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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
T
51
TrueFG
Texas
$49.6M +$2.48M +68,746 +5%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$47.9M +$988K +27,368 +2%
MML Investors Services
53
MML Investors Services
Massachusetts
$47.9M -$903K -25,015 -2%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$43.9M -$1.09M -30,174 -3%
IWP
55
IAG Wealth Partners
Wisconsin
$42.1M +$1.07M +29,618 +3%
KW
56
KWB Wealth
California
$42M -$13M -359,542 -23%
CCA
57
Clearwater Capital Advisors
Illinois
$41.8M +$984K +27,250 +3%
SWP
58
Stratos Wealth Partners
Ohio
$41.6M -$646K -17,907 -2%
HighTower Advisors
59
HighTower Advisors
Illinois
$41.6M -$669K -18,536 -2%
CC
60
Callan Capital
California
$40.6M +$255K +7,076 +0.7%
GSIS
61
Global Strategic Investment Solutions
Arizona
$39.8M -$789K -21,870 -2%
BSWM
62
Boston Standard Wealth Management
Massachusetts
$36.3M +$905K +25,076 +3%
BP
63
Ballentine Partners
Massachusetts
$36.3M +$123K +3,409 +0.4%
BIP
64
Blueprint Investment Partners
North Carolina
$36M +$441K +12,214 +1%
KAS
65
Kestra Advisory Services
Texas
$35.7M +$1.21M +33,444 +4%
MAS
66
Meeder Advisory Services
Ohio
$34.9M -$271K -7,494 -0.8%
BA
67
Bristlecone Advisors
Washington
$34.9M -$360K -9,980 -1%
IWC
68
Integrated Wealth Concepts
Massachusetts
$34.6M +$985K +27,280 +3%
GRP
69
Global Retirement Partners
California
$34.4M +$916K +25,374 +3%
EDRIA
70
Edmonds Duncan Registered Investment Advisors
Kansas
$34M +$1.95M +53,903 +6%
WFPG
71
Waller Financial Planning Group
Ohio
$33.8M +$66.1K +1,830 +0.2%
US Bancorp
72
US Bancorp
Minnesota
$33.5M +$780K +21,619 +2%
APWA
73
Atlas Private Wealth Advisors
New Jersey
$32.7M -$9.5M -263,110 -23%
CIM
74
Confluence Investment Management
Missouri
$32M +$1.09M +30,313 +4%
HF
75
Halpern Financial
Virginia
$31.4M +$1.47M +40,609 +5%

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.