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State Street SPDR MSCI ACWI ex-US ETF

223 hedge funds and large institutions have $1.21B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more funds holding

Funds holding: 208223 (+15)

4.15% more ownership

Funds ownership: 71.59%75.74% (+4.1%)

0% more capital invested

Capital invested by funds: $1.21B → $1.21B (+$1.78M)

10% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.32M

10% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 68

Holders
223
Holders Change
+15
Holders Change %
+7.21%
% of All Funds
2.94%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
41
Increased
61
Reduced
68
Closed
19
Calls
$1.19M
Puts
$1.32M
Net Calls
-$129K
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
101
Investors Research Corp
Georgia
$968K -$9.47K -324 -0.9%
SWM
102
SpringVest Wealth Management
Texas
$955K +$998K +34,164 New
MTWM
103
Masso Torrence Wealth Management
New Jersey
$916K -$73.9K -2,530 -7%
EH
104
Equitable Holdings
New York
$902K -$154K -5,278 -14%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$846K +$85K +2,908 +11%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$809K -$125K -4,285 -13%
ISB
107
Iowa State Bank
Iowa
$808K -$4.15K -142 -0.5%
MML Investors Services
108
MML Investors Services
Massachusetts
$791K -$85.8K -2,936 -9%
Goldman Sachs
109
Goldman Sachs
New York
$774K
SFG
110
Sage Financial Group
Pennsylvania
$720K
BTWM
111
Baker Tilly Wealth Management
Wisconsin
$714K +$746K +25,541 New
KCAM
112
Kagan Cocozza Asset Management
New Jersey
$709K +$742K +25,374 New
GRP
113
Global Retirement Partners
California
$685K +$38.8K +1,327 +6%
GS
114
GTS Securities
New York
$672K +$702K +24,037 New
SFFS
115
Stonehage Fleming Financial Services
Jersey
$665K
TCM
116
Towneley Capital Management
California
$646K -$216K -7,377 -24%
SHJ
117
Sharkey, Howes & Javer
Colorado
$616K -$38.5K -1,317 -6%
BA
118
Bristlecone Advisors
Washington
$595K
AC
119
Avestar Capital
New York
$574K
RWM
120
RKL Wealth Management
Pennsylvania
$506K -$238K -8,149 -31%
SP
121
SIH Partners
Delaware
$503K
M1FG
122
Mach-1 Financial Group
Arkansas
$494K -$5.64M -193,111 -92%
GWM
123
GSB Wealth Management
Connecticut
$491K +$1.29K +44 +0.3%
TIAA Trust, National Association
124
TIAA Trust, National Association
North Carolina
$490K
SAS
125
SMI Advisory Services
Indiana
$489K -$4.27K -146 -0.8%

CWI Hedge Fund Activity: Q4 2024 in Review

223 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2024, worth a combined $1.21B — up 0.15% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CWI positions and 19 closed out — a net gain of 22 holders — while 61 added to existing stakes and 68 trimmed.

The largest buyer was Bank of America, adding an estimated $76.5M. The largest seller was Jane Street, cutting an estimated $28.7M.

  • 223 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2024, up from 208 in Q3 2024.
  • Funds reported $1.21B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2024, up 0.15% quarter-over-quarter.
  • 41 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2024 and 19 closed out, a net change of +22 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2024 was Bank of America, an estimated $76.5M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2024 was Jane Street, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2024.