State Street SPDR Portfolio Developed World ex-US ETF
SPDW
407 hedge funds and large institutions have $3.33B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2019 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 173 increasing their positions, 96 reducing their positions, and 15 closing their positions.
600% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 15
80% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 96
65% more funds holding in top 10
Funds holding in top 10: 34 → 56 (+22)
32% more capital invested
Capital invested by funds: $2.51B → $3.33B (+$815M)
27% more funds holding
Funds holding: 321 → 407 (+86)
6.54% more ownership
Funds ownership: 52.18% → 58.72% (+6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$191M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$98.2M |
| 3 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$47.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$39.9M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$38.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$37.4M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$17.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$16.4M |
| 4 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$12.4M |
| 5 |
Axa
Paris,
France
|
-$11.5M |
SPDW Hedge Fund Activity: Q4 2019 in Review
407 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q4 2019, worth a combined $3.33B — up 32% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new SPDW positions and 15 closed out — a net gain of 90 holders — while 173 added to existing stakes and 96 trimmed.
The largest buyer was Horizon Investments, adding an estimated $191M. The largest seller was Baystate Wealth Management, cutting an estimated $37.4M.
- 407 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q4 2019, up from 321 in Q3 2019.
- Funds reported $3.33B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q4 2019, up 32% quarter-over-quarter.
- 105 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q4 2019 and 15 closed out, a net change of +90 holders.
- The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q4 2019 was Horizon Investments, an estimated $191M added.
- The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q4 2019 was Baystate Wealth Management, an estimated $37.4M sold.
Based on aggregated 13F filings for Q4 2019.