We are live on ! Find out more
SPDW icon

State Street SPDR Portfolio Developed World ex-US ETF
SPDW

549 hedge funds and large institutions have $7.99B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 282 increasing their positions, 143 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 143

3% more funds holding in top 10

Funds holding in top 10: 78 → 80 (+2)

1.99% more ownership

Funds ownership: 67.39% → 69.38% (+2%)

4% more capital invested

Capital invested by funds: $7.69B → $7.99B (+$305M)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

2% less funds holding

Funds holding: 559 → 549 (-10)

Holders
549
Holders Change
-10
Holders Change %
-1.79%
% of All Funds
9.61%
Holding in Top 10
80
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.56%
% of All Funds
1.4%
New
30
Increased
282
Reduced
143
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$112M
2
LPL Financial
LPL Financial
California
+$96.8M
3
ACA
Aptus Capital Advisors
Alabama
+$48M
4
Creative Planning
Creative Planning
Kansas
+$44.9M
5
PWA
Peterson Wealth Advisors
Utah
+$32.9M

Top Sellers

1
WFS
Weitzel Financial Services
Iowa
-$106M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$75.5M
3
Jane Street
Jane Street
New York
-$35.8M
4
LWAC
Laurel Wealth Advisors (California)
California
-$13.4M
5
SMM
Stadion Money Management
Georgia
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.27B +$44.9M +1,210,488 +4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$860M +$112M +3,026,629 +15%
AF
3
Allworth Financial
California
$367M +$21M +565,784 +6%
SMM
4
Stadion Money Management
Georgia
$274M -$11.7M -315,143 -4%
LPL Financial
5
LPL Financial
California
$268M +$96.8M +2,607,752 +54%
TF
6
TIAA FSB
Florida
$220M +$2.9M +78,179 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$209M +$240K +6,459 +0.1%
HI
8
Horizon Investments
North Carolina
$166M -$7.68M -206,734 -4%
State Street
9
State Street
Massachusetts
$155M -$9.24M -248,754 -5%
SEIA
10
Signature Estate & Investment Advisors
California
$147M +$6.7M +180,367 +5%
Stifel Financial
11
Stifel Financial
Missouri
$137M +$12M +322,285 +9%
PI
12
PFS Investments
Georgia
$117M +$22.4M +603,490 +24%
Bank of America
13
Bank of America
North Carolina
$106M +$4.54M +122,360 +4%
UBS Group
14
UBS Group
Switzerland
$99.5M +$2.44M +65,648 +2%
BWM
15
Baystate Wealth Management
Massachusetts
$96.4M +$1.49M +40,045 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$95.4M +$14.6M +394,302 +18%
TC
17
TownSquare Capital
Utah
$93.3M +$5.71M +153,746 +6%
AssetMark Inc
18
AssetMark Inc
California
$87.3M +$5.33M +143,584 +6%
ACM
19
AlphaStar Capital Management
North Carolina
$83.4M +$29.7M +799,412 +55%
ACA
20
Aptus Capital Advisors
Alabama
$81.2M +$48M +1,293,538 +136%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$79.9M +$11.3M +304,504 +13%
GC
22
Grimes & Company
Massachusetts
$78.5M +$3.82M +102,876 +5%
AA
23
Advisory Alpha
Michigan
$64.4M +$10.5M +282,848 +19%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$63.5M +$7.96M +214,490 +14%
Morgan Stanley
25
Morgan Stanley
New York
$58.7M +$2.85M +76,649 +5%
1
2 3 4 5

SPDW Hedge Fund Activity: Q3 2021 in Review

549 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q3 2021, worth a combined $7.99B — up 4% from $7.69B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of SPDW and 30 opened new positions — a net loss of 1 holder — while 143 trimmed existing stakes and 282 added.

The largest buyer was Financial Engines Advisors, adding an estimated $112M. The largest seller was Weitzel Financial Services, cutting an estimated $106M.

  • 549 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q3 2021, down from 559 in Q2 2021.
  • Funds reported $7.99B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q3 2021, up 4% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q3 2021 and 31 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q3 2021 was Financial Engines Advisors, an estimated $112M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q3 2021 was Weitzel Financial Services, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2021.