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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
O3W
751
Omni 360 Wealth
New Jersey
$294K +$107 +3 +0%
CPIG
752
Chicago Partners Investment Group
Illinois
$294K +$5.3K +148 +2%
WQ
753
Wealth Quarterback
New Jersey
$293K -$2.88M -80,535 -90%
FAM
754
Formidable Asset Management
Ohio
$289K -$120K -3,343 -28%
CP
755
Castleview Partners
Texas
$288K +$8.77K +245 +3%
RFW
756
Rainier Family Wealth
Washington
$287K +$301K +8,415 New
OBWG
757
Onyx Bridge Wealth Group
New York
$285K +$27K +755 +10%
SA
758
Sovran Advisors
California
$285K +$300K +8,381 New
MG
759
Mather Group
Illinois
$284K -$1.57K -44 -0.5%
VPF
760
Vantage Point Financial
Illinois
$283K +$297K +8,305 New
NA
761
Nottingham Advisors
New York
$283K -$132K -3,690 -31%
AIA
762
AssuredPartners Investment Advisors
Florida
$277K +$291K +8,128 New
AIFAIM
763
American Institute for Advanced Investment Management
Arizona
$277K +$49.9K +1,395 +21%
LCM
764
Liberty Capital Management
Michigan
$273K +$287K +8,012 New
QC
765
Quadrature Capital
United Kingdom
$273K +$287K +8,006 New
VFA
766
Valeo Financial Advisors
Indiana
$271K
WAM
767
WNY Asset Management
New York
$270K -$2.61K -73 -0.9%
SAMC
768
Spectrum Asset Management (California)
California
$270K +$36 +1 +0%
BAAM
769
Baker Avenue Asset Management
California
$270K
ML
770
McAdam LLC
Pennsylvania
$269K -$29.1K -814 -9%
ST
771
Sabal Trust
Florida
$267K -$15.2K -425 -5%
JWM
772
JGP Wealth Management
Oregon
$266K
NCM
773
Northwest Capital Management
Oregon
$265K -$50.3K -1,405 -15%
WCM
774
Wealthcare Capital Management
Virginia
$265K +$278K +7,774 New
HPC
775
HM Payson & Co
Maine
$265K

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.