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State Street SPDR Portfolio Developed World ex-US ETF

888 hedge funds and large institutions have $17.2B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 348 increasing their positions, 320 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $16B → $17.2B (+$1.19B)

2% more funds holding in top 10

Funds holding in top 10: 125127 (+2)

1% more funds holding

Funds holding: 875888 (+13)

9% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 320

0.79% less ownership

Funds ownership: 79.82%79.03% (-0.79%)

Holders
888
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
12.75%
Holding in Top 10
127
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.6%
% of All Funds
1.82%
New
68
Increased
348
Reduced
320
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
226
Aquire Wealth Advisors
Utah
$6.61M -$137K -3,792 -2%
CAAM
227
Cornerstone Advisors Asset Management
Pennsylvania
$6.56M +$45.6K +1,262 +0.7%
Focus Partners Wealth
228
Focus Partners Wealth
Massachusetts
$6.52M -$136K -3,771 -2%
UCFA
229
United Capital Financial Advisors
Texas
$6.45M -$214K -5,939 -3%
AWM
230
Avior Wealth Management
Nebraska
$6.43M +$110K +3,035 +2%
SPA
231
Sentinel Pension Advisors
Massachusetts
$6.36M -$155K -4,300 -2%
EF
232
Empowered Funds
Pennsylvania
$6.33M +$139K +3,841 +2%
OWM
233
Opes Wealth Management
California
$6.27M +$219K +6,072 +4%
TCM
234
Towercrest Capital Management
Pennsylvania
$6.21M -$1.16M -32,000 -16%
ORG
235
Optimist Retirement Group
Washington
$6.17M +$172K +4,760 +3%
LAM
236
Lifestyle Asset Management
Texas
$6.13M +$82.9K +2,296 +1%
XF
237
XML Financial
Maryland
$6.12M +$123K +3,401 +2%
WFP
238
Wrenne Financial Planning
Kentucky
$6.06M +$119K +3,306 +2%
OWA
239
ORBA Wealth Advisors
Illinois
$6.05M +$27.1K +750 +0.5%
IA
240
Insight Advisors
Pennsylvania
$5.98M -$703K -19,486 -11%
MHWM
241
Montz Harcus Wealth Management
Louisiana
$5.92M +$399K +11,052 +8%
PC
242
Pecaut & Co
Iowa
$5.91M +$356K +9,874 +7%
RWI
243
Red Wave Investments
Pennsylvania
$5.79M -$269K -7,440 -5%
CWM
244
Collaborative Wealth Management
Florida
$5.78M +$282K +7,817 +5%
BGA
245
Battery Global Advisors
Massachusetts
$5.67M
CSPAM
246
Cary Street Partners Asset Management
Virginia
$5.64M +$1.59M +44,139 +42%
RWP
247
RWA Wealth Partners
Massachusetts
$5.63M +$296K +8,205 +6%
TFA
248
Tranquilli Financial Advisor
New Jersey
$5.58M +$425K +11,787 +9%
MWM
249
Merriman Wealth Management
Washington
$5.47M +$84K +2,327 +2%
CA
250
Continuum Advisory
Idaho
$5.43M -$63.9K -1,769 -1%

SPDW Hedge Fund Activity: Q3 2024 in Review

888 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q3 2024, worth a combined $17.2B — up 7.4% from $16B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPDW positions and 46 closed out — a net gain of 22 holders — while 348 added to existing stakes and 320 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $59.7M. The largest seller was State Street, cutting an estimated $186M.

  • 888 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q3 2024, up from 875 in Q2 2024.
  • Funds reported $17.2B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q3 2024, up 7.4% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q3 2024 and 46 closed out, a net change of +22 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $59.7M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q3 2024 was State Street, an estimated $186M sold.

Based on aggregated 13F filings for Q3 2024.