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State Street SPDR Portfolio Developed World ex-US ETF

888 hedge funds and large institutions have $17.2B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 348 increasing their positions, 320 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $16B → $17.2B (+$1.19B)

2% more funds holding in top 10

Funds holding in top 10: 125127 (+2)

1% more funds holding

Funds holding: 875888 (+13)

9% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 320

0.79% less ownership

Funds ownership: 79.82%79.03% (-0.79%)

Holders
888
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
12.75%
Holding in Top 10
127
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.6%
% of All Funds
1.82%
New
68
Increased
348
Reduced
320
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
CSM Advisors
Pennsylvania
$9.11M
SFPM
177
Sensible Financial Planning & Management
Massachusetts
$9.09M +$200K +5,531 +2%
FPCP
178
Fort Point Capital Partners
California
$9.07M +$49.4K +1,368 +0.6%
GC
179
Grimes & Company
Massachusetts
$9.06M -$211K -5,838 -2%
PWG
180
Portside Wealth Group
Utah
$9.05M +$925K +25,623 +12%
TFA
181
TPG Financial Advisors
Oregon
$9.04M +$384K +10,642 +5%
FPAS
182
Focus Partners Advisor Solutions
Missouri
$9.03M -$22K -609 -0.3%
NRA
183
NSI Retail Advisors
Pennsylvania
$8.98M
DAS
184
Diversify Advisory Services
Utah
$8.84M -$640K -17,737 -7%
BCG
185
BayBridge Capital Group
California
$8.7M +$214K +5,917 +3%
SSWG
186
Seven Springs Wealth Group
Tennessee
$8.52M -$31.3K -866 -0.4%
RBC
187
Roble Belko & Company
Pennsylvania
$8.52M -$1.19M -33,073 -13%
CSPIA
188
Cary Street Partners Investment Advisory
Virginia
$8.51M +$1.37M +38,031 +20%
MSA
189
Marathon Strategic Advisors
Pennsylvania
$8.46M +$1.32M +36,432 +19%
HI
190
Harbour Investments
Wisconsin
$8.37M -$1.1M -30,522 -12%
VWM
191
Venturi Wealth Management
Texas
$8.32M -$62.2K -1,724 -0.8%
PIFP
192
Partners in Financial Planning
Virginia
$8.28M -$430K -11,923 -5%
BFA
193
Brown Financial Advisory
Alabama
$8.27M -$3.94K -109 -0%
ACA
194
Atlas Capital Advisors
Wyoming
$8.25M +$234K +6,490 +3%
BW
195
BIP Wealth
Georgia
$8.2M +$746K +20,676 +10%
NECFA
196
New England Capital Financial Advisors
Connecticut
$8.13M +$133K +3,682 +2%
MHR
197
Matthew Hamilton Rosenberg
$8.11M +$319K +8,846 +4%
OPPS
198
Obsidian Personal Planning Solutions
Maryland
$8.1M +$830K +22,986 +11%
BFA
199
Brown Financial Advisors
Ohio
$8.07M +$432K +11,964 +6%
TC
200
Trilogy Capital
California
$7.91M -$5.39M -149,353 -41%

SPDW Hedge Fund Activity: Q3 2024 in Review

888 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q3 2024, worth a combined $17.2B — up 7.4% from $16B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPDW positions and 46 closed out — a net gain of 22 holders — while 348 added to existing stakes and 320 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $59.7M. The largest seller was State Street, cutting an estimated $186M.

  • 888 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q3 2024, up from 875 in Q2 2024.
  • Funds reported $17.2B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q3 2024, up 7.4% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q3 2024 and 46 closed out, a net change of +22 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $59.7M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q3 2024 was State Street, an estimated $186M sold.

Based on aggregated 13F filings for Q3 2024.