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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
IF
701
Intrua Financial
Texas
$302K +$25.2K +698 +10%
CPIG
702
Chicago Partners Investment Group
Illinois
$302K +$578 +16 +0.2%
WAM
703
WNY Asset Management
New York
$300K -$25.7K -713 -8%
VFA
704
Valeo Financial Advisors
Indiana
$298K -$902 -25 -0.3%
SAMC
705
Spectrum Asset Management (California)
California
$298K
BWM
706
Brophy Wealth Management
New Hampshire
$297K +$285K +7,908 New
BAAM
707
Baker Avenue Asset Management
California
$297K
JWM
708
JGP Wealth Management
Oregon
$292K
HPC
709
HM Payson & Co
Maine
$292K
T
710
Tidemark
California
$287K -$227K -6,293 -45%
OBWG
711
Onyx Bridge Wealth Group
New York
$286K +$5.45K +151 +2%
TCA
712
Transcend Capital Advisors
New Jersey
$285K -$22.9K -634 -8%
FWM
713
Forza Wealth Management
Florida
$283K
LNWWM
714
Laird Norton Wetherby Wealth Management
California
$282K
JWCA
715
J.W. Cole Advisors
Florida
$281K -$252K -6,988 -48%
FWM
716
Fortress Wealth Management
California
$281K
AAS
717
Annex Advisory Services
Wisconsin
$279K -$3.1K -86 -1%
KP
718
Keel Point
Alabama
$278K
RIA
719
Retirement Investment Advisors
Oklahoma
$277K -$15.4K -428 -5%
MPW
720
MA Private Wealth
California
$272K
LW
721
Linscomb Wealth
Texas
$272K
WA
722
Wealth Architects
California
$270K
CA
723
Claro Advisors
Massachusetts
$269K -$1.77K -49 -0.7%
CCG
724
Capital CS Group
California
$268K +$3.5K +97 +1%
OFP
725
OLIO Financial Planning
Virginia
$267K

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.