State Street SPDR Portfolio Developed World ex-US ETF
SPDW
842 hedge funds and large institutions have $14.8B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 324 increasing their positions, 278 reducing their positions, and 43 closing their positions.
228% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 43
17% more funds holding in top 10
Funds holding in top 10: 102 → 119 (+17)
17% more repeat investments, than reductions
Existing positions increased: 324 | Existing positions reduced: 278
15% more capital invested
Capital invested by funds: $12.9B → $14.8B (+$1.93B)
11% more funds holding
Funds holding: 757 → 842 (+85)
0.36% less ownership
Funds ownership: 81.94% → 81.58% (-0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$151M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$128M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$112M |
| 4 |
LPL Financial
San Diego,
California
|
+$71.3M |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$71.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
-$245M |
| 2 |
Jane Street
New York
|
-$127M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$110M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$73.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$48.1M |
SPDW Hedge Fund Activity: Q4 2023 in Review
842 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q4 2023, worth a combined $14.8B — up 15% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new SPDW positions and 43 closed out — a net gain of 98 holders — while 324 added to existing stakes and 278 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $151M. The largest seller was Edmonds Duncan Registered Investment Advisors, cutting an estimated $245M.
- 842 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q4 2023, up from 757 in Q3 2023.
- Funds reported $14.8B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 141 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q4 2023 and 43 closed out, a net change of +98 holders.
- The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q4 2023 was Morgan Stanley, an estimated $151M added.
- The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q4 2023 was Edmonds Duncan Registered Investment Advisors, an estimated $245M sold.
Based on aggregated 13F filings for Q4 2023.