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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
SIA
576
Strategic Investment Advisors
Michigan
$584K -$529K -14,654 -49%
SPIA
577
Steward Partners Investment Advisory
New York
$584K +$6.75K +187 +1%
LCM
578
LVM Capital Management
Michigan
$584K
DFA
579
DHK Financial Advisors
New Hampshire
$582K
ECM
580
Evergreen Capital Management
Washington
$570K +$51K +1,414 +10%
LFG
581
Leverty Financial Group
Wisconsin
$568K +$234K +6,480 +75%
NCG
582
Newport Capital Group
New Jersey
$568K +$10.1K +281 +2%
KPWS
583
Kestra Private Wealth Services
Texas
$564K +$79.6K +2,205 +17%
SFS
584
Sowell Financial Services
Arkansas
$562K -$16.8K -466 -3%
WT
585
Whittier Trust
California
$560K
CL
586
Choreo LLC
Illinois
$550K +$532K +14,726 New
EAM
587
Evanson Asset Management
California
$549K +$3.94K +109 +0.8%
RWPA
588
Richard W. Paul & Associates
Michigan
$548K -$363K -10,052 -41%
AWM
589
Accel Wealth Management
Iowa
$546K
RFG
590
REAP Financial Group
Texas
$546K -$201K -5,568 -28%
FA
591
FSA Advisors
Michigan
$546K +$173K +4,779 +45%
FWM
592
Fairhaven Wealth Management
Illinois
$540K -$7.69K -213 -1%
YWM
593
Yoder Wealth Management
California
$537K
UAS
594
United Asset Strategies
New York
$536K +$38.5K +1,067 +8%
SOS
595
Silver Oak Securities
Tennessee
$534K +$484K +13,407 +1,766%
RJT
596
Raymond James Trust
Florida
$531K
TF
597
TLWM Financial
Texas
$527K -$40.8K -1,129 -7%
HCMG
598
Howard Capital Management Group
California
$524K
HIA
599
Harbor Investment Advisory
Maryland
$523K
AWM
600
Austin Wealth Management
Texas
$522K -$18.3K -508 -3%

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.