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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
BTWM
501
Baker Tilly Wealth Management
Wisconsin
$971K +$32.9K +912 +4%
BWP
502
BSW Wealth Partners
Colorado
$970K -$73.9K -2,047 -7%
AMG
503
Advisors Management Group
Wisconsin
$953K +$18.2K +505 +2%
HH
504
Hilltop Holdings
Texas
$926K +$890K +24,664 New
JSW
505
Journey Strategic Wealth
New Jersey
$922K +$886K +24,544 New
KF
506
Krilogy Financial
Missouri
$919K
EFG
507
Elios Financial Group
Ohio
$906K +$871K +24,116 New
SHJ
508
Sharkey, Howes & Javer
Colorado
$895K +$861K +23,840 New
HGERS
509
Householder Group Estate & Retirement Specialist
Arizona
$895K +$61.3K +1,697 +8%
KFGK
510
Keystone Financial Group (Kentucky)
Kentucky
$887K +$853K +23,619 New
WIP
511
WealthCare Investment Partners
Rhode Island
$883K -$63.1K -1,749 -7%
AQR Capital Management
512
AQR Capital Management
Connecticut
$883K +$558K +15,458 +192%
ACG
513
Allen Capital Group
Nebraska
$878K -$37.3K -1,032 -4%
LK
514
Lumbard & Kellner
New Hampshire
$874K +$37.3K +1,033 +5%
BF
515
BOK Financial
Oklahoma
$872K
IA
516
IFG Advisors
Missouri
$866K
DA
517
Detalus Advisors
Missouri
$849K +$50.4K +1,397 +7%
Janney Montgomery Scott
518
Janney Montgomery Scott
Pennsylvania
$824K +$17.4K +483 +2%
WAG
519
Wallace Advisory Group
California
$824K
ULWM
520
Upper Left Wealth Management
Florida
$821K -$16.3K -451 -2%
SB
521
Strategic Blueprint
Georgia
$819K -$11.5K -318 -1%
RSA
522
River Street Advisors
Illinois
$812K +$69.4K +1,922 +10%
IWM
523
Iams Wealth Management
Nebraska
$781K -$312K -8,643 -29%
SFA
524
Sequoia Financial Advisors
Ohio
$781K +$44.7K +1,238 +6%
CT
525
Colonial Trust
South Carolina
$780K -$5.38K -149 -0.7%

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.