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State Street SPDR Portfolio Developed World ex-US ETF

875 hedge funds and large institutions have $16B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 421 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,600% more call options, than puts

Call options by funds: $137K | Put options by funds: $1K

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

69% more repeat investments, than reductions

Existing positions increased: 421 | Existing positions reduced: 249

12% more funds holding in top 10

Funds holding in top 10: 112125 (+13)

3% more funds holding

Funds holding: 850875 (+25)

0.69% more ownership

Funds ownership: 79.14%79.82% (+0.69%)

1% more capital invested

Capital invested by funds: $15.9B → $16B (+$104M)

Holders
875
Holders Change
+25
Holders Change %
+2.94%
% of All Funds
12.64%
Holding in Top 10
125
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.61%
% of All Funds
1.81%
New
73
Increased
421
Reduced
249
Closed
34
Calls
$137K
Puts
$1K
Net Calls
+$136K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
226
Sentinel Pension Advisors
Massachusetts
$6.09M +$174K +4,889 +3%
CAAM
227
Cornerstone Advisors Asset Management
Pennsylvania
$6.08M +$6.17M +173,352 New
IP
228
Ignite Planners
California
$5.98M +$586K +16,475 +11%
AWM
229
Avior Wealth Management
Nebraska
$5.9M +$4.5M +126,400 +302%
EF
230
Empowered Funds
Pennsylvania
$5.78M -$10.9M -306,157 -65%
IFG
231
Independent Financial Group
California
$5.69M +$1.36M +38,254 +31%
RWI
232
Red Wave Investments
Pennsylvania
$5.67M +$24.9K +699 +0.4%
LAM
233
Lifestyle Asset Management
Texas
$5.65M -$219K -6,171 -4%
OWM
234
Opes Wealth Management
California
$5.65M -$956K -26,865 -14%
OWA
235
ORBA Wealth Advisors
Illinois
$5.62M +$140K +3,929 +3%
ORG
236
Optimist Retirement Group
Washington
$5.6M +$69.3K +1,948 +1%
XF
237
XML Financial
Maryland
$5.59M +$191K +5,372 +3%
CF
238
Convergence Financial
Missouri
$5.57M +$1.46M +41,031 +35%
WFP
239
Wrenne Financial Planning
Kentucky
$5.54M +$5.19K +146 +0.1%
CA
240
Continuum Advisory
Idaho
$5.49M +$324K +9,107 +6%
SL
241
Systelligence LLC
Minnesota
$5.48M -$289K -8,112 -5%
JIC
242
JRM Investment Counsel
Nebraska
$5.46M -$111K -3,111 -2%
AC
243
Anson Capital
Georgia
$5.38M -$2.19M -61,477 -29%
GVAG
244
Great Valley Advisor Group
Delaware
$5.36M +$331K +9,319 +6%
RCM
245
Raleigh Capital Management
North Carolina
$5.34M +$2.91M +81,683 +116%
BGA
246
Battery Global Advisors
Massachusetts
$5.29M +$33.4K +940 +0.6%
BSW
247
Buckingham Strategic Wealth
Missouri
$5.26M -$71.5K -2,009 -1%
PC
248
Pecaut & Co
Iowa
$5.18M -$9.18K -258 -0.2%
HF
249
HRT Financial
New York
$5.17M +$2.68M +75,430 +105%
MHWM
250
Montz Harcus Wealth Management
Louisiana
$5.14M +$127K +3,567 +2%

SPDW Hedge Fund Activity: Q2 2024 in Review

875 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2024, worth a combined $16B — up 0.66% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPDW positions and 34 closed out — a net gain of 39 holders — while 421 added to existing stakes and 249 trimmed.

The largest buyer was State Street, adding an estimated $155M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $178M.

  • 875 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2024, up from 850 in Q1 2024.
  • Funds reported $16B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2024, up 0.66% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2024 and 34 closed out, a net change of +39 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2024 was State Street, an estimated $155M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2024 was Signature Estate & Investment Advisors, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2024.