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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

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: 125 → 127 (+2)

1% more funds holding

Funds holding: 875 → 888 (+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
–

Top Buyers

Rank Fund Capital Flow
1
BEI
Benjamin Edwards Inc
Missouri
+$59.7M
2
Betterment LLC
Betterment LLC
New York
+$58.5M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$54.3M
4
HI
Horizon Investments
North Carolina
+$34.8M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$32.7M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$186M
2
SFC
Strategic Financial Concepts
Texas
-$48.6M
3
AssetMark Inc
AssetMark Inc
California
-$44.6M
4
OFS
OneAscent Financial Services
Alabama
-$27.2M
5
LPL Financial
LPL Financial
California
-$21.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
876
MB, Levis & Associates
Pennsylvania
$3.55K – – –
DFA
877
DHJJ Financial Advisors
Illinois
$3.41K – – –
LIA
878
Luken Investment Analytics
Tennessee
$3.04K -$361 -10 -11%
HFS
879
Hantz Financial Services
Michigan
$3K – – –
FCM
880
Fourpath Capital Management
Oklahoma
$2.93K +$2.82K +78 New
ADL
881
Asset Dedication LLC
California
$2.63K +$2.53K +70 New
BCM
882
Blume Capital Management
California
$2.4K +$2.31K +64 New
WAS
883
Winch Advisory Services
Wisconsin
$2.27K – – –
HCP
884
Hexagon Capital Partners
Arkansas
$1.95K – – –
RDFA
885
Ritter Daniher Financial Advisory
Ohio
$1.28K +$1.23K +34 New
CPA
886
Capital Performance Advisors
California
$751 +$722 +20 New
HI
887
Hoey Investments
Pennsylvania
$737 – – –
CMP
888
Coston McIsaac & Partners
Maine
$105 – – –
YAL
889
Your Advocates Ltd
Texas
$38 – – –
OWP
890
ORG Wealth Partners
Texas
$12 – – –
OFS
891
OneAscent Financial Services
Alabama
– -$27.2M -776,008 Closed
SL
892
Systelligence LLC
Minnesota
– -$5.48M -156,119 Closed
HF
893
HRT Financial
New York
– -$5.17M -147,280 Closed
CG
894
Caprock Group
Idaho
– -$1.96M -55,927 Closed
WEG
895
World Equity Group
Illinois
– -$1.36M -38,903 Closed
DWM
896
Drive Wealth Management
Utah
– -$1.11M -31,770 Closed
Millennium Management
897
Millennium Management
New York
– -$834K -23,761 Closed
CCAM
898
Codex Capital Asset Management
Texas
– -$732K -22,500 Closed
GS
899
GTS Securities
New York
– -$681K -19,413 Closed
BRWA
900
B. Riley Wealth Advisors
Florida
– -$592K -16,875 Closed
34 35
36
37 38

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.