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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
SWP
601
Strategic Wealth Partners
Ohio
$521K +$23.9K +662 +5%
GWP
602
Gateway Wealth Partners
Wisconsin
$521K -$151K -4,189 -23%
ACM
603
Advisors Capital Management
New Jersey
$521K +$155K +4,306 +45%
ACM
604
Advance Capital Management
Michigan
$520K +$21.9K +606 +5%
Baird Financial Group
605
Baird Financial Group
Wisconsin
$516K -$741K -20,517 -60%
KC
606
Kingfisher Capital
North Carolina
$514K
ASW
607
Astoria Strategic Wealth
Texas
$514K -$61.1K -1,694 -11%
ATC
608
Argent Trust Co
Tennessee
$513K -$13.6K -376 -3%
AIM
609
Anchor Investment Management
South Carolina
$513K
RLWM
610
RF&L Wealth Management
Massachusetts
$513K -$12.5K -345 -2%
LF
611
Lantz Financial
Illinois
$513K -$2.6K -72 -0.5%
PIWA
612
Prevail Innovative Wealth Advisors
Kansas
$504K +$12.6K +348 +3%
GWS
613
Glassman Wealth Services
Virginia
$500K +$3.68K +102 +0.8%
CWA
614
Canvas Wealth Advisors
Kansas
$490K -$12.6K -350 -3%
SFP
615
Shepherd Financial Partners
Massachusetts
$488K
CPA
616
Cardiff Park Advisors
California
$485K +$17.8K +494 +4%
DWM
617
Dopkins Wealth Management
New York
$484K -$18K -500 -4%
CFG
618
Copley Financial Group
California
$483K +$464K +12,850 New
HCMT
619
Highland Capital Management (Tennessee)
Tennessee
$480K
RFA
620
Resurgent Financial Advisors
Georgia
$480K -$60K -1,662 -12%
PFG
621
Prosperity Financial Group
California
$478K -$6.03K -167 -1%
PWM
622
Perigon Wealth Management
California
$478K -$42.5K -1,177 -8%
BJL
623
Brighton Jones LLC
Washington
$477K -$16.5K -458 -3%
AT
624
American Trust
Kentucky
$474K -$32.3K -894 -7%
GFP
625
Gryphon Financial Partners
Ohio
$471K +$36.6K +1,015 +9%

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.