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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
AF
401
Advisornet Financial
Minnesota
$1.99M +$556K +15,517 +36%
STA
402
Summit Trail Advisors
New York
$1.99M +$21.8K +608 +1%
NSAM
403
North Star Asset Management
Wisconsin
$1.98M +$179K +4,998 +9%
NW
404
NewEdge Wealth
Pennsylvania
$1.98M +$71.8K +2,005 +4%
WFA
405
Wade Financial Advisory
California
$1.97M -$57.6K -1,610 -3%
KBFS
406
Kohmann Bosshard Financial Services
Ohio
$1.95M -$184K -5,149 -8%
TWM
407
Trinity Wealth Management
Pennsylvania
$1.95M +$217K +6,073 +12%
OCM
408
One Capital Management
California
$1.93M -$224K -6,258 -10%
BIM
409
Breakwater Investment Management
Washington
$1.92M -$237K -6,621 -11%
Jones Financial Companies
410
Jones Financial Companies
Missouri
$1.91M +$869K +24,270 +76%
SPWM
411
Spartan Planning & Wealth Management
North Carolina
$1.91M +$2M +55,995 New
RIM
412
Rockbridge Investment Management
New York
$1.89M -$136K -3,795 -6%
PFGIA
413
Patriot Financial Group Insurance Agency
Massachusetts
$1.88M +$126K +3,521 +7%
PAG
414
Paladin Advisory Group
Iowa
$1.88M -$9.6K -268 -0.5%
MF
415
Montis Financial
Massachusetts
$1.87M -$5.08K -142 -0.3%
NG
416
Norden Group
Utah
$1.87M +$197K +5,496 +11%
FCG
417
Financial Connections Group
California
$1.83M -$8.92K -249 -0.5%
PNC Financial Services Group
418
PNC Financial Services Group
Pennsylvania
$1.81M -$6.09K -170 -0.3%
DB
419
Dravo Bay
Delaware
$1.81M +$866K +24,189 +84%
GFPC
420
Global Financial Private Client
Florida
$1.81M +$30.5K +853 +2%
PWA
421
PCG Wealth Advisors
Kansas
$1.8M +$30.5K +852 +2%
AWAU
422
Alliance Wealth Advisors (Utah)
Utah
$1.8M +$217K +6,051 +13%
BCM
423
Beaumont Capital Management
Massachusetts
$1.78M +$90.2K +2,518 +5%
AA
424
ACT Advisors
North Carolina
$1.78M -$321K -8,962 -15%
UWM
425
USAdvisors Wealth Management
Minnesota
$1.77M -$33.9K -947 -2%

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.