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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
VWM
776
Valley Wealth Managers
New Jersey
$172K
SWM
777
Sanctuary Wealth Management
Idaho
$168K
CJ
778
Caitlin John
Michigan
$166K -$50.3K -1,394 -23%
VAG
779
VisionPoint Advisory Group
Texas
$162K -$238K -6,584 -60%
Deutsche Bank
780
Deutsche Bank
Germany
$152K
FG
781
Fairman Group
Pennsylvania
$152K -$48.8K -1,351 -25%
Bank of Montreal
782
Bank of Montreal
Ontario, Canada
$150K -$62.2K -1,724 -30%
AIA
783
Arcadia Investment Advisors
Idaho
$121K
NP
784
NorthRock Partners
Minnesota
$120K
CIBC Private Wealth Group
785
CIBC Private Wealth Group
Georgia
$118K -$35.4K -980 -24%
MFA
786
Morling Financial Advisors
California
$114K
WIM
787
Westside Investment Management
California
$108K -$4.62K -128 -4%
FFA
788
Founders Financial Alliance
North Carolina
$102K
EWM
789
Evermay Wealth Management
Virginia
$100K
WPW
790
Waldron Private Wealth
Pennsylvania
$95.1K +$91.4K +2,532 New
CHA
791
Carmichael Hill & Associates
Maryland
$91.6K
AWM
792
Abound Wealth Management
Tennessee
$91.1K +$2.24K +62 +3%
FGC
793
Financial Gravity Companies
Texas
$90.4K +$86.9K +2,408 New
CFD
794
Creative Financial Designs
Indiana
$84.9K +$1.52K +42 +2%
BCWM
795
Bartlett & Co Wealth Management
Ohio
$82.9K
AGWCA
796
Annis Gardner Whiting Capital Advisors
Florida
$82.5K
PP
797
PrairieView Partners
Minnesota
$79K +$1.73K +48 +2%
W
798
WealthCollab
Washington
$78.9K +$1.77K +49 +2%
TRCT
799
Tower Research Capital (TRC)
New York
$75.3K -$570K -15,791 -89%
ACM
800
Accent Capital Management
Ohio
$75.1K

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.