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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
APWA
76
Atlas Private Wealth Advisors
New Jersey
$29.2M -$617K -17,225 -2%
FWI
77
Facet Wealth Inc
Maryland
$28.6M +$1.08M +30,193 +4%
IA
78
IFP Advisors
Florida
$28.1M +$3.9M +108,916 +15%
SEIA
79
Signature Estate & Investment Advisors
California
$27.9M +$51.6K +1,442 +0.2%
Wells Fargo
80
Wells Fargo
California
$27.7M +$1.6M +44,644 +6%
GF
81
Goodman Financial
Texas
$27.5M +$836K +23,341 +3%
AI
82
Auour Investments
Massachusetts
$27.1M +$1.43M +39,999 +6%
RWM
83
Reston Wealth Management
Virginia
$26.6M +$978K +27,301 +4%
OFS
84
OneAscent Financial Services
Alabama
$26.2M +$27.5M +766,967 New
BC
85
Brio Consultants
California
$25.9M +$1.71M +47,841 +7%
RI
86
Rinkey Investments
California
$25.6M -$361K -10,074 -1%
PMG
87
ProVise Management Group
Florida
$25.2M +$952K +26,598 +4%
CIM
88
Confluence Investment Management
Missouri
$25.1M -$4.15M -115,825 -14%
LA
89
Lifeworks Advisors
Michigan
$24.3M +$6.24M +174,180 +32%
GWAG
90
Garrett Wealth Advisory Group
Texas
$24.1M +$3.3M +92,151 +15%
HSWS
91
Higgins & Schmidt Wealth Strategies
Colorado
$23.7M -$529K -14,779 -2%
EFL
92
ERn Financial LLC
Wisconsin
$23.2M +$1.14M +31,933 +5%
JSL
93
JT Stratford LLC
Georgia
$23M -$2.05M -57,361 -8%
Cerity Partners
94
Cerity Partners
New York
$22.9M +$115K +3,215 +0.5%
FFM
95
Flagstone Financial Management
Nebraska
$22.6M +$963K +26,896 +4%
NEWAS
96
N.E.W. Advisory Services
Wisconsin
$22.6M -$1.25M -35,029 -5%
IWM
97
IHT Wealth Management
Illinois
$22.5M -$1.41M -39,498 -6%
PFA
98
Pure Financial Advisors
California
$21.3M -$211K -5,902 -0.9%
ACA
99
Aptus Capital Advisors
Alabama
$20.7M +$1.37M +38,168 +7%
CA
100
CGN Advisors
Kansas
$20.5M +$3.13M +87,278 +17%

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.