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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
KFI
601
Key Financial Inc
Pennsylvania
$618K +$21K +587 +3%
AWG
602
Altus Wealth Group
Colorado
$614K -$6.55K -183 -1%
PC
603
Port Capital
Illinois
$614K
CFS
604
Cannon Financial Strategists
Georgia
$609K +$680 +19 +0.1%
AFAS
605
Acorn Financial Advisory Services
Virginia
$609K -$32K -893 -5%
GJIA
606
Glass Jacobson Investment Advisors
Maryland
$609K +$14.3K +400 +2%
WGC
607
Watts Gwilliam & Co
Arizona
$604K
PIWA
608
Prevail Innovative Wealth Advisors
Kansas
$603K +$152K +4,233 +32%
MHS
609
M Holdings Securities
Oregon
$599K
SAI
610
Savvy Advisors Inc
New York
$598K +$41.6K +1,161 +7%
VPIM
611
Vanguard Personalized Indexing Management
California
$586K
JHCP
612
Jackson Hole Capital Partners
Oklahoma
$586K +$614K +17,157 New
LK
613
Lumbard & Kellner
New Hampshire
$585K -$220K -6,140 -26%
PFG
614
Prospect Financial Group
Virginia
$584K +$612K +17,106 New
PA
615
PFG Advisors
Arizona
$582K -$80.2K -2,241 -12%
SPAS
616
Spectrum Planning & Advisory Services
California
$576K +$2.11K +59 +0.4%
SWP
617
Strategic Wealth Partners
Ohio
$575K +$63.2K +1,766 +13%
RIM
618
Redwood Investment Management
Arizona
$569K +$22.6K +630 +4%
LCM
619
LVM Capital Management
Michigan
$568K
LWM
620
Laidlaw Wealth Management
New York
$559K +$6.01K +168 +1%
CPCP
621
Cedar Point Capital Partners
Iowa
$555K -$33.7K -941 -5%
BDF
622
Black Diamond Financial
Maryland
$553K +$581K +16,214 New
PS
623
Principal Securities
Iowa
$552K +$21.8K +609 +4%
TCM
624
Triumph Capital Management
Colorado
$552K -$120K -3,350 -17%
SPIA
625
Steward Partners Investment Advisory
New York
$552K +$21.8K +610 +4%

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.