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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
Corient Private Wealth
151
Corient Private Wealth
Florida
$11.6M -$1.63M -45,647 -12%
SFP
152
Strategic Financial Partners
Oregon
$11.5M +$561K +15,677 +5%
GCA
153
Gradient Capital Advisors
California
$11.4M +$659K +18,416 +6%
FHA
154
Flagship Harbor Advisors
Massachusetts
$11.2M +$4.31M +120,509 +58%
HGA
155
Hobbs Group Advisors
South Carolina
$11.1M +$2.41M +67,276 +26%
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$11M +$5.38M +150,137 +87%
HFS
157
Horizon Financial Services
North Carolina
$10.8M +$105K +2,944 +0.9%
VCM
158
Vivaldi Capital Management
Illinois
$10.8M -$1.06M -29,588 -9%
PA
159
Probity Advisors
Texas
$10.5M +$721K +20,145 +7%
BCI
160
Brinker Capital Investments
Pennsylvania
$10.3M -$407K -11,367 -4%
OPS
161
Orion Portfolio Solutions
Nebraska
$10.3M -$407K -11,367 -4%
SFM
162
Signet Financial Management
New Jersey
$10.3M +$198K +5,531 +2%
VAF
163
Values Added Financial
District of Columbia
$10.1M -$191K -5,334 -2%
BCM
164
Brookstone Capital Management
Illinois
$10.1M +$45.9K +1,281 +0.4%
Truist Financial
165
Truist Financial
North Carolina
$9.95M +$346K +9,673 +3%
BCM
166
Boltwood Capital Management
California
$9.85M +$138K +3,850 +1%
PCA
167
Prosperity Capital Advisors
Ohio
$9.67M +$66.8K +1,867 +0.7%
KAS
168
Kestra Advisory Services
Texas
$9.64M -$23.9M -667,743 -70%
OCFG
169
O'Connor Financial Group
Illinois
$9.54M +$366K +10,228 +4%
DC
170
Dorval Corp
Minnesota
$9.52M +$454K +12,666 +5%
GWM
171
Gibbs Wealth Management
Georgia
$9.51M +$2.65M +73,960 +36%
MERSOM
172
Municipal Employees' Retirement System of Michigan
Michigan
$9.43M
BIP
173
Blueprint Investment Partners
North Carolina
$9.42M -$24.4M -681,493 -71%
CFP
174
Cascade Financial Partners
California
$9.4M +$800K +22,331 +9%
CSP
175
Cary Street Partners
Virginia
$9.36M +$9.82M +274,152 New

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.