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State Street SPDR Portfolio Developed World ex-US ETF

644 hedge funds and large institutions have $8.04B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 291 increasing their positions, 208 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 208

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

0% more funds holding

Funds holding: 643644 (+1)

0.03% less ownership

Funds ownership: 72.63%72.6% (-0.03%)

11% less funds holding in top 10

Funds holding in top 10: 9786 (-11)

14% less capital invested

Capital invested by funds: $9.33B → $8.04B (-$1.29B)

Holders
644
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.85%
Holding in Top 10
86
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.34%
% of All Funds
1.45%
New
65
Increased
291
Reduced
208
Closed
56
Calls
$2.17M
Puts
Net Calls
+$2.17M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.31B +$80.7M +2,548,099 +6%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.02B +$121M +3,835,305 +12%
AF
3
Allworth Financial
California
$365M +$33.8M +1,066,610 +9%
LPL Financial
4
LPL Financial
California
$324M +$8.78M +277,448 +3%
TF
5
TIAA FSB
Florida
$258M +$42.9M +1,354,292 +18%
SMM
6
Stadion Money Management
Georgia
$172M -$2.22M -70,219 -1%
Bank of America
7
Bank of America
North Carolina
$163M +$28.1M +886,766 +19%
SEIA
8
Signature Estate & Investment Advisors
California
$143M +$8.11M +256,300 +5%
State Street
9
State Street
Massachusetts
$140M -$8.39M -264,967 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$128M -$34.5M -1,088,465 -20%
AssetMark Inc
11
AssetMark Inc
California
$113M +$13.7M +432,865 +12%
HI
12
Horizon Investments
North Carolina
$107M -$112M -3,543,261 -49%
ACA
13
Aptus Capital Advisors
Alabama
$106M -$452K -14,266 -0.4%
Osaic Holdings
14
Osaic Holdings
Arizona
$97.6M -$3.46M -109,171 -3%
PFO
15
Pathstone Family Office
New Jersey
$96.6M +$3.64M +114,882 +4%
TC
16
TownSquare Capital
Utah
$94.5M +$3.3M +104,397 +3%
UBS Group
17
UBS Group
Switzerland
$93.3M +$7.37M +232,676 +8%
BWM
18
Baystate Wealth Management
Massachusetts
$89.5M +$4.83M +152,491 +5%
Stifel Financial
19
Stifel Financial
Missouri
$84M -$29.2M -923,351 -24%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$71.4M -$4.32M -136,373 -5%
RA
21
RFG Advisory
Alabama
$66.1M +$22.8M +719,804 +49%
PI
22
PFS Investments
Georgia
$63.4M -$71.9M -2,269,707 -51%
AA
23
Advisory Alpha
Michigan
$61.3M +$1.98M +62,513 +3%
WSTAM
24
Wilbanks Smith & Thomas Asset Management
Virginia
$53M +$3.9M +123,282 +7%
PAG
25
Private Advisor Group
New Jersey
$52.8M -$268K -8,455 -0.5%

SPDW Hedge Fund Activity: Q2 2022 in Review

644 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2022, worth a combined $8.04B — down 14% from $9.33B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SPDW positions and 56 closed out — a net gain of 9 holders — while 291 added to existing stakes and 208 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $121M. The largest seller was Horizon Investments, cutting an estimated $112M.

  • 644 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2022, up from 643 in Q1 2022.
  • Funds reported $8.04B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 65 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2022 and 56 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $121M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2022 was Horizon Investments, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2022.