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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
RJFSA
26
Raymond James Financial Services Advisors
Florida
$100M -$4.44M -122,896 -4%
SWA
27
Strategies Wealth Advisors
Michigan
$99.6M +$9.79M +271,086 +11%
AWMS
28
Advocacy Wealth Management Services
Georgia
$99M -$524K -14,509 -0.5%
GM
29
GeoWealth Management
Illinois
$98.6M +$12.7M +352,102 +15%
CA
30
Clearstead Advisors
Ohio
$96.9M +$1.34M +37,237 +1%
PAG
31
Private Advisor Group
New Jersey
$91M -$3.48M -96,530 -4%
SC
32
Savant Capital
Illinois
$87.4M -$3.27M -90,646 -4%
JFA
33
JNBA Financial Advisors
Minnesota
$85.1M +$8.22M +227,829 +11%
MFS
34
McNamara Financial Services
Massachusetts
$82.8M +$678K +18,795 +0.9%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$80.2M +$668K +18,499 +0.9%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$77.5M -$9.5M -263,124 -11%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$76.7M +$15.5M +429,186 +27%
AssetMark Inc
38
AssetMark Inc
California
$76.2M -$44.6M -1,234,531 -38%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$67.1M +$2.69M +74,445 +4%
BEI
40
Benjamin Edwards Inc
Missouri
$65.7M +$59.7M +1,652,751 +1,732%
PAS
41
Park Avenue Securities
New York
$60.1M -$4.68M -129,668 -7%
PWA
42
Peterson Wealth Advisors
Utah
$59.8M +$1.65M +45,653 +3%
JP Morgan Chase
43
JP Morgan Chase
New York
$56.9M +$7.08M +196,245 +15%
Charles Schwab
44
Charles Schwab
California
$56.6M -$3.58M -99,246 -6%
SEI Investments
45
SEI Investments
Pennsylvania
$55.5M -$46.3K -1,282 -0.1%
ACM
46
AlphaStar Capital Management
North Carolina
$55.5M +$18M +499,785 +51%
AWM
47
Axxcess Wealth Management
California
$54.8M -$838K -23,221 -2%
CAAS
48
Capital Asset Advisory Services
Michigan
$51.5M +$2.63M +72,794 +5%
SDWMA
49
Schneider Downs Wealth Management Advisors
Pennsylvania
$51M +$1.69M +46,732 +4%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$50.6M +$1.94M +53,841 +4%

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.