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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

643 hedge funds and large institutions have $9.33B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 313 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 190

4% more funds holding in top 10

Funds holding in top 10: 93 → 97 (+4)

1.17% more ownership

Funds ownership: 71.46% → 72.63% (+1.2%)

3% more capital invested

Capital invested by funds: $9.07B → $9.33B (+$265M)

2% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 55

1% less funds holding

Funds holding: 651 → 643 (-8)

Holders
643
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.14%
Holding in Top 10
97
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.3%
% of All Funds
1.53%
New
56
Increased
313
Reduced
190
Closed
55
Calls
$919K
Puts
–
Net Calls
+$919K
Net Calls Change
-$344K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$164M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$126M
3
HI
Horizon Investments
North Carolina
+$83.2M
4
Bank of America
Bank of America
North Carolina
+$59.2M
5
LPL Financial
LPL Financial
California
+$51.4M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$61.2M
2
FHA
First Horizon Advisors
Tennessee
-$28.7M
3
AI
Atria Investments
North Carolina
-$23.9M
4
GLA
Great Lakes Advisors
Illinois
-$19.7M
5
FWI
Facet Wealth Inc
Maryland
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.47B +$164M +4,722,255 +12%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.08B +$126M +3,620,252 +13%
AF
3
Allworth Financial
California
$397M +$23.5M +676,011 +6%
LPL Financial
4
LPL Financial
California
$375M +$51.4M +1,480,480 +16%
TF
5
TIAA FSB
Florida
$260M +$38.8M +1,118,521 +17%
HI
6
Horizon Investments
North Carolina
$249M +$83.2M +2,398,782 +49%
SMM
7
Stadion Money Management
Georgia
$207M -$61.2M -1,764,251 -23%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$189M +$16.9M +488,380 +10%
State Street
9
State Street
Massachusetts
$176M -$9.79M -282,234 -5%
Bank of America
10
Bank of America
North Carolina
$164M +$59.2M +1,705,302 +56%
SEIA
11
Signature Estate & Investment Advisors
California
$161M +$12.9M +370,362 +9%
PI
12
PFS Investments
Georgia
$153M +$39.8M +1,147,120 +35%
Stifel Financial
13
Stifel Financial
Missouri
$132M +$1.61M +46,455 +1%
ACA
14
Aptus Capital Advisors
Alabama
$127M +$20.1M +578,724 +19%
AssetMark Inc
15
AssetMark Inc
California
$120M +$16.1M +464,226 +15%
Osaic Holdings
16
Osaic Holdings
Arizona
$118M +$13.8M +398,343 +13%
PFO
17
Pathstone Family Office
New Jersey
$111M +$2.81M +81,059 +3%
TC
18
TownSquare Capital
Utah
$109M +$13.6M +393,113 +14%
UBS Group
19
UBS Group
Switzerland
$103M +$3.48M +100,355 +3%
BWM
20
Baystate Wealth Management
Massachusetts
$101M +$4.91M +141,491 +5%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$89.5M +$9.18M +264,700 +11%
AA
22
Advisory Alpha
Michigan
$70.7M +$4.13M +119,156 +6%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$63.2M +$1.44M +41,582 +2%
PAG
24
Private Advisor Group
New Jersey
$63M +$1.35M +38,983 +2%
GSIS
25
Global Strategic Investment Solutions
Arizona
$62.9M +$29.4M +848,607 +86%
1
2 3 4 5

SPDW Hedge Fund Activity: Q1 2022 in Review

643 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2022, worth a combined $9.33B — up 2.9% from $9.07B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPDW positions and 55 closed out — a net gain of 1 holder — while 313 added to existing stakes and 190 trimmed.

The largest buyer was Creative Planning, adding an estimated $164M. The largest seller was Stadion Money Management, cutting an estimated $61.2M.

  • 643 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2022, down from 651 in Q4 2021.
  • Funds reported $9.33B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2022, up 2.9% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2022 and 55 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2022 was Creative Planning, an estimated $164M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2022 was Stadion Money Management, an estimated $61.2M sold.

Based on aggregated 13F filings for Q1 2022.