We are live on ! Find out more
SPDW icon

State Street SPDR Portfolio Developed World ex-US ETF

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: 125127 (+2)

1% more funds holding

Funds holding: 875888 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$31.3M +$1.36M +37,657 +5%
SEIA
77
Signature Estate & Investment Advisors
California
$30.6M -$4.94M -136,938 -14%
GF
78
Goodman Financial
Texas
$29.4M +$470K +13,023 +2%
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$28.9M +$1.59M +43,961 +6%
Wells Fargo
80
Wells Fargo
California
$28.8M +$1.98M +54,876 +8%
RI
81
Rinkey Investments
California
$28.5M -$8.71M -241,235 -24%
RWM
82
Reston Wealth Management
Virginia
$28.2M +$423K +11,707 +2%
FWI
83
Facet Wealth Inc
Maryland
$27.4M +$286K +7,910 +1%
JSL
84
JT Stratford LLC
Georgia
$27.4M +$845K +23,412 +3%
IA
85
IFP Advisors
Florida
$26.8M +$1.83M +50,626 +8%
BC
86
Brio Consultants
California
$26.8M +$162K +4,496 +0.6%
PMG
87
ProVise Management Group
Florida
$26.7M +$937K +25,954 +4%
HSWS
88
Higgins & Schmidt Wealth Strategies
Colorado
$26.6M +$1.64M +45,410 +7%
IWM
89
IHT Wealth Management
Illinois
$26.2M -$8.01M -221,911 -24%
NEWAS
90
N.E.W. Advisory Services
Wisconsin
$26.2M -$472K -13,064 -2%
AI
91
Auour Investments
Massachusetts
$26.1M -$2.96M -82,127 -10%
GA
92
Goldstein Advisors
Wisconsin
$25.2M +$9.57M +265,123 +65%
Cerity Partners
93
Cerity Partners
New York
$25.1M -$338K -9,354 -1%
EFL
94
ERn Financial LLC
Wisconsin
$24.4M +$1.11M +30,751 +5%
FFM
95
Flagstone Financial Management
Nebraska
$23.9M +$413K +11,450 +2%
PFA
96
Pure Financial Advisors
California
$23.7M -$663K -18,377 -3%
GWAG
97
Garrett Wealth Advisory Group
Texas
$23.1M +$1M +27,705 +5%
MFG
98
Merit Financial Group
Georgia
$21.5M -$2.97M -82,411 -13%
ACA
99
Aptus Capital Advisors
Alabama
$21.4M +$1.63M +45,254 +9%
GWM
100
Geneos Wealth Management
Colorado
$20.8M +$1.02M +28,289 +5%

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.