SPDW icon

SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

847 hedge funds and large institutions have $15.9B invested in SPDR Portfolio Developed World ex-US ETF in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 332 increasing their positions, 312 reducing their positions, and 38 closing their positions.

Holders
847
Holders Change
+6
Holders Change %
+0.71%
% of All Funds
12.28%
Holding in Top 10
111
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.72%
% of All Funds
1.61%
New
61
Increased
332
Reduced
312
Closed
38
Calls
$130K
Puts
–
Net Calls
+$130K
Net Calls Change
+$128K

Top Buyers

1
AOI
1
Auto-Owners Insurance
Michigan
$630M
2
Mariner
2
Mariner
Kansas
$169M
3
GM
3
GeoWealth Management
Illinois
$81.3M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$2.13B
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$58.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$171M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$2.04M
3
Jane Street
3
Jane Street
New York
$56.7M
4
OMC
4
Old Mission Capital
Illinois
$0
5
AWM
5
AE Wealth Management
Kansas
$5.06M
Name Market Value Shares Shares
Change 		Shares
Change %
AWMS
26
Advocacy Wealth Management Services
Georgia
$92.1M 2,570,825 +326,573 +15%
PAG
27
Private Advisor Group
New Jersey
$91.3M 2,548,694 +154,742 +6%
WSTAM
28
Wilbanks Smith & Thomas Asset Management
Virginia
$90.5M 2,524,853 -10,178 -0.4%
EH
29
Equitable Holdings
New York
$87.3M 2,436,504 +188,235 +8%
AssetMark Inc
30
AssetMark Inc
California
$81.5M 2,274,265 -213,577 -9%
GM
31
GeoWealth Management
Illinois
$81.3M 2,267,720 +2,023,354 +828%
MFS
32
McNamara Financial Services
Massachusetts
$73.5M 2,050,101 +34,911 +2%
SC
33
Savant Capital
Illinois
$71.9M 2,006,368 -30,643 -2%
SWA
34
Strategies Wealth Advisors
Michigan
$71M 1,982,362 +361,830 +22%
ACM
35
AlphaStar Capital Management
North Carolina
$69M 1,924,470 +4,672 +0.2%
Charles Schwab
36
Charles Schwab
California
$61.4M 1,713,081 -117,297 -6%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$59.7M 1,666,768 +1,110,900 +200%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$59.6M 1,664,170 +191,221 +13%
JFA
39
JNBA Financial Advisors
Minnesota
$58.8M 1,640,660 +836,770 +104%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$58.2M 1,624,614 +1,180,203 +266%
PAS
41
Park Avenue Securities
New York
$57.7M 1,609,439 +10,972 +0.7%
KW
42
KWB Wealth
California
$57.1M 1,591,899 +315,532 +25%
MML Investors Services
43
MML Investors Services
Massachusetts
$56.9M 1,587,241 -54,078 -3%
Jane Street
44
Jane Street
New York
$56.7M 1,581,992 -816,750 -34%
SEI Investments
45
SEI Investments
Pennsylvania
$54.1M 1,510,000 -66,508 -4%
PWA
46
Peterson Wealth Advisors
Utah
$53.9M 1,505,195 +9,820 +0.7%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$47.6M 1,328,070 +75,875 +6%
AWM
48
Axxcess Wealth Management
California
$46.4M 1,294,237 +43,874 +4%
SDWMA
49
Schneider Downs Wealth Management Advisors
Pennsylvania
$45.8M 1,277,260 +104,918 +9%
FAG
50
Financial Advisory Group
Texas
$44.5M 1,242,649 +67,235 +6%
1
2
3 4 5