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State Street SPDR Portfolio Developed World ex-US ETF

875 hedge funds and large institutions have $16B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 421 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,600% more call options, than puts

Call options by funds: $137K | Put options by funds: $1K

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

69% more repeat investments, than reductions

Existing positions increased: 421 | Existing positions reduced: 249

12% more funds holding in top 10

Funds holding in top 10: 112125 (+13)

3% more funds holding

Funds holding: 850875 (+25)

0.69% more ownership

Funds ownership: 79.14%79.82% (+0.69%)

1% more capital invested

Capital invested by funds: $15.9B → $16B (+$104M)

Holders
875
Holders Change
+25
Holders Change %
+2.94%
% of All Funds
12.64%
Holding in Top 10
125
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.61%
% of All Funds
1.81%
New
73
Increased
421
Reduced
249
Closed
34
Calls
$137K
Puts
$1K
Net Calls
+$136K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
EDRIA
76
Edmonds Duncan Registered Investment Advisors
Kansas
$29.9M -$728K -20,480 -2%
CIM
77
Confluence Investment Management
Missouri
$28.8M +$26.1M +732,781 +819%
AI
78
Auour Investments
Massachusetts
$28.2M +$472K +13,276 +2%
HF
79
Halpern Financial
Virginia
$28.1M +$2.15M +60,337 +8%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$27.9M -$3.7M -104,108 -12%
OFS
81
OneAscent Financial Services
Alabama
$27.2M -$3.2M -89,960 -10%
FWI
82
Facet Wealth Inc
Maryland
$27M -$1.93M -54,368 -7%
GF
83
Goodman Financial
Texas
$27M +$1.18M +33,047 +4%
RWM
84
Reston Wealth Management
Virginia
$26M +$724K +20,361 +3%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$25.4M +$1.78M +50,161 +7%
Wells Fargo
86
Wells Fargo
California
$25M +$1.33M +37,489 +6%
NEWAS
87
N.E.W. Advisory Services
Wisconsin
$24.9M -$9.56M -268,666 -27%
BC
88
Brio Consultants
California
$24.8M -$75.3K -2,117 -0.3%
JSL
89
JT Stratford LLC
Georgia
$24.8M +$2.78M +78,050 +12%
PMG
90
ProVise Management Group
Florida
$24.1M +$1.98M +55,549 +9%
Cerity Partners
91
Cerity Partners
New York
$23.7M +$1.02M +28,725 +4%
HSWS
92
Higgins & Schmidt Wealth Strategies
Colorado
$23.3M +$526K +14,779 +2%
IA
93
IFP Advisors
Florida
$23.2M +$2.44M +68,588 +12%
MFG
94
Merit Financial Group
Georgia
$23M +$1.14M +32,114 +5%
PFA
95
Pure Financial Advisors
California
$22.8M -$695K -19,530 -3%
FFM
96
Flagstone Financial Management
Nebraska
$21.9M +$355K +9,968 +2%
EFL
97
ERn Financial LLC
Wisconsin
$21.7M +$2.32M +65,277 +12%
GWAG
98
Garrett Wealth Advisory Group
Texas
$20.6M +$1.76M +49,363 +9%
GLA
99
Great Lakes Advisors
Illinois
$20.2M -$3.69M -103,649 -15%
NA
100
NewEdge Advisors
Louisiana
$19.8M +$5.61M +157,755 +39%

SPDW Hedge Fund Activity: Q2 2024 in Review

875 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2024, worth a combined $16B — up 0.66% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPDW positions and 34 closed out — a net gain of 39 holders — while 421 added to existing stakes and 249 trimmed.

The largest buyer was State Street, adding an estimated $155M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $178M.

  • 875 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2024, up from 850 in Q1 2024.
  • Funds reported $16B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2024, up 0.66% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2024 and 34 closed out, a net change of +39 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2024 was State Street, an estimated $155M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2024 was Signature Estate & Investment Advisors, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2024.