We are live on ! Find out more
CWI icon

State Street SPDR MSCI ACWI ex-US ETF
CWI

208 hedge funds and large institutions have $1.21B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

2% more capital invested

Capital invested by funds: $1.19B → $1.21B (+$21M)

0% more funds holding

Funds holding: 208 → 208 (0)

0.95% less ownership

Funds ownership: 72.54% → 71.59% (-0.95%)

43% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 77

89% less call options, than puts

Call options by funds: $204K | Put options by funds: $1.85M

Holders
208
Holders Change
–
Holders Change %
0%
% of All Funds
2.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
19
Increased
44
Reduced
77
Closed
16
Calls
$204K
Puts
$1.85M
Net Calls
-$1.64M
Net Calls Change
-$1.64M

Top Buyers

1
CI
Clal Insurance
Israel
+$18M
2
WSFS
Wilmington Savings Fund Society
Delaware
+$11.9M
3
Bank of America
Bank of America
North Carolina
+$5.74M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.45M
5
Cerity Partners
Cerity Partners
New York
+$1.92M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.2M
2
Jane Street
Jane Street
New York
-$12.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.3M
4
APP
Avantax Planning Partners
Iowa
-$8.71M
5
OMC
Old Mission Capital
Illinois
-$8.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
76
Monograph Wealth Advisors
California
$1.51M – – –
AWM
77
Apollon Wealth Management
South Carolina
$1.43M -$25.7K -885 -2%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$1.42M -$20K -689 -1%
Creative Planning
79
Creative Planning
Kansas
$1.39M +$355K +12,222 +36%
MA
80
Mutual Advisors
Nebraska
$1.36M +$123K +4,226 +10%
B
81
Bailard
California
$1.36M – – –
Stifel Financial
82
Stifel Financial
Missouri
$1.27M +$770K +26,562 +174%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$1.24M -$85.7K -2,955 -7%
LFA
84
Laraway Financial Advisors
Minnesota
$1.21M -$16.2K -560 -1%
HSA
85
HBK Sorce Advisory
Pennsylvania
$1.21M -$1.25K -43 -0.1%
RJA
86
Raymond James & Associates
Florida
$1.19M -$337K -11,628 -23%
EH
87
Equitable Holdings
New York
$1.14M +$184K +6,355 +20%
FC
88
Financial Consulate
Maryland
$1.14M -$7.83K -270 -0.7%
Lido Advisors
89
Lido Advisors
California
$1.12M +$435 +15 +0%
TWM
90
Tradition Wealth Management
Minnesota
$1.09M -$638 -22 -0.1%
NDSI
91
Newman Dignan & Sheerar Inc
Rhode Island
$1.08M +$36.8K +1,268 +4%
MTWM
92
Masso Torrence Wealth Management
New Jersey
$1.07M -$3.28K -113 -0.3%
IRC
93
Investors Research Corp
Georgia
$1.06M -$348 -12 -0%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$1.01M -$318K -10,971 -25%
MML Investors Services
95
MML Investors Services
Massachusetts
$951K -$30.7K -1,060 -3%
TCM
96
Towneley Capital Management
California
$928K -$101K -3,499 -10%
BFA
97
Bragg Financial Advisors
North Carolina
$911K – – –
ISB
98
Iowa State Bank
Iowa
$885K -$137K -4,713 -14%
Goldman Sachs
99
Goldman Sachs
New York
$843K +$9.14K +315 +1%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$833K +$78.5K +2,708 +11%
2 3
4
5 6

CWI Hedge Fund Activity: Q3 2024 in Review

208 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2024, worth a combined $1.21B — up 1.8% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CWI positions and 16 closed out — a net gain of 3 holders — while 44 added to existing stakes and 77 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $18M. The largest seller was Envestnet Asset Management, cutting an estimated $15.2M.

  • 208 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $1.21B of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2024, up 1.8% quarter-over-quarter.
  • 19 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2024 and 16 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2024 was Clal Insurance, an estimated $18M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2024.