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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
VA
126
Valmark Advisers
Ohio
$14.7M +$535K +14,940 +4%
TVAMP
127
Tennessee Valley Asset Management Partners
Tennessee
$14.4M +$2.39M +66,876 +19%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$14.3M -$169K -4,730 -1%
BFG
129
Berger Financial Group
Minnesota
$14.2M +$1.67M +46,603 +13%
PA
130
Procyon Advisors
Connecticut
$14.1M +$2.35M +65,618 +19%
WA
131
Waverly Advisors
Alabama
$13.8M +$217K +6,065 +2%
LSAG
132
Lake Street Advisors Group
New Hampshire
$13.7M -$2.95M -82,252 -17%
PMFA
133
Plante Moran Financial Advisors
Michigan
$13.5M -$860K -24,028 -6%
RA
134
RFG Advisory
Alabama
$13.2M +$918K +25,625 +7%
GAG
135
GM Advisory Group
New York
$13.1M -$711K -19,845 -5%
BHB
136
Bank Hapoalim BM
Israel
$13.1M
JFG
137
JDM Financial Group
Texas
$13.1M +$1.73M +48,180 +14%
MAWA
138
Moss Adams Wealth Advisors
Washington
$13M -$52.9K -1,478 -0.4%
SFP
139
Strategic Financial Planning
Texas
$12.9M +$764K +21,331 +6%
WI
140
WrapManager Inc
California
$12.7M +$1.15M +32,244 +10%
AF
141
Abound Financial
California
$12.6M +$13.2M +370,015 New
CAC
142
Certified Advisory Corp
Florida
$12.6M +$108K +3,015 +0.8%
DJSG
143
D.J. St. Germain
Massachusetts
$12.5M -$585K -16,326 -4%
MAV
144
Mason & Associates (Virginia)
Virginia
$12.4M +$784K +21,887 +6%
IWP
145
Invenio Wealth Partners
Florida
$12.2M -$390K -10,881 -3%
FDDB
146
Fidelity D&D Bancorp
Pennsylvania
$12.1M +$1.99M +55,512 +19%
SCA
147
Snowden Capital Advisors
New York
$12.1M +$240K +6,710 +2%
WAOI
148
Wealth Advisors of Iowa
Iowa
$12M +$428K +11,955 +4%
AIM
149
Advyzon Investment Management
Illinois
$11.9M +$12.5M +349,134 New
RA
150
Rodgers & Associates
Pennsylvania
$11.7M +$1.05M +29,413 +9%

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.