We are live on ! Find out more
SPDW icon

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
LBC
376
Lowe Brockenbrough & Co
Virginia
$2.3M
AA
377
ACT Advisors
North Carolina
$2.3M -$51.7K -1,432 -2%
GWSG
378
GPS Wealth Strategies Group
Colorado
$2.27M -$23.2K -643 -1%
Citigroup
379
Citigroup
New York
$2.26M +$2.07M +57,479 +2,049%
WFAG
380
Worth Financial Advisory Group
North Carolina
$2.24M +$43.3K +1,199 +2%
WFA
381
Wade Financial Advisory
California
$2.23M -$12.1K -336 -0.6%
RIM
382
Rockbridge Investment Management
New York
$2.22M -$285K -7,901 -12%
Prudential Financial
383
Prudential Financial
New Jersey
$2.22M +$1.31M +36,312 +155%
STA
384
Summit Trail Advisors
New York
$2.16M +$261K +7,230 +14%
NW
385
NewEdge Wealth
Pennsylvania
$2.1M +$2.02M +55,974 New
TWP
386
Tyche Wealth Partners
Texas
$2.1M +$203K +5,626 +11%
VWA
387
Visionary Wealth Advisors
Illinois
$2.08M +$149K +4,127 +8%
PAG
388
Paladin Advisory Group
Iowa
$2.08M -$24.4K -675 -1%
MF
389
Montis Financial
Massachusetts
$2.07M +$1.99M +55,007 New
UF
390
Univest Financial
Pennsylvania
$2.06M +$1.98M +54,952 New
WWA
391
WCG Wealth Advisors
Nevada
$2.05M -$1.01M -27,997 -34%
FCG
392
Financial Connections Group
California
$2.03M -$9.89K -274 -0.5%
PNC Financial Services Group
393
PNC Financial Services Group
Pennsylvania
$2M +$1.04M +28,740 +117%
NSAM
394
North Star Asset Management
Wisconsin
$1.99M +$119K +3,305 +7%
UWM
395
USAdvisors Wealth Management
Minnesota
$1.99M -$455K -12,594 -19%
GFPC
396
Global Financial Private Client
Florida
$1.96M -$865K -23,974 -32%
PWA
397
PCG Wealth Advisors
Kansas
$1.95M +$24.5K +679 +1%
PFGIA
398
Patriot Financial Group Insurance Agency
Massachusetts
$1.94M +$23.8K +658 +1%
TWM
399
Trinity Wealth Management
Pennsylvania
$1.92M +$22.3K +619 +1%
LWP
400
Laurel Wealth Planning
Minnesota
$1.88M -$18.6K -516 -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.