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State Street SPDR Portfolio Developed World ex-US ETF

651 hedge funds and large institutions have $9.07B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 318 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

448% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 25

143% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 131

19% more funds holding

Funds holding: 549651 (+102)

16% more funds holding in top 10

Funds holding in top 10: 8093 (+13)

13% more capital invested

Capital invested by funds: $7.99B → $9.07B (+$1.07B)

2.08% more ownership

Funds ownership: 69.38%71.46% (+2.1%)

Holders
651
Holders Change
+102
Holders Change %
+18.58%
% of All Funds
10.02%
Holding in Top 10
93
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+16.25%
% of All Funds
1.43%
New
137
Increased
318
Reduced
131
Closed
25
Calls
$1.26M
Puts
Net Calls
+$1.26M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.39B +$105M +2,849,727 +8%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.01B +$148M +4,014,738 +17%
AF
3
Allworth Financial
California
$398M +$29M +788,918 +8%
LPL Financial
4
LPL Financial
California
$345M +$75.3M +2,047,670 +28%
SMM
5
Stadion Money Management
Georgia
$284M +$8.67M +235,760 +3%
TF
6
TIAA FSB
Florida
$236M +$15M +407,747 +7%
State Street
7
State Street
Massachusetts
$197M +$40.9M +1,111,730 +26%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$183M -$27.1M -736,327 -13%
HI
9
Horizon Investments
North Carolina
$178M +$9.94M +270,357 +6%
SEIA
10
Signature Estate & Investment Advisors
California
$158M +$10.4M +283,217 +7%
Stifel Financial
11
Stifel Financial
Missouri
$138M +$85.2K +2,317 +0.1%
PI
12
PFS Investments
Georgia
$121M +$8.82M +239,876 +8%
PFO
13
Pathstone Family Office
New Jersey
$116M +$116M +3,153,326 New
ACA
14
Aptus Capital Advisors
Alabama
$114M +$32M +869,741 +39%
Osaic Holdings
15
Osaic Holdings
Arizona
$113M +$16.9M +458,447 +17%
Bank of America
16
Bank of America
North Carolina
$112M +$5.68M +154,486 +5%
AssetMark Inc
17
AssetMark Inc
California
$111M +$22.9M +623,356 +26%
UBS Group
18
UBS Group
Switzerland
$106M +$5.63M +153,199 +6%
BWM
19
Baystate Wealth Management
Massachusetts
$102M +$5.36M +145,674 +5%
TC
20
TownSquare Capital
Utah
$101M +$7.46M +202,851 +8%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$85.6M -$14.2M -384,950 -14%
AA
22
Advisory Alpha
Michigan
$70.9M +$6.11M +166,049 +9%
ACM
23
AlphaStar Capital Management
North Carolina
$67.6M -$14.8M -403,722 -18%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$65.7M +$1.79M +48,624 +3%
PAG
25
Private Advisor Group
New Jersey
$65.7M +$11.1M +302,554 +20%

SPDW Hedge Fund Activity: Q4 2021 in Review

651 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q4 2021, worth a combined $9.07B — up 13% from $7.99B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new SPDW positions and 25 closed out — a net gain of 112 holders — while 318 added to existing stakes and 131 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $148M. The largest seller was Brinker Capital Investments, cutting an estimated $33.2M.

  • 651 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q4 2021, up from 549 in Q3 2021.
  • Funds reported $9.07B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 137 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q4 2021 and 25 closed out, a net change of +112 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $148M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q4 2021 was Brinker Capital Investments, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2021.