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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
VA
126
Valmark Advisers
Ohio
$14.6M -$20.8K -584 -0.1%
GAG
127
GM Advisory Group
New York
$14.4M -$447K -12,569 -3%
GA
128
Goldstein Advisors
Wisconsin
$14.2M +$318K +8,948 +2%
DJSG
129
D.J. St. Germain
Massachusetts
$14.1M -$1.07M -29,971 -7%
SFP
130
Strategic Financial Partners
Oregon
$14M +$280K +7,866 +2%
BHB
131
Bank Hapoalim BM
Israel
$13.5M
WA
132
Waverly Advisors
Alabama
$13.4M +$412K +11,591 +3%
SFP
133
Strategic Financial Planning
Texas
$13.3M +$1.18M +33,102 +10%
RA
134
RFG Advisory
Alabama
$12.7M +$697K +19,603 +6%
TC
135
Trilogy Capital
California
$12.6M +$1.34M +37,649 +12%
IWP
136
Invenio Wealth Partners
Florida
$12.6M +$1.43M +40,186 +13%
VCM
137
Vivaldi Capital Management
Illinois
$12.4M +$108K +3,032 +0.9%
Corient Private Wealth
138
Corient Private Wealth
Florida
$12.1M -$481K -13,513 -4%
LA
139
Lifeworks Advisors
Michigan
$12M +$2.63M +73,813 +27%
BFG
140
Berger Financial Group
Minnesota
$12M +$2.46M +69,179 +25%
RJA
141
Raymond James & Associates
Florida
$11.8M +$561K +15,785 +5%
SCA
142
Snowden Capital Advisors
New York
$11.7M +$320K +8,991 +3%
DWM
143
Diversify Wealth Management
Utah
$11.7M +$12.3M +346,696 New
PA
144
Procyon Advisors
Connecticut
$11.6M +$4.47M +125,643 +61%
BCI
145
Brinker Capital Investments
Pennsylvania
$11.6M +$610K +17,161 +5%
OPS
146
Orion Portfolio Solutions
Nebraska
$11.6M +$610K +17,161 +5%
LWMI
147
Landmark Wealth Management (Illinois)
Illinois
$11.5M +$11.7M +328,101 New
MAV
148
Mason & Associates (Virginia)
Virginia
$11.5M +$11.7M +327,942 New
KWM
149
Kingsview Wealth Management
Oregon
$11.2M +$232K +6,534 +2%
RA
150
Rodgers & Associates
Pennsylvania
$11.2M +$282K +7,942 +3%

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.