We are live on ! Find out more
SPDW icon

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
CCWM
776
Cassaday & Co Wealth Management
Virginia
$262K -$21.1K -588 -7%
MCM
777
M1 Capital Management
Michigan
$260K +$272K +7,608 New
FWM
778
Forza Wealth Management
Florida
$258K
PFA
779
Portland Financial Advisors
New York
$257K +$270K +7,540 New
WANY
780
Wealthspire Advisors (New York)
New York
$257K +$69.6K +1,944 +35%
LNWWM
781
Laird Norton Wetherby Wealth Management
California
$256K
FWM
782
Fortress Wealth Management
California
$256K
OFP
783
OLIO Financial Planning
Virginia
$254K -$14.5K -404 -5%
KWM
784
Keebeck Wealth Management
Illinois
$253K +$266K +7,422 New
MC
785
Moors & Cabot
Massachusetts
$253K +$266K +7,419 New
MBFW
786
Morton Brown Family Wealth
Pennsylvania
$253K +$265K +7,407 New
LW
787
Linscomb Wealth
Texas
$250K +$2.97K +83 +1%
CA
788
Claro Advisors
Massachusetts
$249K +$4.55K +127 +2%
MPW
789
MA Private Wealth
California
$247K
WA
790
Wealth Architects
California
$245K
BCG
791
Bravias Capital Group
New Jersey
$244K +$246K +6,860 New
MSFS
792
Main Street Financial Solutions
Pennsylvania
$244K -$149K -4,148 -37%
RW
793
REDW Wealth
New Mexico
$244K -$35.3K -987 -12%
MWM
794
Mission Wealth Management
California
$242K
BI
795
Ballast Inc
Kentucky
$242K +$9.2K +257 +4%
C1AG
796
Client 1st Advisory Group
Florida
$241K
FWM
797
FSA Wealth Management
Massachusetts
$240K +$18.2K +508 +8%
EI
798
Ellevest Inc
New York
$239K
TFP
799
Traction Financial Partners
Wyoming
$239K +$40K +1,117 +19%
VT
800
Vise Technologies
New York
$237K +$248K +6,940 New

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.