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State Street SPDR Portfolio Developed World ex-US ETF

875 hedge funds and large institutions have $16B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 421 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,600% more call options, than puts

Call options by funds: $137K | Put options by funds: $1K

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

69% more repeat investments, than reductions

Existing positions increased: 421 | Existing positions reduced: 249

12% more funds holding in top 10

Funds holding in top 10: 112125 (+13)

3% more funds holding

Funds holding: 850875 (+25)

0.69% more ownership

Funds ownership: 79.14%79.82% (+0.69%)

1% more capital invested

Capital invested by funds: $15.9B → $16B (+$104M)

Holders
875
Holders Change
+25
Holders Change %
+2.94%
% of All Funds
12.64%
Holding in Top 10
125
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.61%
% of All Funds
1.81%
New
73
Increased
421
Reduced
249
Closed
34
Calls
$137K
Puts
$1K
Net Calls
+$136K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
701
Lodestone Wealth Management
Washington
$279K -$17.8K -501 -6%
SAMC
702
Spectrum Asset Management (California)
California
$278K +$1.28K +36 +0.5%
Citadel Advisors
703
Citadel Advisors
Florida
$277K -$10.8M -302,660 -97%
BAAM
704
Baker Avenue Asset Management
California
$277K
TWP
705
Tempus Wealth Planning
California
$277K +$281K +7,888 New
VCP
706
Verus Capital Partners
Arizona
$274K +$73.7K +2,071 +36%
RIA
707
Retirement Investment Advisors
Oklahoma
$273K +$277K +7,791 New
JWM
708
JGP Wealth Management
Oregon
$273K
HPC
709
HM Payson & Co
Maine
$272K
HKIMG
710
Hutchens & Kramer Investment Management Group
Indiana
$271K +$11.3K +319 +4%
TP
711
Tranquility Partners
Tennessee
$269K
OFP
712
OLIO Financial Planning
Virginia
$267K
FWM
713
Forza Wealth Management
Florida
$265K
AAS
714
Annex Advisory Services
Wisconsin
$264K -$11.8K -332 -4%
Tudor Investment Corp
715
Tudor Investment Corp
Connecticut
$264K +$267K +7,514 New
LNWWM
716
Laird Norton Wetherby Wealth Management
California
$263K
FWM
717
Fortress Wealth Management
California
$263K
OBWG
718
Onyx Bridge Wealth Group
New York
$262K -$3.77K -106 -1%
KP
719
Keel Point
Alabama
$261K +$263K +7,392 New
TPA
720
Trivium Point Advisory
Connecticut
$261K +$264K +7,430 New
IF
721
Intrua Financial
Texas
$257K -$4.11M -115,588 -94%
MPW
722
MA Private Wealth
California
$254K
LW
723
Linscomb Wealth
Texas
$254K +$3.73K +105 +1%
CA
724
Claro Advisors
Massachusetts
$253K -$10.9K -307 -4%
WA
725
Wealth Architects
California
$252K

SPDW Hedge Fund Activity: Q2 2024 in Review

875 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2024, worth a combined $16B — up 0.66% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPDW positions and 34 closed out — a net gain of 39 holders — while 421 added to existing stakes and 249 trimmed.

The largest buyer was State Street, adding an estimated $155M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $178M.

  • 875 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2024, up from 850 in Q1 2024.
  • Funds reported $16B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2024, up 0.66% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2024 and 34 closed out, a net change of +39 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2024 was State Street, an estimated $155M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2024 was Signature Estate & Investment Advisors, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2024.