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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
BWP
576
Balboa Wealth Partners
Arizona
$705K +$43.7K +1,221 +6%
BWG
577
Balanced Wealth Group
Ohio
$702K +$9.56K +267 +1%
AIM
578
Acropolis Investment Management
Missouri
$701K +$102K +2,859 +16%
SI
579
Stephens Inc
Arkansas
$690K +$81.3K +2,272 +13%
JSW
580
Journey Strategic Wealth
New Jersey
$688K -$157K -4,381 -18%
PFA
581
Professional Financial Advisors
Nebraska
$686K +$9.02K +252 +1%
MW
582
Maia Wealth
Colorado
$686K -$2.9K -81 -0.4%
Fisher Asset Management
583
Fisher Asset Management
Washington
$684K +$718K +20,042 New
ASN
584
Advisory Services Network
Georgia
$676K -$390K -10,905 -36%
UFA
585
Uptown Financial Advisors
Texas
$672K +$705K +19,703 New
MGIA
586
Moneta Group Investment Advisors
Missouri
$671K +$353K +9,846 +100%
AWA
587
Aletheian Wealth Advisors
Washington
$669K
TWP
588
Tempus Wealth Planning
California
$667K +$314K +8,779 +82%
BOH
589
Bank of Hawaii
Hawaii
$666K +$396K +11,059 +131%
CWA
590
CogentBlue Wealth Advisors
Tennessee
$665K +$698K +19,496 New
HNB
591
Huntington National Bank
Ohio
$664K
RWA
592
Rooted Wealth Advisors
Illinois
$662K +$16.7K +466 +2%
ZIM
593
Zacks Investment Management
Illinois
$658K +$11.5K +320 +2%
PWM
594
Penobscot Wealth Management
Maine
$657K +$460K +12,849 +201%
WP
595
WealthShield Partners
North Carolina
$652K -$18.4K -514 -3%
Franklin Resources
596
Franklin Resources
California
$651K
MFA
597
McClarren Financial Advisors
Pennsylvania
$643K +$60.7K +1,695 +10%
SWM
598
Stark Wealth Management
Pennsylvania
$637K +$668K +18,643 New
SSW
599
Stone Summit Wealth
Florida
$631K -$5.62K -157 -0.8%
KeyBank National Association
600
KeyBank National Association
Ohio
$620K +$9.7K +271 +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.