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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
SMC
651
Smith, Moore & Co
Missouri
$402K
LWL
652
Leo Wealth LLC
Texas
$394K
FZCM
653
Flynn Zito Capital Management
New York
$391K -$4.19K -116 -1%
BFA
654
Beaumont Financial Advisors
Massachusetts
$389K -$12.1K -334 -3%
MPM
655
Meritage Portfolio Management
Kansas
$388K +$43K +1,192 +13%
CAS
656
Coppell Advisory Solutions
Texas
$383K -$114K -3,155 -24%
MFT
657
Moisand Fitzgerald Tamayo
Florida
$381K -$80.4K -2,228 -18%
LCC
658
Lincoln Capital Corp
Rhode Island
$378K
RCM
659
Richardson Capital Management
Wisconsin
$376K
SSA
660
Sierra Summit Advisors
Nevada
$376K +$361K +10,000 New
BC
661
Burney Company
Virginia
$374K
OCM
662
Orleans Capital Management
Louisiana
$371K
MGIA
663
Moneta Group Investment Advisors
Missouri
$369K -$24.4K -677 -6%
NHC
664
Nicholas Hoffman & Company
Georgia
$368K
AWA
665
Acorn Wealth Advisors
Michigan
$368K +$12.3K +340 +4%
AWA
666
Alta Wealth Advisors
Massachusetts
$364K -$21.9K -608 -6%
Wealthfront Advisers
667
Wealthfront Advisers
California
$362K -$15.2K -422 -4%
CFP
668
Cypress Financial Planning
New Jersey
$362K +$722 +20 +0.2%
PP
669
Pacifica Partners
Canada
$362K -$17.3K -480 -5%
SW
670
SlateStone Wealth
Florida
$357K +$1.08K +30 +0.3%
SM
671
Sensible Money
Arizona
$352K
MW
672
MBL Wealth
North Carolina
$351K
MGW
673
MB Generational Wealth
Washington
$350K
WIM
674
WealthPlan Investment Management
Nebraska
$349K +$336K +9,296 New
RPGK
675
Retirement Planning Group (Kansas)
Kansas
$348K -$1.91K -53 -0.6%

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.