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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 %
MFS
276
Mattson Financial Services
Michigan
$4.32M -$26.9K -768 -0.6%
Fidelity Investments
277
Fidelity Investments
Massachusetts
$4.31M +$552K +14,700 +15%
LFG
278
Larson Financial Group
Missouri
$4.31M -$524K -13,960 -11%
FLI
279
Family Legacy Inc
South Carolina
$4.3M -$35.6K -948 -0.8%
AFG
280
Argent Financial Group
Louisiana
$4.13M +$4.13M +110,003 New
SF
281
Symphony Financial
Texas
$4.11M +$224K +5,934 +6%
JIC
282
JRM Investment Counsel
Nebraska
$4.11M -$1.74M -46,442 -30%
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$4.11M +$60.4K +1,608 +1%
SWM
284
Spire Wealth Management
Virginia
$4.1M +$14.5K +386 +0.4%
CAMV
285
Concord Asset Management (Virginia)
Virginia
$4.04M +$141K +3,763 +4%
FI
286
Financial Insights
Washington
$4.01M -$737K -19,611 -16%
EA
287
Eclectic Associates
California
$3.99M -$5.18K -138 -0.1%
VPP
288
Vertex Planning Partners
Illinois
$3.98M +$55.2K +1,469 +1%
LIA
289
LBMC Investment Advisors
Tennessee
$3.97M -$76.1K -2,025 -2%
SCM
290
SOL Capital Management
Maryland
$3.87M +$126K +3,350 +3%
GSC
291
G&S Capital
Colorado
$3.85M +$64.2K +1,710 +2%
SAM
292
Smartleaf Asset Management
Massachusetts
$3.83M -$1.06M -28,049 -22%
AWMG
293
Alliance Wealth Management Group
New Jersey
$3.83M +$143K +3,817 +4%
OAM
294
Occidental Asset Management
California
$3.81M +$130K +3,468 +4%
PW
295
Paladin Wealth
Minnesota
$3.77M +$3.77M +100,291 New
NL
296
NWAM LLC
Washington
$3.76M +$3.76M +100,053 New
OMC
297
Old Mission Capital
Illinois
$3.73M +$3.21M +85,385 +609%
NSB
298
Norway Savings Bank
Maine
$3.72M +$183K +4,866 +5%
TW
299
Towerpoint Wealth
California
$3.66M +$52.8K +1,407 +1%
KFP
300
Keener Financial Planning
Texas
$3.65M -$444K -11,811 -11%
10 11
12
13 14