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State Street SPDR Portfolio Developed World ex-US ETF

850 hedge funds and large institutions have $15.9B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 333 increasing their positions, 312 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

7% more capital invested

Capital invested by funds: $14.8B → $15.9B (+$1.07B)

7% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 312

1% more funds holding

Funds holding: 842850 (+8)

2.44% less ownership

Funds ownership: 81.58%79.14% (-2.4%)

6% less funds holding in top 10

Funds holding in top 10: 119112 (-7)

Holders
850
Holders Change
+8
Holders Change %
+0.95%
% of All Funds
12.24%
Holding in Top 10
112
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.88%
% of All Funds
1.61%
New
63
Increased
333
Reduced
312
Closed
38
Calls
$130K
Puts
Net Calls
+$130K
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.13B +$41.8M +1,215,921 +2%
Creative Planning
2
Creative Planning
Kansas
$1.9B -$22.7M -660,095 -1%
AF
3
Allworth Financial
California
$1.02B +$28.6M +832,201 +3%
LPL Financial
4
LPL Financial
California
$918M +$23.7M +689,664 +3%
AOI
5
Auto-Owners Insurance
Michigan
$630M +$210M +6,110,000 +53%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$447M -$3.71M -107,954 -0.9%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$355M +$30.5M +889,153 +10%
State Street
8
State Street
Massachusetts
$278M -$22.2M -646,983 -8%
UBS Group
9
UBS Group
Switzerland
$277M -$357K -10,395 -0.1%
SMM
10
Stadion Money Management
Georgia
$266M -$9.77M -284,329 -4%
HI
11
Horizon Investments
North Carolina
$225M -$5.17M -150,380 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$218M -$1.06M -30,920 -0.5%
SEIA
13
Signature Estate & Investment Advisors
California
$213M -$9.89M -287,951 -5%
Bank of America
14
Bank of America
North Carolina
$200M +$17.9M +520,144 +10%
Morgan Stanley
15
Morgan Stanley
New York
$171M -$91M -2,647,536 -36%
Mariner
16
Mariner
Kansas
$169M +$105M +3,062,225 +187%
TC
17
TownSquare Capital
Utah
$166M +$8.25M +240,122 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$158M -$671K -19,520 -0.4%
Truist Financial
19
Truist Financial
North Carolina
$139M +$1.33M +38,635 +1%
AA
20
Advisory Alpha
Michigan
$137M +$28.1M +816,957 +27%
Ameriprise
21
Ameriprise
Minnesota
$134M +$1.63M +47,412 +1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$130M -$6.45M -187,761 -5%
GI
23
Gradient Investments
Minnesota
$110M -$3.62M -105,234 -3%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$108M -$4.02M -116,881 -4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$96.5M -$17.5M -510,616 -16%

SPDW Hedge Fund Activity: Q1 2024 in Review

850 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2024, worth a combined $15.9B — up 7.2% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SPDW positions and 38 closed out — a net gain of 25 holders — while 333 added to existing stakes and 312 trimmed.

The largest buyer was Auto-Owners Insurance, adding an estimated $210M. The largest seller was Morgan Stanley, cutting an estimated $91M.

  • 850 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2024, up from 842 in Q4 2023.
  • Funds reported $15.9B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2024, up 7.2% quarter-over-quarter.
  • 63 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2024 and 38 closed out, a net change of +25 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2024 was Auto-Owners Insurance, an estimated $210M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2024 was Morgan Stanley, an estimated $91M sold.

Based on aggregated 13F filings for Q1 2024.