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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 %
Citigroup
376
Citigroup
New York
$2.26M +$2.16M +57,479 +2,049%
WFAG
377
Worth Financial Advisory Group
North Carolina
$2.24M +$45K +1,199 +2%
WFA
378
Wade Financial Advisory
California
$2.23M -$12.6K -336 -0.6%
RIM
379
Rockbridge Investment Management
New York
$2.22M -$297K -7,901 -12%
Prudential Financial
380
Prudential Financial
New Jersey
$2.22M +$1.35M +36,312 +155%
STA
381
Summit Trail Advisors
New York
$2.16M +$272K +7,230 +14%
NW
382
NewEdge Wealth
Pennsylvania
$2.1M +$2.1M +55,974 New
TWP
383
Tyche Wealth Partners
Texas
$2.1M +$211K +5,626 +11%
VWA
384
Visionary Wealth Advisors
Illinois
$2.08M +$155K +4,127 +8%
PAG
385
Paladin Advisory Group
Iowa
$2.08M -$25.4K -675 -1%
MF
386
Montis Financial
Massachusetts
$2.07M +$2.07M +55,007 New
UF
387
Univest Financial
Pennsylvania
$2.06M +$2.06M +54,952 New
WWA
388
WCG Wealth Advisors
Nevada
$2.05M -$1.05M -27,997 -34%
FCG
389
Financial Connections Group
California
$2.03M -$10.3K -274 -0.5%
PNC Financial Services Group
390
PNC Financial Services Group
Pennsylvania
$2M +$1.08M +28,740 +117%
NSAM
391
North Star Asset Management
Wisconsin
$1.99M +$124K +3,305 +7%
UWM
392
USAdvisors Wealth Management
Minnesota
$1.99M -$475K -12,594 -19%
GFPC
393
Global Financial Private Client
Florida
$1.96M -$900K -23,974 -32%
PWA
394
PCG Wealth Advisors
Kansas
$1.95M +$25.5K +679 +1%
PFGIA
395
Patriot Financial Group Insurance Agency
Massachusetts
$1.94M +$24.7K +658 +1%
TWM
396
Trinity Wealth Management
Pennsylvania
$1.92M +$23.3K +619 +1%
LWP
397
Laurel Wealth Planning
Minnesota
$1.88M -$19.4K -516 -1%
SCP
398
Stevens Capital Partners
Nebraska
$1.87M +$63.3K +1,686 +4%
BCM
399
Beaumont Capital Management
Massachusetts
$1.87M +$80.9K +2,154 +5%
AFG
400
Atomi Financial Group
New York
$1.86M -$44.1K -1,175 -2%
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