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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
LWA
176
Lowe Wealth Advisors
Maryland
$80K
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$66.7K
MG
178
MilWealth Group
Wisconsin
$62.9K +$65.8K +2,250 New
GWM
179
Geneos Wealth Management
Colorado
$58.3K
S
180
SignatureFD
Georgia
$53.1K
BF
181
BOK Financial
Oklahoma
$52.2K
SIM
182
Synergy Investment Management
Florida
$47.2K +$49.4K +1,690 New
CMP
183
Coston McIsaac & Partners
Maine
$47K
JFGIW
184
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46.8K +$47.5K +1,625 New
SFGP
185
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$44.5K +$46.5K +1,591 New
CA
186
CoreCap Advisors
Michigan
$44K -$1.67K -57 -3%
YP
187
YANKCOM Partnership
South Dakota
$43K +$44.9K +1,538 New
KBFS
188
Kohmann Bosshard Financial Services
Ohio
$39.1K +$40.9K +1,400 New
NOI
189
Newton One Investments
Delaware
$39.1K +$40.9K +1,400 New
CCM
190
Chilton Capital Management
Texas
$39K
PA
191
PSI Advisors
Florida
$37.6K -$18.1K -619 -32%
MSG
192
Main Street Group
Virginia
$36.5K -$11.6K -397 -23%
RWM
193
Rialto Wealth Management
New York
$35.9K +$37.6K +1,286 New
JGCM
194
Joseph Group Capital Management
Ohio
$35.1K +$14.3K +491 +64%
Comerica Bank
195
Comerica Bank
Texas
$33.5K -$87.9K -3,009 -71%
PS
196
Principal Securities
Iowa
$27.9K
TWC
197
TD Waterhouse Canada
Ontario, Canada
$26K
HI
198
Harbour Investments
Wisconsin
$20.7K +$321 +11 +2%
MA
199
MCF Advisors
Kentucky
$18.6K
DF
200
Dunhill Financial
United Kingdom
$15.5K +$16.2K +556 New

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.