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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
FB
126
Fulton Bank
Pennsylvania
$487K +$12.3K +421 +2%
SIA
127
Stegner Investment Associates
Kentucky
$408K +$16K +549 +4%
CTA
128
Chesley Taft & Associates
Illinois
$397K +$34.8K +1,190 +9%
FCFC
129
First Commonwealth Financial Corp
Pennsylvania
$394K +$21.8K +746 +6%
MCA
130
Midwest Capital Advisors
Michigan
$389K +$407K +13,938 New
MA
131
MONECO Advisors
Connecticut
$387K +$405K +13,862 New
CWM
132
Cornerstone Wealth Management
Missouri
$384K +$9.64K +330 +2%
TAM
133
Todd Asset Management
Kentucky
$383K +$400K +13,696 New
DWM
134
Dakota Wealth Management
Florida
$377K -$227K -7,768 -37%
WWM
135
Western Wealth Management
Colorado
$364K
SNBOSD
136
Security National Bank of So Dak
Iowa
$363K +$379K +12,977 New
KFC
137
Klingenstein Fields & Co
New York
$349K +$3.8K +130 +1%
WA
138
Wambolt & Associates
Colorado
$340K -$12.5K -427 -3%
HCM
139
Highview Capital Management
Illinois
$340K
RCM
140
Radnor Capital Management
Pennsylvania
$335K -$351K -12,000 -50%
CRC
141
Curi RMB Capital
Illinois
$316K
CTC
142
Central Trust Company
Missouri
$311K +$325K +11,120 New
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$301K -$36.8K -1,259 -10%
FHA
144
Flagship Harbor Advisors
Massachusetts
$300K -$137K -4,686 -30%
LWA
145
Lantern Wealth Advisors
New York
$287K
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$282K
BS
147
Banco Santander
Spain
$281K
GIA
148
Gladstone Institutional Advisory
Florida
$279K +$292K +9,983 New
MCM
149
Mitchell Capital Management
Kansas
$274K -$31K -1,061 -10%
FWA
150
FSM Wealth Advisors
Ohio
$273K +$3.56K +122 +1%

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.