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State Street SPDR Portfolio Developed World ex-US ETF

737 hedge funds and large institutions have $12.8B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 271 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 37

13% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 271

7% more capital invested

Capital invested by funds: $12B → $12.8B (+$788M)

4% more funds holding

Funds holding: 710737 (+27)

0.29% more ownership

Funds ownership: 78.29%78.58% (+0.29%)

1% less funds holding in top 10

Funds holding in top 10: 107106 (-1)

Holders
737
Holders Change
+27
Holders Change %
+3.8%
% of All Funds
11.57%
Holding in Top 10
106
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.93%
% of All Funds
1.66%
New
71
Increased
305
Reduced
271
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
201
Tranquilli Financial Advisor
New Jersey
$5.63M +$734K +22,486 +15%
SQA
202
Simon Quick Advisors
New Jersey
$5.59M -$850K -26,054 -13%
SL
203
Systelligence LLC
Minnesota
$5.58M +$2.26M +69,231 +68%
ACA
204
Atlas Capital Advisors
Wyoming
$5.55M +$135K +4,138 +2%
HI
205
Harbour Investments
Wisconsin
$5.44M +$4.77M +146,039 +694%
PFG
206
PAX Financial Group
Texas
$5.42M -$252K -7,736 -4%
RWI
207
Red Wave Investments
Pennsylvania
$5.41M -$294K -9,017 -5%
TCWA
208
Ten Capital Wealth Advisors
Washington
$5.41M +$99.3K +3,043 +2%
AWS
209
Atria Wealth Solutions
New York
$5.4M -$415K -12,713 -7%
CGFA
210
Colton Groome Financial Advisors
North Carolina
$5.39M -$404K -12,385 -7%
TFA
211
TPG Financial Advisors
Oregon
$5.28M +$138K +4,225 +3%
MFA
212
Millington Financial Advisors
Illinois
$5.25M -$59.2K -1,813 -1%
FI
213
Financial Insights
Washington
$5.21M -$395K -12,117 -7%
OWM
214
Opes Wealth Management
California
$5.18M +$257K +7,870 +5%
AC
215
Anson Capital
Georgia
$5.16M -$296K -9,079 -5%
CAMV
216
Concord Asset Management (Virginia)
Virginia
$5.15M +$847K +25,962 +20%
GWSG
217
GPS Wealth Strategies Group
Colorado
$5.07M +$474K +14,521 +10%
AWA
218
Arete Wealth Advisors
Illinois
$5.04M -$887K -27,177 -15%
OPPS
219
Obsidian Personal Planning Solutions
Maryland
$5.03M +$352K +10,775 +7%
BSW
220
Buckingham Strategic Wealth
Missouri
$4.93M -$272K -8,329 -5%
NWM
221
NEIRG Wealth Management
Massachusetts
$4.89M +$883K +27,052 +22%
HWA
222
Heartwood Wealth Advisors
Virginia
$4.86M
PA
223
Procyon Advisors
Connecticut
$4.84M +$22.5K +690 +0.5%
SFM
224
Signet Financial Management
New Jersey
$4.8M +$152K +4,652 +3%
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$4.78M -$864K -26,488 -15%

SPDW Hedge Fund Activity: Q2 2023 in Review

737 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2023, worth a combined $12.8B — up 6.6% from $12B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SPDW positions and 37 closed out — a net gain of 34 holders — while 305 added to existing stakes and 271 trimmed.

The largest buyer was State Street, adding an estimated $161M. The largest seller was Jane Street, cutting an estimated $151M.

  • 737 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2023, up from 710 in Q1 2023.
  • Funds reported $12.8B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2023, up 6.6% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2023 and 37 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2023 was State Street, an estimated $161M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2023 was Jane Street, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2023.