
202
Obsidian Personal Planning Solutions
Maryland
$3.74M +$4.1M +129,643 New
APWA
203
Atlas Private Wealth Advisors
New Jersey
$3.73M -$131K -4,123 -3%
CW
204
CreativeOne Wealth
Kansas
$3.69M -$1.8M -57,003 -31%
FPWM
205
FSB Premier Wealth Management
Iowa
$3.65M -$107K -3,391 -3%
NC
206
NovaPoint Capital
Georgia
$3.64M -$2.35M -74,267 -37%
NB
207
NBT Bank
New York
$3.63M -$215K -6,790 -5%
DC
208
DeDora Capital
California
$3.61M +$3.23M +101,968 +439%
FFG
209
Fullen Financial Group
Ohio
$3.61M +$138K +4,345 +4%
OAM
210
Occidental Asset Management
California
$3.6M +$1.58M +49,766 +66%
CAC
211
Certified Advisory Corp
Florida
$3.57M +$236K +7,442 +6%
TWM
212
Tradition Wealth Management
Minnesota
$3.55M +$187K +5,893 +5%
BEI
213
Benjamin Edwards Inc
Missouri
$3.5M +$677K +21,377 +21%
TW
214
Towerpoint Wealth
California
$3.48M +$72.5K +2,289 +2%
APA
215
Astoria Portfolio Advisors
New York
$3.46M +$819K +25,880 +27%
SSWM
216
Sheets Smith Wealth Management
North Carolina
$3.45M +$2.18M +68,827 +135%
EA
217
Eclectic Associates
California
$3.42M -$246K -7,773 -6%
AIS
218
American Investment Services
Massachusetts
$3.42M +$369K +11,646 +11%
FPIS
219
Financial Planning & Information Services
Wisconsin
$3.4M -$91.4K -2,887 -2%
VAS
220
Vestmark Advisory Solutions
Massachusetts
$3.39M +$409K +12,928 +12%
EP
221
Eudaimonia Partners
Tennessee
$3.26M -$808K -25,520 -18%
AFS
222
Annapolis Financial Services
Maryland
$3.26M +$52K +1,643 +1%
AWMG
223
Alliance Wealth Management Group
New Jersey
$3.24M +$57.1K +1,804 +2%
AWA
224
Arete Wealth Advisors
Illinois
$3.23M -$2.03M -64,273 -36%
LWP
225
Laurel Wealth Planning
Minnesota
$3.22M -$265K -8,365 -7%

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.