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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
AWM
251
AE Wealth Management
Kansas
$5.42M -$1.36M -37,655 -21%
NC
252
NovaPoint Capital
Georgia
$5.4M +$253K +6,997 +5%
BPA
253
Beacon Pointe Advisors
California
$5.34M -$19.4K -537 -0.4%
AWA
254
Arete Wealth Advisors
Illinois
$5.3M -$1.57M -43,391 -23%
DWA
255
Delta Wealth Advisors
Indiana
$5.24M +$500K +13,840 +11%
PWM
256
Partnership Wealth Management
Maryland
$5.16M +$4.16M +115,340 +525%
CCWA
257
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.15M -$45.1K -1,249 -0.9%
YIA
258
YHB Investment Advisors
Connecticut
$5.13M -$46.6K -1,290 -0.9%
BA
259
Bridge Advisory
California
$5.08M -$165K -4,578 -3%
WWM
260
Western Wealth Management
Colorado
$5.06M -$3.71M -102,861 -43%
PFG
261
PAX Financial Group
Texas
$5.05M -$281K -7,794 -5%
TDWM
262
Topel & Distasi Wealth Management
California
$5M +$1.19K +33 +0%
SSWM
263
Sheets Smith Wealth Management
North Carolina
$4.96M -$1.26K -35 -0%
CF
264
Convergence Financial
Missouri
$4.86M -$1.06M -29,312 -18%
AC
265
Anson Capital
Georgia
$4.84M -$880K -24,382 -16%
G
266
Gainplan
Michigan
$4.83M +$61K +1,691 +1%
BWM
267
BCS Wealth Management
Tennessee
$4.78M +$588K +16,295 +15%
VC
268
Vicus Capital
Pennsylvania
$4.74M -$3.54K -98 -0.1%
FPWM
269
FSB Premier Wealth Management
Iowa
$4.71M +$158K +4,385 +4%
AFS
270
Annapolis Financial Services
Maryland
$4.66M -$3.57K -99 -0.1%
CWP
271
Concord Wealth Partners
Virginia
$4.61M -$12.2K -338 -0.3%
Koshinski Asset Management
272
Koshinski Asset Management
Illinois
$4.6M -$578 -16 -0%
BAM
273
Belpointe Asset Management
Nevada
$4.57M -$26.5K -735 -0.6%
BSHC
274
Breed's Hill Capital
Massachusetts
$4.57M +$47.5K +1,316 +1%
WA
275
WBH Advisory
Maryland
$4.46M +$51K +1,414 +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.