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
RWM
101
RKL Wealth Management
Pennsylvania
$799K -$258K -8,899 -25%
OMC
102
Old Mission Capital
Illinois
$789K -$8.59M -296,019 -92%
SFG
103
Sage Financial Group
Pennsylvania
$784K – – –
WS
104
Wela Strategies
Georgia
$733K +$17.1K +588 +3%
RCM
105
Radnor Capital Management
Pennsylvania
$731K +$348K +12,000 +100%
SFFS
106
Stonehage Fleming Financial Services
Jersey
$724K +$690K +23,790 New
SHJ
107
Sharkey, Howes & Javer
Colorado
$711K -$4.55M -156,967 -87%
GRP
108
Global Retirement Partners
California
$706K -$189K -6,507 -22%
WOSD
109
WFA of San Diego
California
$667K – – –
JP Morgan Chase
110
JP Morgan Chase
New York
$666K -$4.13M -142,403 -87%
BA
111
Bristlecone Advisors
Washington
$648K -$157K -5,404 -20%
DWM
112
Dakota Wealth Management
Florida
$647K -$2.28M -78,644 -79%
AC
113
Avestar Capital
New York
$626K – – –
SP
114
SIH Partners
Delaware
$548K +$522K +18,000 New
SAS
115
SMI Advisory Services
Indiana
$546K -$8.04K -277 -2%
TPCW
116
TD Private Client Wealth
New York
$538K +$203K +7,003 +66%
TIAA Trust, National Association
117
TIAA Trust, National Association
North Carolina
$534K -$4.64K -160 -0.9%
GWM
118
GSB Wealth Management
Connecticut
$533K +$45.3K +1,562 +10%
Citadel Advisors
119
Citadel Advisors
Florida
$528K +$78.6K +2,710 +19%
FB
120
Fulton Bank
Pennsylvania
$517K +$493K +17,000 New
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$500K -$110K -3,783 -19%
KA
122
Kure Advisory
Minnesota
$473K – – –
FHA
123
Flagship Harbor Advisors
Massachusetts
$469K +$7.92K +273 +2%
SIA
124
Stegner Investment Associates
Kentucky
$428K -$14.1K -486 -3%
CWM
125
Cornerstone Wealth Management
Missouri
$408K – – –
3 4
5
6 7

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.