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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
MML Investors Services
51
MML Investors Services
Massachusetts
$48.6M +$5.39M +150,404 +12%
Charles Schwab
52
Charles Schwab
California
$48.4M -$3.17M -88,499 -6%
T
53
TrueFG
Texas
$47.4M +$2.44M +68,082 +5%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$46.4M +$400K +11,167 +0.8%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$44.2M +$765K +21,377 +2%
KW
56
KWB Wealth
California
$43.3M -$1.55M -43,194 -4%
HighTower Advisors
57
HighTower Advisors
Illinois
$42.1M +$4.58M +127,898 +12%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$42M +$2.2M +61,445 +5%
GA
59
Goldstein Advisors
Wisconsin
$41.1M +$19.2M +534,982 +80%
IWP
60
IAG Wealth Partners
Wisconsin
$41.1M +$2.99M +83,417 +7%
CCA
61
Clearwater Capital Advisors
Illinois
$38.1M +$51.4K +1,436 +0.1%
CC
62
Callan Capital
California
$35.6M -$1.33M -37,120 -3%
SWP
63
Stratos Wealth Partners
Ohio
$34.9M -$3.03M -84,574 -8%
GSIS
64
Global Strategic Investment Solutions
Arizona
$34.8M -$1.34M -37,551 -4%
BSWM
65
Boston Standard Wealth Management
Massachusetts
$34.1M +$1.13M +31,688 +3%
IWC
66
Integrated Wealth Concepts
Massachusetts
$33.3M +$1.89M +52,649 +6%
US Bancorp
67
US Bancorp
Minnesota
$32.6M +$2.3M +64,197 +7%
GRP
68
Global Retirement Partners
California
$32.5M +$1.31M +36,697 +4%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$32.1M +$3.46M +96,612 +12%
BP
70
Ballentine Partners
Massachusetts
$32.1M -$909K -25,393 -3%
BA
71
Bristlecone Advisors
Washington
$31.3M -$452K -12,612 -1%
WFPG
72
Waller Financial Planning Group
Ohio
$31.1M +$437K +12,211 +1%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$31M +$4.94M +137,935 +18%
MAS
74
Meeder Advisory Services
Ohio
$30.8M -$989K -27,634 -3%
MCM
75
MAI Capital Management
Ohio
$30.6M +$31.8M +889,092 +14,119%

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.