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State Street SPDR MSCI ACWI ex-US ETF

223 hedge funds and large institutions have $1.3B invested in State Street SPDR MSCI ACWI ex-US ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $331K

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

7% more capital invested

Capital invested by funds: $1.21B → $1.3B (+$86.7M)

0% more funds holding

Funds holding: 223223 (0)

0.37% less ownership

Funds ownership: 75.74%75.37% (-0.37%)

21% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 78

Holders
223
Holders Change
Holders Change %
0%
% of All Funds
2.99%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
24
Increased
62
Reduced
78
Closed
21
Calls
$1.02M
Puts
$331K
Net Calls
+$687K
Net Calls Change
+$816K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$224M -$50.7M -1,731,425 -19%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$114M +$3.38M +115,211 +3%
APP
3
Avantax Planning Partners
Iowa
$61.4M +$4.46M +152,134 +8%
HighTower Advisors
4
HighTower Advisors
Illinois
$54.9M +$1.47M +50,166 +3%
GI
5
GLOBALT Investments
Georgia
$43.5M -$804K -27,448 -2%
LPL Financial
6
LPL Financial
California
$39M -$1.83M -62,541 -5%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$35.1M -$760K -25,915 -2%
HCM
8
Hengehold Capital Management
Ohio
$33.8M -$204K -6,962 -0.6%
P
9
Pitcairn
Pennsylvania
$30.9M -$2.01M -68,522 -6%
Jane Street
10
Jane Street
New York
$24.7M +$20.6M +702,306 +527%
Morgan Stanley
11
Morgan Stanley
New York
$23.3M +$3.69M +125,730 +19%
CI
12
Clal Insurance
Israel
$23.1M +$317K +10,800 +1%
LPAM
13
Lodestar Private Asset Management
California
$22.1M +$193K +6,573 +0.9%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$21M -$1.83M -62,355 -8%
Truist Financial
15
Truist Financial
North Carolina
$20.4M -$185K -6,325 -0.9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$18.2M +$694K +23,673 +4%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$17.7M -$2.18M -74,361 -11%
SEIA
18
Signature Estate & Investment Advisors
California
$16.8M +$2.14M +72,855 +15%
APWA
19
Atlas Private Wealth Advisors
New Jersey
$16.1M +$11M +374,364 +220%
SFA
20
Sequoia Financial Advisors
Ohio
$15.6M -$479K -16,329 -3%
CCA
21
Cobblestone Capital Advisors
New York
$14.8M -$298K -10,151 -2%
PAG
22
Private Advisor Group
New Jersey
$13.8M +$2.13M +72,575 +19%
WAAG
23
Wealth Alliance Advisory Group
Kansas
$13.7M +$13.6M +463,164 New
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$12.6M +$12.4M +423,520 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$12.5M +$566K +19,322 +5%

CWI Hedge Fund Activity: Q1 2025 in Review

223 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q1 2025, worth a combined $1.3B — up 7.2% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CWI positions and 21 closed out — a net gain of 3 holders — while 62 added to existing stakes and 78 trimmed.

The largest buyer was Jane Street, adding an estimated $20.6M. The largest seller was Bank of America, cutting an estimated $50.7M.

  • 223 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $1.3B of State Street SPDR MSCI ACWI ex-US ETF stock for Q1 2025, up 7.2% quarter-over-quarter.
  • 24 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q1 2025 and 21 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q1 2025 was Jane Street, an estimated $20.6M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q1 2025 was Bank of America, an estimated $50.7M sold.

Based on aggregated 13F filings for Q1 2025.