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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
FIA
351
Foundations Investment Advisors
Arizona
$2.65M +$955K +26,448 +60%
CWM
352
Cabot Wealth Management
Massachusetts
$2.61M +$66.7K +1,849 +3%
CGFA
353
Colton Groome Financial Advisors
North Carolina
$2.6M +$81.5K +2,257 +3%
MA
354
Mutual Advisors
Nebraska
$2.6M -$4.1M -113,538 -61%
AO
355
Advisor OS
Illinois
$2.57M +$794 +22 +0%
LA
356
LexAurum Advisors
Kansas
$2.55M +$125K +3,468 +5%
RCM
357
Raleigh Capital Management
North Carolina
$2.55M -$3.05M -84,495 -55%
JWA
358
JFS Wealth Advisors
Pennsylvania
$2.54M +$12.6K +350 +0.5%
FA
359
FF Advisors
California
$2.53M -$591K -16,370 -19%
OPWM
360
Oxinas Partners Wealth Management
Indiana
$2.51M +$817K +22,628 +51%
OCG
361
Opus Capital Group
Ohio
$2.5M -$23.6K -655 -1%
MCWS
362
McKinley Carter Wealth Services
West Virginia
$2.49M -$68.1K -1,886 -3%
LCM
363
Lunt Capital Management
Utah
$2.49M -$12.5K -346 -0.5%
TFG
364
Tilson Financial Group
New Jersey
$2.43M +$410K +11,370 +21%
BFG
365
Baron Financial Group
New Jersey
$2.42M -$86.5K -2,395 -4%
AG
366
Ascent Group
Virginia
$2.41M -$1.41M -39,189 -38%
WPW
367
Watershed Private Wealth
Illinois
$2.38M -$28.9K -801 -1%
SCM
368
Steele Capital Management
Iowa
$2.37M +$9.82K +272 +0.4%
AFG
369
ABLE Financial Group
Arizona
$2.37M -$79.9K -2,214 -3%
BIM
370
Breakwater Investment Management
Washington
$2.36M +$9.6K +266 +0.4%
OCM
371
One Capital Management
California
$2.35M -$1.74M -48,310 -44%
CAG
372
Csenge Advisory Group
Florida
$2.35M -$1.05M -29,093 -31%
KBFS
373
Kohmann Bosshard Financial Services
Ohio
$2.34M +$3.54K +98 +0.2%
VIM
374
Vista Investment Management
Pennsylvania
$2.33M +$37.8K +1,046 +2%
WFS
375
Weitzel Financial Services
Iowa
$2.33M +$41.3K +1,143 +2%

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.