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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
PWG
176
Portside Wealth Group
Utah
$9.11M +$929K +25,958 +11%
IWMA
177
Ironwood Wealth Management (Arizona)
Arizona
$9.11M -$21.6K -604 -0.2%
TFA
178
TPG Financial Advisors
Oregon
$9.01M +$836K +23,337 +10%
SC
179
Scotia Capital
Ontario, Canada
$8.96M +$483K +13,493 +5%
ICMP
180
Integrated Capital Management (Pennsylvania)
Pennsylvania
$8.86M -$14.7K -411 -0.2%
OPPS
181
Obsidian Personal Planning Solutions
Maryland
$8.7M +$615K +17,182 +8%
SFPM
182
Sensible Financial Planning & Management
Massachusetts
$8.66M +$426K +11,888 +5%
LGW
183
Leslie Global Wealth
Illinois
$8.65M +$42.8K +1,196 +0.5%
LWMI
184
Landmark Wealth Management (Illinois)
Illinois
$8.5M +$2.37M +66,193 +36%
MSA
185
Marathon Strategic Advisors
Pennsylvania
$8.48M +$834K +23,300 +10%
Comerica Bank
186
Comerica Bank
Texas
$8.42M +$2.52M +70,367 +40%
KCAM
187
Kagan Cocozza Asset Management
New Jersey
$8.41M +$8.82M +246,430 New
Goldman Sachs
188
Goldman Sachs
New York
$8.3M +$7.05M +196,812 +425%
NRA
189
NSI Retail Advisors
Pennsylvania
$8.16M
GC
190
Grimes & Company
Massachusetts
$7.87M -$380K -10,600 -4%
AWS
191
Atria Wealth Solutions
New York
$7.86M +$1.88M +52,601 +30%
BCG
192
BayBridge Capital Group
California
$7.84M -$62.8K -1,754 -0.8%
NECFA
193
New England Capital Financial Advisors
Connecticut
$7.81M +$437K +12,214 +6%
RBC
194
Roble Belko & Company
Pennsylvania
$7.8M +$63.9K +1,784 +0.8%
CWM
195
Cornerstone Wealth Management
Missouri
$7.8M +$1.01M +28,122 +14%
FU
196
Fairfield University
Connecticut
$7.75M -$5.41M -151,182 -40%
MHR
197
Matthew Hamilton Rosenberg
$7.71M +$358K +9,987 +5%
AWA
198
ARQ Wealth Advisors
Arizona
$7.7M -$8.03M -224,282 -50%
FPAS
199
Focus Partners Advisor Solutions
Missouri
$7.68M -$550K -15,359 -6%
DWM
200
Dakota Wealth Management
Florida
$7.66M +$716K +20,009 +10%

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.