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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
SAM
676
Sequent Asset Management
Texas
$414K
KFS
677
Kelly Financial Services
Massachusetts
$409K -$267K -7,448 -38%
IFPG
678
Intrepid Financial Planning Group
Indiana
$409K +$134K +3,745 +46%
PFA
679
Pinnacle Family Advisors
Missouri
$407K +$3.54K +99 +0.8%
CCA
680
Conservest Capital Advisors
Pennsylvania
$406K -$8.31K -232 -2%
KCPG
681
Kavar Capital Partners Group
Kansas
$406K
4A
682
4Wealth Advisors
Illinois
$404K +$424K +11,849 New
CAS
683
Coppell Advisory Solutions
Texas
$401K +$56.9K +1,590 +16%
HC
684
Hurley Capital
New York
$394K +$412K +11,504 New
MCA
685
MSH Capital Advisors
Arizona
$391K -$37.5K -1,048 -8%
FFG
686
Fortem Financial Group
California
$390K
IWA
687
IVC Wealth Advisors
Pennsylvania
$387K +$3.69K +103 +0.9%
WSWA
688
Warren Street Wealth Advisors
California
$385K +$4.8K +134 +1%
OSNBOA
689
Old Second National Bank of Aurora
Illinois
$385K +$112K +3,127 +38%
PP
690
Pacifica Partners
Canada
$385K +$59.6K +1,665 +17%
IIC
691
Integrated Investment Consultants
Michigan
$382K
HCMG
692
Howard Capital Management Group
California
$382K -$98K -2,738 -20%
SWP
693
Sagespring Wealth Partners
Tennessee
$379K +$397K +11,098 New
BJL
694
Brighton Jones LLC
Washington
$379K -$57.4K -1,602 -13%
PCM
695
Peirce Capital Management
Texas
$374K
OC
696
Optima Capital
Oregon
$371K +$389K +10,861 New
HPFG
697
Hart & Patterson Financial Group
Massachusetts
$370K +$388K +10,843 New
WIM
698
WealthPlan Investment Management
Nebraska
$369K +$54.3K +1,517 +16%
SMC
699
Smith, Moore & Co
Missouri
$365K
IFPL
700
Investments & Financial Planning LLC
Kentucky
$360K -$9.7K -271 -3%

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.