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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
SS
201
SBI Securities
Japan
$15.5K +$16.2K +555 New
BTI
202
Blue Trust Inc
Georgia
$14.5K -$409 -14 -3%
BTD
203
BankPlus Trust Department
Mississippi
$13.1K +$13.7K +468 New
KFI
204
Key Financial Inc
Pennsylvania
$12K
HBW
205
Hazlett, Burt & Watson
West Virginia
$12K
CWM
206
Compass Wealth Management
Connecticut
$11.4K
TCM
207
Tradewinds Capital Management
Washington
$11.2K +$11.7K +400 New
GI
208
GAMMA Investing
California
$10.4K
PTC
209
Private Trust Company
Ohio
$9.47K
BCWM
210
Bartlett & Co Wealth Management
Ohio
$9.25K
CA
211
Continuum Advisory
Idaho
$8.98K +$7.25K +248 +335%
FLP
212
Financial Life Planners
Arizona
$8.68K +$9.09K +311 New
GJIA
213
Glass Jacobson Investment Advisors
Maryland
$6.29K
SMA
214
Sage Mountain Advisors
Georgia
$5.59K
AF
215
Advisornet Financial
Minnesota
$4.86K
OC
216
Oarsman Capital
Wisconsin
$3.77K
BWL
217
Bogart Wealth LLC
Virginia
$2.46K
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.19K +75 New
AWM
219
AE Wealth Management
Kansas
$1.87K +$1.96K +67 New
IA
220
IFP Advisors
Florida
$1.79K
Bessemer Group
221
Bessemer Group
New Jersey
$1K -$291K -9,950 -100%
FFA
222
Farther Finance Advisors
California
$559
BlackRock
223
BlackRock
New York
$503
SAM
224
Smartleaf Asset Management
Massachusetts
$111 +$117 +4 New
OMC
225
Old Mission Capital
Illinois
-$789K -25,909 Closed

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.