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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 %
VVP
301
Venture Visionary Partners
Ohio
$3.58M -$1.37M -36,383 -28%
AIS
302
American Investment Services
Massachusetts
$3.55M -$5.6K -149 -0.2%
GBWM
303
Granite Bay Wealth Management
New Hampshire
$3.54M +$354K +9,437 +11%
PCIA
304
Prime Capital Investment Advisors
Kansas
$3.53M -$186K -4,960 -5%
HAS
305
HBW Advisory Services
California
$3.5M -$127K -3,386 -4%
FPIS
306
Financial Planning & Information Services
Wisconsin
$3.49M +$367K +9,772 +12%
TB
307
Treynor Bancshares
Iowa
$3.45M -$415K -11,052 -11%
NWM
308
Northwest Wealth Management
Iowa
$3.45M -$59.4K -1,581 -2%
VWWMG
309
Vermillion & White Wealth Management Group
Pennsylvania
$3.42M +$1.18M +31,307 +52%
PA
310
Parallel Advisors
California
$3.41M -$96.4K -2,567 -3%
STA
311
Smith Thornton Advisors
Alabama
$3.4M +$46.9K +1,248 +1%
SWA
312
Stratos Wealth Advisors
Ohio
$3.38M +$154K +4,105 +5%
DWA
313
Delap Wealth Advisory
Oregon
$3.36M -$81.5K -2,171 -2%
Mercer Global Advisors
314
Mercer Global Advisors
Colorado
$3.35M -$973K -26,047 -22%
WQ
315
Wealth Quarterback
New Jersey
$3.35M +$16.8K +446 +0.5%
IWS
316
Integrity Wealth Solutions
Colorado
$3.34M -$20.5K -545 -0.6%
KWA
317
Kingswood Wealth Advisors
California
$3.34M +$861K +22,917 +35%
EIM
318
Ervin Investment Management
Washington
$3.3M +$142K +3,782 +4%
LPP
319
Life Planning Partners
Florida
$3.27M – – –
FLPIM
320
F.L. Putnam Investment Management
Massachusetts
$3.27M -$17.5K -465 -0.5%
NB
321
NBT Bank
New York
$3.26M +$61.3K +1,632 +2%
BBW
322
Blue Barn Wealth
Utah
$3.26M +$354K +9,423 +12%
SQA
323
Simon Quick Advisors
New Jersey
$3.25M -$761K -20,256 -19%
PIMG
324
Patriot Investment Management Group
Tennessee
$3.15M – – –
SW
325
SkyOak Wealth
Michigan
$3.14M +$142K +3,776 +5%
11 12
13
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