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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

885 hedge funds and large institutions have $17.2B invested in SPDR Portfolio Developed World ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 344 increasing their positions, 320 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+14
Holders Change %
+1.61%
% of All Funds
12.8%
Holding in Top 10
125
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.63%
% of All Funds
1.81%
New
69
Increased
344
Reduced
320
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$65.7M
2
Betterment LLC
2
Betterment LLC
New York
$113M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$2.32B
4
HI
4
Horizon Investments
North Carolina
$263M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$429M

Top Sellers

1
State Street
1
State Street
Massachusetts
$261M
2
SFC
2
Strategic Financial Concepts
Texas
$1.36M
3
AssetMark Inc
3
AssetMark Inc
California
$76.2M
4
OFS
4
OneAscent Financial Services
Alabama
$0
5
LPL Financial
5
LPL Financial
California
$1.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$6.52M -$142K -3,771 -2%
UCFA
227
United Capital Financial Advisors
Texas
$6.45M -$223K -5,939 -3%
AWM
228
Avior Wealth Management
Nebraska
$6.43M +$114K +3,035 +2%
SPA
229
Sentinel Pension Advisors
Massachusetts
$6.36M -$162K -4,300 -2%
EF
230
Empowered Funds
Pennsylvania
$6.33M +$144K +3,841 +2%
OWM
231
Opes Wealth Management
California
$6.27M +$228K +6,072 +4%
TCM
232
Towercrest Capital Management
Pennsylvania
$6.21M -$1.2M -32,000 -16%
ORG
233
Optimist Retirement Group
Washington
$6.17M +$179K +4,760 +3%
LAM
234
Lifestyle Asset Management
Texas
$6.13M +$86.2K +2,296 +1%
XF
235
XML Financial
Maryland
$6.12M +$128K +3,401 +2%
WFP
236
Wrenne Financial Planning
Kentucky
$6.06M +$124K +3,306 +2%
OWA
237
ORBA Wealth Advisors
Illinois
$6.05M +$28.2K +750 +0.5%
IA
238
Insight Advisors
Pennsylvania
$5.98M -$732K -19,486 -11%
MHWM
239
Montz Harcus Wealth Management
Louisiana
$5.92M +$415K +11,052 +8%
PC
240
Pecaut & Co
Iowa
$5.91M +$371K +9,874 +7%
RWI
241
Red Wave Investments
Pennsylvania
$5.79M -$279K -7,440 -5%
CWM
242
Collaborative Wealth Management
Florida
$5.78M +$294K +7,817 +5%
BGA
243
Battery Global Advisors
Massachusetts
$5.67M – – –
CSPAM
244
Cary Street Partners Asset Management
Virginia
$5.64M +$1.66M +44,139 +42%
RWP
245
RWA Wealth Partners
Massachusetts
$5.63M +$308K +8,205 +6%
TFA
246
Tranquilli Financial Advisor
New Jersey
$5.58M +$443K +11,787 +9%
MWM
247
Merriman Wealth Management
Washington
$5.47M +$87.4K +2,327 +2%
CA
248
Continuum Advisory
Idaho
$5.43M -$62K -1,769 -1%
AWM
249
AE Wealth Management
Kansas
$5.42M -$1.41M -37,655 -21%
NC
250
NovaPoint Capital
Georgia
$5.4M +$263K +6,997 +5%
8 9
10
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