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SPDR Portfolio Developed World ex-US ETF

871 hedge funds and large institutions have $16B invested in SPDR Portfolio Developed World ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 417 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+24
Holders Change %
+2.83%
% of All Funds
12.67%
Holding in Top 10
123
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.81%
% of All Funds
1.79%
New
73
Increased
417
Reduced
249
Closed
34
Calls
$137K
Puts
$1K
Net Calls
+$136K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Shares
Change %
APA
251
Astoria Portfolio Advisors
New York
$5.08M -$1.2M -34,074 -19%
MWM
252
Merriman Wealth Management
Washington
$5.02M -$67K -1,909 -1%
BPA
253
Beacon Pointe Advisors
California
$5M -$117K -3,330 -2%
PFG
254
PAX Financial Group
Texas
$4.99M -$28.2K -803 -0.6%
RWP
255
RWA Wealth Partners
Massachusetts
$4.97M +$350K +9,975 +8%
DWM
256
Dakota Wealth Management
Florida
$4.96M +$1.56M +44,458 +46%
BA
257
Bridge Advisory
California
$4.91M +$217K +6,197 +5%
CCWA
258
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.86M -$199K -5,680 -4%
YIA
259
YHB Investment Advisors
Connecticut
$4.83M -$8.91K -254 -0.2%
TFA
260
Tranquilli Financial Advisor
New Jersey
$4.8M +$168K +4,790 +4%
NC
261
NovaPoint Capital
Georgia
$4.8M -$13.1K -372 -0.3%
G
262
Gainplan
Michigan
$4.77M -$5.47K -156 -0.1%
TDWM
263
Topel & Distasi Wealth Management
California
$4.67M
SSWM
264
Sheets Smith Wealth Management
North Carolina
$4.63M +$171K +4,873 +4%
VVP
265
Venture Visionary Partners
Ohio
$4.62M +$14.2K +404 +0.3%
SFC
266
Strategic Financial Concepts
Texas
$4.57M +$4.06M +1,229,166 +797%
SAM
267
Smartleaf Asset Management
Massachusetts
$4.54M +$180K +5,132 +4%
LFG
268
Larson Financial Group
Missouri
$4.51M -$224K -6,389 -5%
FI
269
Financial Insights
Washington
$4.44M -$45.3K -1,291 -1%
VC
270
Vicus Capital
Pennsylvania
$4.43M +$61.1K +1,743 +1%
Koshinski Asset Management
271
Koshinski Asset Management
Illinois
$4.36M +$9.4K +264 +0.2%
RFS
272
Richardson Financial Services
Massachusetts
$4.36M +$1.37M +38,966 +46%
AFS
273
Annapolis Financial Services
Maryland
$4.36M +$32.8K +936 +0.8%
MFS
274
Mattson Financial Services
Michigan
$4.35M +$4.35M +124,014 New
CWP
275
Concord Wealth Partners
Virginia
$4.32M -$277K -7,895 -6%