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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
MFS
276
Mattson Financial Services
Michigan
$4.53M -$96.5K -2,696 -2%
BAM
277
Belpointe Asset Management
Nevada
$4.51M -$9.1K -254 -0.2%
VFP
278
Vested Financial Planning
California
$4.45M +$4.67M +130,290 New
SSWM
279
Sheets Smith Wealth Management
North Carolina
$4.43M -$76.3K -2,130 -2%
FPWM
280
FSB Premier Wealth Management
Iowa
$4.32M +$34.1K +952 +0.8%
PAW
281
Plan A Wealth
Nebraska
$4.29M +$4.5M +125,595 New
SF
282
Symphony Financial
Texas
$4.28M +$431K +12,024 +11%
Fidelity Investments
283
Fidelity Investments
Massachusetts
$4.2M +$290K +8,096 +7%
VCWM
284
Vista Cima Wealth Management
Arizona
$4.16M +$4.37M +122,016 New
FIA
285
Foundations Investment Advisors
Arizona
$4.16M +$1.84M +51,321 +73%
BSHC
286
Breed's Hill Capital
Massachusetts
$4.15M
FLI
287
Family Legacy Inc
South Carolina
$3.97M +$26.6K +744 +0.7%
HWA
288
Heartwood Wealth Advisors
Virginia
$3.95M
SWM
289
Spire Wealth Management
Virginia
$3.91M +$190K +5,306 +5%
CFG
290
Cornerstone Financial Group
Nebraska
$3.87M +$4.06M +113,376 New
CWA
291
Clarus Wealth Advisors
Arizona
$3.85M -$150K -4,190 -4%
HT
292
Heritage Trust
Oklahoma
$3.75M +$3.93M +109,894 New
JIC
293
JRM Investment Counsel
Nebraska
$3.71M -$22.2K -619 -0.6%
PW
294
Paladin Wealth
Minnesota
$3.68M +$264K +7,387 +7%
TW
295
Towerpoint Wealth
California
$3.66M +$353K +9,862 +10%
LIA
296
LBMC Investment Advisors
Tennessee
$3.66M +$52.6K +1,468 +1%
HAC
297
Harbor Advisory Corp
New Hampshire
$3.66M +$978K +27,327 +34%
VPP
298
Vertex Planning Partners
Illinois
$3.66M +$44K +1,229 +1%
SW
299
Simplicity Wealth
New Jersey
$3.64M -$3.45M -96,351 -47%
TI
300
Truepoint Inc
Ohio
$3.62M +$3.8M +106,028 New

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.