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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
BCM
151
Brookstone Capital Management
Illinois
$11.1M -$2.25M -63,366 -17%
JFG
152
JDM Financial Group
Texas
$10.9M +$966K +27,148 +10%
HFS
153
Horizon Financial Services
North Carolina
$10.6M +$309K +8,674 +3%
VAF
154
Values Added Financial
District of Columbia
$10.5M +$669K +18,816 +7%
SWMG
155
Sanchez Wealth Management Group
Florida
$10.4M +$2.89M +81,143 +38%
Truist Financial
156
Truist Financial
North Carolina
$10.4M -$128M -3,587,791 -92%
GCA
157
Gradient Capital Advisors
California
$10.2M +$42K +1,182 +0.4%
SFM
158
Signet Financial Management
New Jersey
$9.99M +$4.01M +112,705 +65%
BCM
159
Boltwood Capital Management
California
$9.88M -$222K -6,245 -2%
SFI
160
SPC Financial Inc
Maryland
$9.79M +$505K +14,206 +5%
FDDB
161
Fidelity D&D Bancorp
Pennsylvania
$9.75M -$36.1K -1,014 -0.4%
DC
162
Dorval Corp
Minnesota
$9.58M +$249K +7,003 +3%
PCA
163
Prosperity Capital Advisors
Ohio
$9.58M +$910K +25,577 +10%
ICMP
164
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.56M -$144K -4,040 -1%
IWMA
165
Ironwood Wealth Management (Arizona)
Arizona
$9.47M -$400K -11,241 -4%
WI
166
WrapManager Inc
California
$9.4M +$9.96K +280 +0.1%
MERSOM
167
Municipal Employees' Retirement System of Michigan
Michigan
$9.37M +$9.5M +267,051 New
PA
168
Probity Advisors
Texas
$9.35M +$1.07M +29,970 +13%
DAS
169
Diversify Advisory Services
Utah
$9.3M -$6.2M -174,439 -40%
RBC
170
Roble Belko & Company
Pennsylvania
$9.12M +$9.24M +259,870 New
SW
171
Simplicity Wealth
New Jersey
$9.11M +$711K +19,986 +8%
HI
172
Harbour Investments
Wisconsin
$8.89M +$2.47M +69,331 +38%
CFP
173
Cascade Financial Partners
California
$8.88M +$135K +3,792 +2%
OCFG
174
O'Connor Financial Group
Illinois
$8.76M +$169K +4,741 +2%
GC
175
Grimes & Company
Massachusetts
$8.66M +$261K +7,351 +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.