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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

847 hedge funds and large institutions have $15.9B invested in SPDR Portfolio Developed World ex-US ETF in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 332 increasing their positions, 312 reducing their positions, and 38 closing their positions.

Holders
847
Holders Change
+6
Holders Change %
+0.71%
% of All Funds
12.28%
Holding in Top 10
111
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.72%
% of All Funds
1.61%
New
61
Increased
332
Reduced
312
Closed
38
Calls
$130K
Puts
–
Net Calls
+$130K
Net Calls Change
+$128K

Top Buyers

1
AOI
1
Auto-Owners Insurance
Michigan
$630M
2
Mariner
2
Mariner
Kansas
$169M
3
GM
3
GeoWealth Management
Illinois
$81.3M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$2.13B
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$58.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$171M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$2.04M
3
Jane Street
3
Jane Street
New York
$56.7M
4
OMC
4
Old Mission Capital
Illinois
$0
5
AWM
5
AE Wealth Management
Kansas
$5.06M
Name Market Value Shares Shares
Change 		Shares
Change %
CF
276
Convergence Financial
Missouri
$4.22M 117,668 +77,671 +194%
CWA
277
Clarus Wealth Advisors
Arizona
$4.21M 119,563 +685 +0.6%
WA
278
WBH Advisory
Maryland
$4.17M 116,272 +1,786 +2%
HWA
279
Heartwood Wealth Advisors
Virginia
$4.15M 115,854 -20,060 -15%
FLI
280
Family Legacy Inc
South Carolina
$4.06M 113,248 -714 -0.6%
SWM
281
Spire Wealth Management
Virginia
$3.99M 111,446 -6,642 -6%
HT
282
Heritage Trust
Oklahoma
$3.94M 110,003 – –
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$3.91M 109,215 +6,923 +7%
KFP
284
Keener Financial Planning
Texas
$3.91M 109,135 -1,483 -1%
Millennium Management
285
Millennium Management
New York
$3.85M 107,524 +66,893 +165%
EA
286
Eclectic Associates
California
$3.84M 107,018 -321 -0.3%
LIA
287
LBMC Investment Advisors
Tennessee
$3.82M 106,609 +45,952 +76%
CAMV
288
Concord Asset Management (Virginia)
Virginia
$3.81M 106,422 -17,448 -14%
OAM
289
Occidental Asset Management
California
$3.78M 105,333 +1,939 +2%
BWM
290
BCS Wealth Management
Tennessee
$3.69M 102,959 +9,224 +10%
AWMG
291
Alliance Wealth Management Group
New Jersey
$3.56M 99,407 -3,026 -3%
LPT
292
Legacy Private Trust
Wisconsin
$3.56M 99,203 +10,208 +11%
VPP
293
Vertex Planning Partners
Illinois
$3.54M 98,737 +8,259 +9%
SCM
294
SOL Capital Management
Maryland
$3.53M 98,340 +6,435 +7%
GSC
295
G&S Capital
Colorado
$3.5M 97,589 +8,600 +10%
NWM
296
Northwest Wealth Management
Iowa
$3.48M 97,048 -10,996 -10%
DWM
297
Dakota Wealth Management
Florida
$3.47M 96,904 +21,711 +29%
AIS
298
American Investment Services
Massachusetts
$3.47M 96,741 +371 +0.4%
TW
299
Towerpoint Wealth
California
$3.47M 96,739 -2,095 -2%
PA
300
Parallel Advisors
California
$3.47M 96,732 +2,687 +3%
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