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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 %
NG
401
Norden Group
Utah
$1.85M +$42.3K +1,125 +2%
SMA
402
Sage Mountain Advisors
Georgia
$1.84M – – –
MWM
403
Modera Wealth Management
New Jersey
$1.84M +$541K +14,393 +42%
PIA
404
Perennial Investment Advisors
California
$1.81M +$725K +19,314 +67%
EWA
405
EP Wealth Advisors
California
$1.8M +$409K +10,888 +29%
FI
406
FWG Investments
Kentucky
$1.78M +$128K +3,402 +8%
TA
407
TKG Advisors
Indiana
$1.77M +$45.3K +1,207 +3%
ATPW
408
Ashton Thomas Private Wealth
Arizona
$1.77M +$100K +2,663 +6%
GIA
409
Gladstone Institutional Advisory
Florida
$1.75M +$124K +3,297 +8%
AWAU
410
Alliance Wealth Advisors (Utah)
Utah
$1.75M +$70.7K +1,881 +4%
Bessemer Group
411
Bessemer Group
New Jersey
$1.75M +$1.72M +45,776 +5,869%
IF
412
IRON Financial
Illinois
$1.74M -$35.6K -947 -2%
Goldman Sachs
413
Goldman Sachs
New York
$1.74M – – –
First Manhattan
414
First Manhattan
New York
$1.71M -$28.5K -760 -2%
AAS
415
Avantax Advisory Services
Texas
$1.71M +$169K +4,511 +11%
RPSA
416
Richard P. Slaughter Associates
Texas
$1.7M +$2.14K +57 +0.1%
FHA
417
First Horizon Advisors
Tennessee
$1.69M +$115K +3,075 +7%
NS
418
NBC Securities
Alabama
$1.68M -$44.4K -1,183 -3%
SFG
419
SNS Financial Group
Minnesota
$1.67M – – –
AC
420
Apella Capital
Connecticut
$1.63M -$16.5K -444 -1%
MMA
421
Miracle Mile Advisors
California
$1.62M -$38.2K -1,018 -2%
NRI
422
NFP Retirement Inc
California
$1.61M -$22.8K -608 -1%
AF
423
Advisornet Financial
Minnesota
$1.61M +$583K +15,518 +57%
M&T Bank
424
M&T Bank
New York
$1.58M -$108K -2,866 -6%
BWP
425
Baldwin Wealth Partners
Massachusetts
$1.57M +$1.57M +41,881 New
15 16
17
18 19