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State Street SPDR Portfolio Developed World ex-US ETF

968 hedge funds and large institutions have $21.2B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 434 increasing their positions, 273 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 54

59% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 273

24% more capital invested

Capital invested by funds: $17.2B → $21.2B (+$4.06B)

9% more funds holding

Funds holding: 888968 (+80)

6.05% more ownership

Funds ownership: 79.03%85.08% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 127127 (0)

0% more call options, than puts

Call options by funds: $65K | Put options by funds: $65K

Holders
968
Holders Change
+80
Holders Change %
+9.01%
% of All Funds
12.75%
Holding in Top 10
127
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.67%
New
153
Increased
434
Reduced
273
Closed
54
Calls
$65K
Puts
$65K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
Aire Advisors
California
$6.35M +$50.2K +1,403 +0.8%
WFP
227
Wrenne Financial Planning
Kentucky
$6.31M +$843K +23,546 +15%
NG
228
Novem Group
New York
$6.25M +$6.55M +182,990 New
SAW
229
Signal Advisors Wealth
Michigan
$6.22M +$6.53M +182,384 New
BAM
230
BLKBRD Asset Management
Connecticut
$6.16M +$6.46M +180,547 New
KWM
231
Kingsview Wealth Management
Oregon
$6.05M -$44.5K -1,244 -0.7%
IA
232
Insight Advisors
Pennsylvania
$6.04M +$626K +17,491 +11%
SWMG
233
Sanchez Wealth Management Group
Florida
$6.02M -$2.71M -75,596 -30%
RWP
234
RWA Wealth Partners
Massachusetts
$6.02M +$955K +26,685 +18%
CCWA
235
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6M +$1.38M +38,641 +28%
EF
236
Empowered Funds
Pennsylvania
$5.99M +$253K +7,056 +4%
PWM
237
Partnership Wealth Management
Maryland
$5.96M +$1.33M +37,231 +27%
UCFA
238
United Capital Financial Advisors
Texas
$5.93M +$75.4K +2,106 +1%
OWM
239
Opes Wealth Management
California
$5.93M +$243K +6,786 +4%
ORG
240
Optimist Retirement Group
Washington
$5.87M +$273K +7,633 +5%
PC
241
Pecaut & Co
Iowa
$5.86M +$515K +14,379 +9%
MWM
242
Modera Wealth Management
New Jersey
$5.84M +$4.37M +122,093 +249%
LAM
243
Lifestyle Asset Management
Texas
$5.82M +$264K +7,366 +5%
CA
244
Continuum Advisory
Idaho
$5.81M +$551K +15,385 +10%
MHWM
245
Montz Harcus Wealth Management
Louisiana
$5.78M +$413K +11,546 +7%
AWA
246
Aquire Wealth Advisors
Utah
$5.77M -$253K -7,057 -4%
XF
247
XML Financial
Maryland
$5.67M +$119K +3,311 +2%
AWM
248
AE Wealth Management
Kansas
$5.64M +$751K +20,983 +15%
TF
249
TME Financial
California
$5.59M +$5.33M +148,743 New
CWM
250
Collaborative Wealth Management
Florida
$5.57M +$335K +9,368 +6%

SPDW Hedge Fund Activity: Q4 2024 in Review

968 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q4 2024, worth a combined $21.2B — up 24% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new SPDW positions and 54 closed out — a net gain of 99 holders — while 434 added to existing stakes and 273 trimmed.

The largest buyer was Creative Planning, adding an estimated $550M. The largest seller was UBS Group, cutting an estimated $47.9M.

  • 968 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q4 2024, up from 888 in Q3 2024.
  • Funds reported $21.2B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q4 2024, up 24% quarter-over-quarter.
  • 153 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q4 2024 and 54 closed out, a net change of +99 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q4 2024 was Creative Planning, an estimated $550M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q4 2024 was UBS Group, an estimated $47.9M sold.

Based on aggregated 13F filings for Q4 2024.