We are live on ! Find out more
SPDW icon

State Street SPDR Portfolio Developed World ex-US ETF

875 hedge funds and large institutions have $16B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 421 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,600% more call options, than puts

Call options by funds: $137K | Put options by funds: $1K

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

69% more repeat investments, than reductions

Existing positions increased: 421 | Existing positions reduced: 249

12% more funds holding in top 10

Funds holding in top 10: 112125 (+13)

3% more funds holding

Funds holding: 850875 (+25)

0.69% more ownership

Funds ownership: 79.14%79.82% (+0.69%)

1% more capital invested

Capital invested by funds: $15.9B → $16B (+$104M)

Holders
875
Holders Change
+25
Holders Change %
+2.94%
% of All Funds
12.64%
Holding in Top 10
125
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.61%
% of All Funds
1.81%
New
73
Increased
421
Reduced
249
Closed
34
Calls
$137K
Puts
$1K
Net Calls
+$136K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$93.1M +$69.7M +1,959,252 +282%
AWMS
27
Advocacy Wealth Management Services
Georgia
$92.9M +$2.8M +78,722 +3%
CA
28
Clearstead Advisors
Ohio
$89.2M +$90.5M +2,543,316 +16,955,440%
PAG
29
Private Advisor Group
New Jersey
$88.4M -$1.06M -29,725 -1%
SC
30
Savant Capital
Illinois
$84.8M +$14.6M +411,650 +21%
SWA
31
Strategies Wealth Advisors
Michigan
$83.5M +$14.2M +398,502 +20%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$81.6M +$23.6M +662,267 +40%
GM
33
GeoWealth Management
Illinois
$79.7M +$152K +4,281 +0.2%
MFS
34
McNamara Financial Services
Massachusetts
$76.7M +$4.85M +136,322 +7%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$74.2M +$42.3M +1,190,546 +129%
JFA
36
JNBA Financial Advisors
Minnesota
$71.5M +$14.1M +397,791 +24%
PAS
37
Park Avenue Securities
New York
$60.7M +$4.28M +120,379 +7%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$60M +$1.59M +44,788 +3%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$56.6M -$407K -11,449 -0.7%
Charles Schwab
40
Charles Schwab
California
$56.4M -$3.78M -106,259 -6%
KW
41
KWB Wealth
California
$55.8M -$1.26M -35,373 -2%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$55.1M +$46M +1,292,314 +463%
PWA
43
Peterson Wealth Advisors
Utah
$54.3M +$1.48M +41,673 +3%
AWM
44
Axxcess Wealth Management
California
$52M +$6.73M +189,226 +15%
SEI Investments
45
SEI Investments
Pennsylvania
$51.9M -$1.09M -30,516 -2%
Betterment LLC
46
Betterment LLC
New York
$48.4M +$21.5M +603,785 +78%
CAAS
47
Capital Asset Advisory Services
Michigan
$47.1M +$2.92M +82,219 +7%
JP Morgan Chase
48
JP Morgan Chase
New York
$46.3M +$4.24M +119,197 +10%
SDWMA
49
Schneider Downs Wealth Management Advisors
Pennsylvania
$46M +$1.2M +33,821 +3%
MML Investors Services
50
MML Investors Services
Massachusetts
$45.6M -$10.2M -287,429 -18%

SPDW Hedge Fund Activity: Q2 2024 in Review

875 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2024, worth a combined $16B — up 0.66% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPDW positions and 34 closed out — a net gain of 39 holders — while 421 added to existing stakes and 249 trimmed.

The largest buyer was State Street, adding an estimated $155M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $178M.

  • 875 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2024, up from 850 in Q1 2024.
  • Funds reported $16B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2024, up 0.66% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2024 and 34 closed out, a net change of +39 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2024 was State Street, an estimated $155M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2024 was Signature Estate & Investment Advisors, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2024.