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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
RFS
276
Richardson Financial Services
Massachusetts
$4.42M +$58.7K +1,627 +1%
CWA
277
Clarus Wealth Advisors
Arizona
$4.36M +$9.17K +254 +0.2%
HWA
278
Heartwood Wealth Advisors
Virginia
$4.35M
MFS
279
Mattson Financial Services
Michigan
$4.32M -$27.7K -768 -0.6%
Fidelity Investments
280
Fidelity Investments
Massachusetts
$4.31M +$531K +14,700 +15%
LFG
281
Larson Financial Group
Missouri
$4.31M -$504K -13,960 -11%
FLI
282
Family Legacy Inc
South Carolina
$4.3M -$34.2K -948 -0.8%
AFG
283
Argent Financial Group
Louisiana
$4.13M +$3.97M +110,003 New
SF
284
Symphony Financial
Texas
$4.11M +$214K +5,934 +6%
JIC
285
JRM Investment Counsel
Nebraska
$4.11M -$1.68M -46,442 -30%
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$4.11M +$58K +1,608 +1%
SWM
287
Spire Wealth Management
Virginia
$4.1M +$13.9K +386 +0.4%
CAMV
288
Concord Asset Management (Virginia)
Virginia
$4.04M +$136K +3,763 +4%
FI
289
Financial Insights
Washington
$4.01M -$708K -19,611 -16%
EA
290
Eclectic Associates
California
$3.99M -$4.98K -138 -0.1%
VPP
291
Vertex Planning Partners
Illinois
$3.98M +$53K +1,469 +1%
LIA
292
LBMC Investment Advisors
Tennessee
$3.97M -$73.1K -2,025 -2%
SCM
293
SOL Capital Management
Maryland
$3.87M +$121K +3,350 +3%
GSC
294
G&S Capital
Colorado
$3.85M +$61.7K +1,710 +2%
SAM
295
Smartleaf Asset Management
Massachusetts
$3.83M -$1.01M -28,049 -22%
AWMG
296
Alliance Wealth Management Group
New Jersey
$3.83M +$138K +3,817 +4%
OAM
297
Occidental Asset Management
California
$3.81M +$125K +3,468 +4%
PW
298
Paladin Wealth
Minnesota
$3.77M +$3.62M +100,291 New
NL
299
NWAM LLC
Washington
$3.76M +$3.61M +100,053 New
OMC
300
Old Mission Capital
Illinois
$3.73M +$3.08M +85,385 +609%

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.