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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
Benjamin Edwards Inc
Missouri
$65.7M
2
Betterment LLC
Betterment LLC
New York
$113M
3
Financial Engines Advisors
Financial Engines Advisors
California
$2.32B
4
HI
Horizon Investments
North Carolina
$263M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$429M

Top Sellers

1
State Street
State Street
Massachusetts
$261M
2
SFC
Strategic Financial Concepts
Texas
$1.36M
3
AssetMark Inc
AssetMark Inc
California
$76.2M
4
OFS
OneAscent Financial Services
Alabama
$0
5
LPL Financial
LPL Financial
California
$1.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
351
Mutual Advisors
Nebraska
$2.6M -$4.1M -113,538 -61%
AO
352
Advisor OS
Illinois
$2.57M +$826 +22 +0%
LA
353
LexAurum Advisors
Kansas
$2.55M +$130K +3,468 +5%
RCM
354
Raleigh Capital Management
North Carolina
$2.55M -$3.17M -84,495 -55%
JWA
355
JFS Wealth Advisors
Pennsylvania
$2.54M +$13.1K +350 +0.5%
FA
356
FF Advisors
California
$2.53M -$607K -16,370 -19%
OPWM
357
Oxinas Partners Wealth Management
Indiana
$2.51M +$850K +22,628 +51%
OCG
358
Opus Capital Group
Ohio
$2.5M -$24.6K -655 -1%
MCWS
359
McKinley Carter Wealth Services
West Virginia
$2.49M -$70.8K -1,886 -3%
LCM
360
Lunt Capital Management
Utah
$2.49M -$13K -346 -0.5%
TFG
361
Tilson Financial Group
New Jersey
$2.43M +$427K +11,370 +21%
BFG
362
Baron Financial Group
New Jersey
$2.42M -$90K -2,395 -4%
AG
363
Ascent Group
Virginia
$2.41M -$1.47M -39,189 -38%
WPW
364
Watershed Private Wealth
Illinois
$2.38M -$30.1K -801 -1%
SCM
365
Steele Capital Management
Iowa
$2.37M +$10.2K +272 +0.4%
AFG
366
ABLE Financial Group
Arizona
$2.37M -$83.2K -2,214 -3%
BIM
367
Breakwater Investment Management
Washington
$2.36M +$9.99K +266 +0.4%
OCM
368
One Capital Management
California
$2.35M -$1.81M -48,310 -44%
CAG
369
Csenge Advisory Group
Florida
$2.35M -$1.08M -29,093 -31%
KBFS
370
Kohmann Bosshard Financial Services
Ohio
$2.34M +$3.68K +98 +0.2%
VIM
371
Vista Investment Management
Pennsylvania
$2.33M +$39.3K +1,046 +2%
WFS
372
Weitzel Financial Services
Iowa
$2.33M +$42.7K +1,143 +2%
LBC
373
Lowe Brockenbrough & Co
Virginia
$2.3M – – –
AA
374
ACT Advisors
North Carolina
$2.3M -$53.8K -1,432 -2%
GWSG
375
GPS Wealth Strategies Group
Colorado
$2.27M -$24.2K -643 -1%
13 14
15
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