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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
BFA
201
Brown Financial Advisors
Ohio
$7.65M +$326K +9,111 +4%
TIM
202
Tortoise Investment Management
New York
$7.54M +$836K +23,340 +12%
VWM
203
Venturi Wealth Management
Texas
$7.52M -$50.5K -1,409 -0.6%
BFA
204
Brown Financial Advisory
Alabama
$7.49M -$23.3K -651 -0.3%
VBFP
205
Valtinson Bruner Financial Planning
Minnesota
$7.38M -$1.07M -29,850 -12%
PIFP
206
Partners in Financial Planning
Virginia
$7.35M -$190K -5,293 -2%
SFS
207
Security Financial Services
Indiana
$7.25M +$127K +3,560 +2%
HI
208
Harbour Investments
Wisconsin
$7.23M -$393K -10,972 -5%
TC
209
Trilogy Capital
California
$7.23M +$45.5K +1,272 +0.6%
ACA
210
Atlas Capital Advisors
Wyoming
$7.23M -$282K -7,863 -4%
BW
211
BIP Wealth
Georgia
$7.19M -$278K -7,758 -4%
FF
212
Fortitude Financial
Washington
$7.11M +$7.46M +208,289 New
GVAG
213
Great Valley Advisor Group
Delaware
$7.09M +$1.08M +30,155 +17%
MFA
214
Millington Financial Advisors
Illinois
$7.03M -$372K -10,391 -5%
OGF
215
Orin Green Financial
California
$6.9M -$7.22M -201,554 Closed
LSL
216
Legacy Solutions LLC
Pennsylvania
$6.89M +$7.23M +201,942 New
DAS
217
Diversify Advisory Services
Utah
$6.88M -$1.45M -40,604 -17%
DI
218
Diligent Investors
California
$6.86M +$72.8K +2,033 +1%
APC
219
Aspire Private Capital
North Carolina
$6.86M +$316K +8,834 +5%
SSWG
220
Seven Springs Wealth Group
Tennessee
$6.75M -$1.05M -29,246 -13%
APA
221
Astoria Portfolio Advisors
New York
$6.72M -$4.21M -117,468 -37%
IP
222
Ignite Planners
California
$6.6M +$352K +9,826 +5%
IFG
223
Independent Financial Group
California
$6.54M +$278K +7,755 +4%
CWM
224
Congress Wealth Management
Massachusetts
$6.45M +$191K +5,327 +3%
CAAM
225
Cornerstone Advisors Asset Management
Pennsylvania
$6.43M +$495K +13,828 +8%

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.