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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 %
BPA
251
Beacon Pointe Advisors
California
$5.34M -$20.2K -537 -0.4%
AWA
252
Arete Wealth Advisors
Illinois
$5.3M -$1.63M -43,391 -23%
PWM
253
Partnership Wealth Management
Maryland
$5.16M +$4.33M +115,340 +525%
CCWA
254
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.15M -$46.9K -1,249 -0.9%
YIA
255
YHB Investment Advisors
Connecticut
$5.13M -$48.5K -1,290 -0.9%
BA
256
Bridge Advisory
California
$5.08M -$172K -4,578 -3%
WWM
257
Western Wealth Management
Colorado
$5.06M -$3.86M -102,861 -43%
PFG
258
PAX Financial Group
Texas
$5.05M -$293K -7,794 -5%
TDWM
259
Topel & Distasi Wealth Management
California
$5M +$1.24K +33 +0%
SSWM
260
Sheets Smith Wealth Management
North Carolina
$4.96M -$1.32K -35 -0%
CF
261
Convergence Financial
Missouri
$4.86M -$1.1M -29,312 -18%
AC
262
Anson Capital
Georgia
$4.84M -$916K -24,382 -16%
G
263
Gainplan
Michigan
$4.83M +$59.3K +1,691 +1%
BWM
264
BCS Wealth Management
Tennessee
$4.78M +$612K +16,295 +15%
VC
265
Vicus Capital
Pennsylvania
$4.74M -$3.68K -98 -0.1%
FPWM
266
FSB Premier Wealth Management
Iowa
$4.71M +$165K +4,385 +4%
AFS
267
Annapolis Financial Services
Maryland
$4.66M -$3.72K -99 -0.1%
CWP
268
Concord Wealth Partners
Virginia
$4.61M -$12.7K -338 -0.3%
Koshinski Asset Management
269
Koshinski Asset Management
Illinois
$4.6M -$601 -16 -0%
BAM
270
Belpointe Asset Management
Nevada
$4.57M -$27.6K -735 -0.6%
BSHC
271
Breed's Hill Capital
Massachusetts
$4.57M +$49.4K +1,316 +1%
WA
272
WBH Advisory
Maryland
$4.46M +$53.1K +1,414 +1%
RFS
273
Richardson Financial Services
Massachusetts
$4.42M +$57.1K +1,627 +1%
CWA
274
Clarus Wealth Advisors
Arizona
$4.36M +$9.38K +254 +0.2%
HWA
275
Heartwood Wealth Advisors
Virginia
$4.35M – – –
9 10
11
12 13