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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
MWM
726
Mission Wealth Management
California
$266K
C1AG
727
Client 1st Advisory Group
Florida
$265K
HKIMG
728
Hutchens & Kramer Investment Management Group
Indiana
$265K -$22.7K -629 -8%
EI
729
Ellevest Inc
New York
$263K
CIA
730
Cape Investment Advisory
Georgia
$262K -$36.4K -1,008 -13%
SSWM
731
Smith Salley Wealth Management
North Carolina
$258K
BFA
732
Beacon Financial Advisory
Ohio
$258K -$46.1K -1,277 -16%
CCA
733
Checchi Capital Advisers
California
$258K
BI
734
Ballast Inc
Kentucky
$257K +$13.6K +376 +6%
TIAM2
735
Tru Independence Asset Management 2
Oregon
$256K +$246K +6,814 New
USCWA
736
U.S. Capital Wealth Advisors
Texas
$255K -$2.46K -68 -1%
PFPT
737
Pinnacle Financial Partners (Tennessee)
Tennessee
$255K +$1.52K +42 +0.6%
AIFAIM
738
American Institute for Advanced Investment Management
Arizona
$253K
JIC
739
Johnson Investment Counsel
Ohio
$252K -$2.6K -72 -1%
LWM
740
Lodestone Wealth Management
Washington
$252K -$44.6K -1,235 -16%
HIP
741
HUB Investment Partners
Texas
$251K -$4.12K -114 -2%
GIA
742
GHP Investment Advisors
Colorado
$250K -$225K -6,221 -48%
FIM
743
Fernwood Investment Management
Massachusetts
$245K -$182K -5,050 -44%
FWM
744
FSA Wealth Management
Massachusetts
$245K +$235K +6,514 New
FFN
745
Focus Financial Network
Minnesota
$245K
TCM
746
Telos Capital Management
California
$242K -$8.41K -233 -3%
GKWIM
747
Gerber Kawasaki Wealth & Investment Management
California
$241K -$3.46K -96 -1%
PWM
748
Penobscot Wealth Management
Maine
$240K +$231K +6,397 New
NPI
749
New Perspectives Inc
Mississippi
$239K
PWM
750
Peterson Wealth Management
Nevada
$239K

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.