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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
OA
876
Operose Advisors
Wisconsin
$64.1K +$61.8K +1,726 +1,143%
CIR
877
Clear Investment Research
Georgia
$64K +$23K +642 +52%
BWL
878
Bogart Wealth LLC
Virginia
$61.6K +$179 +5 +0.3%
VWM
879
Valley Wealth Managers
New Jersey
$60.4K -$101K -2,820 -61%
RIL
880
Rothschild Investment LLC
Illinois
$59.8K
CFGS
881
Concourse Financial Group Securities
Alabama
$58.2K
FRA
882
Front Row Advisors
California
$51.3K +$10.7K +300 +25%
NC
883
NewSquare Capital
Pennsylvania
$44.9K +$47.1K +1,316 New
WA
884
WPG Advisers
Maryland
$44.8K +$47K +1,314 New
CFD
885
Creative Financial Designs
Indiana
$42.2K -$36.7K -1,025 -45%
BFS
886
Bare Financial Services
Pennsylvania
$41.3K
SHF
887
Safe Harbor Fiduciary
Florida
$40.3K +$1.29K +36 +3%
CTWM
888
Cherry Tree Wealth Management
Minnesota
$38.2K
BlackRock
889
BlackRock
New York
$37.5K -$17.1K -477 -30%
SFCL
890
Strengthening Families & Communities LLC
Massachusetts
$37K +$537 +15 +1%
PPWM
891
PFG Private Wealth Management
Florida
$37K -$3.19K -89 -8%
BA
892
Bellwether Advisors
Nebraska
$36.3K +$38.1K +1,064 New
FFA
893
Frazier Financial Advisors
Ohio
$36.2K +$430 +12 +1%
TAM
894
Tucker Asset Management
Colorado
$36.2K -$251 -7 -0.7%
RAM
895
Riggs Asset Management
Pennsylvania
$35.7K
SWC
896
Spectrum Wealth Counsel
Indiana
$31.2K -$14.5K -404 -31%
FPB
897
First PREMIER Bank
South Dakota
$31K
GWANC
898
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.3K +$30.8K +859 New
IWM
899
IMG Wealth Management
Florida
$29.2K +$30.6K +855 New
MG
900
MilWealth Group
Wisconsin
$29K

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.