We are live on ! Find out more
SPDW icon

State Street SPDR Portfolio Developed World ex-US ETF

875 hedge funds and large institutions have $16B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 421 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,600% more call options, than puts

Call options by funds: $137K | Put options by funds: $1K

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

69% more repeat investments, than reductions

Existing positions increased: 421 | Existing positions reduced: 249

12% more funds holding in top 10

Funds holding in top 10: 112125 (+13)

3% more funds holding

Funds holding: 850875 (+25)

0.69% more ownership

Funds ownership: 79.14%79.82% (+0.69%)

1% more capital invested

Capital invested by funds: $15.9B → $16B (+$104M)

Holders
875
Holders Change
+25
Holders Change %
+2.94%
% of All Funds
12.64%
Holding in Top 10
125
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.61%
% of All Funds
1.81%
New
73
Increased
421
Reduced
249
Closed
34
Calls
$137K
Puts
$1K
Net Calls
+$136K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.12B +$29.9M +841,047 +1%
Creative Planning
2
Creative Planning
Kansas
$1.87B +$7.02M +197,305 +0.4%
AF
3
Allworth Financial
California
$1.05B +$33.9M +953,779 +3%
LPL Financial
4
LPL Financial
California
$977M +$79.8M +2,244,478 +9%
AOI
5
Auto-Owners Insurance
Michigan
$617M
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$448M +$10.5M +296,017 +2%
State Street
7
State Street
Massachusetts
$425M +$155M +4,355,022 +56%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$369M +$21.5M +603,173 +6%
UBS Group
9
UBS Group
Switzerland
$302M +$30.8M +865,363 +11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$228M +$14.1M +397,088 +7%
HI
11
Horizon Investments
North Carolina
$212M -$8.56M -240,669 -4%
Morgan Stanley
12
Morgan Stanley
New York
$208M +$41.6M +1,168,764 +25%
SMM
13
Stadion Money Management
Georgia
$192M -$69.2M -1,945,083 -26%
Bank of America
14
Bank of America
North Carolina
$183M -$12.4M -348,266 -6%
Mariner
15
Mariner
Kansas
$170M +$5.1M +143,364 +3%
TC
16
TownSquare Capital
Utah
$169M +$7.08M +198,992 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$160M +$6.03M +169,433 +4%
AA
18
Advisory Alpha
Michigan
$141M +$7.51M +211,224 +6%
Ameriprise
19
Ameriprise
Minnesota
$132M +$1.04M +29,346 +0.8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$125M -$1.88M -52,871 -1%
AssetMark Inc
21
AssetMark Inc
California
$114M +$35.2M +988,349 +43%
GI
22
Gradient Investments
Minnesota
$112M +$4.63M +130,291 +4%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$104M -$1.5M -42,129 -1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$97.8M +$3.37M +94,645 +4%
EH
25
Equitable Holdings
New York
$97.1M +$11.8M +330,846 +14%

SPDW Hedge Fund Activity: Q2 2024 in Review

875 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2024, worth a combined $16B — up 0.66% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SPDW positions and 34 closed out — a net gain of 39 holders — while 421 added to existing stakes and 249 trimmed.

The largest buyer was State Street, adding an estimated $155M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $178M.

  • 875 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2024, up from 850 in Q1 2024.
  • Funds reported $16B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2024, up 0.66% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2024 and 34 closed out, a net change of +39 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2024 was State Street, an estimated $155M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2024 was Signature Estate & Investment Advisors, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2024.