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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

871 hedge funds and large institutions have $16B invested in SPDR Portfolio Developed World ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 417 increasing their positions, 249 reducing their positions, and 34 closing their positions.

Holders
871
Holders Change
+24
Holders Change %
+2.83%
% of All Funds
12.67%
Holding in Top 10
123
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.81%
% of All Funds
1.79%
New
73
Increased
417
Reduced
249
Closed
34
Calls
$137K
Puts
$1K
Net Calls
+$136K
Net Calls Change
+$6K

Top Buyers

1
State Street
1
State Street
Massachusetts
$425M
2
CA
2
Clearstead Advisors
Ohio
$89.2M
3
LPL Financial
3
LPL Financial
California
$977M
4
Stifel Financial
4
Stifel Financial
Missouri
$93.1M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$55.1M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$33.4M
2
Truist Financial
2
Truist Financial
North Carolina
$10.4M
3
SMM
3
Stadion Money Management
Georgia
$192M
4
Jane Street
4
Jane Street
New York
$6.58M
5
ACM
5
AlphaStar Capital Management
North Carolina
$34.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$93.1M 2,652,961 +1,959,252 +282%
AWMS
27
Advocacy Wealth Management Services
Georgia
$92.9M 2,649,547 +78,722 +3%
CA
28
Clearstead Advisors
Ohio
$89.2M 2,543,331 +2,543,316 +16,955,440%
PAG
29
Private Advisor Group
New Jersey
$88.4M 2,518,969 -29,725 -1%
SC
30
Savant Capital
Illinois
$84.8M 2,418,018 +411,650 +21%
SWA
31
Strategies Wealth Advisors
Michigan
$83.5M 2,380,864 +398,502 +20%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$81.6M 2,326,437 +662,267 +40%
GM
33
GeoWealth Management
Illinois
$79.7M 2,272,001 +4,281 +0.2%
MFS
34
McNamara Financial Services
Massachusetts
$76.7M 2,186,423 +136,322 +7%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$74.2M 2,115,420 +1,190,546 +129%
JFA
36
JNBA Financial Advisors
Minnesota
$71.5M 2,038,451 +397,791 +24%
PAS
37
Park Avenue Securities
New York
$60.7M 1,729,818 +120,379 +7%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$60M 1,711,556 +44,788 +3%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$56.6M 1,613,165 -11,449 -0.7%
Charles Schwab
40
Charles Schwab
California
$56.4M 1,606,822 -106,259 -6%
KW
41
KWB Wealth
California
$55.8M 1,556,526 -35,373 -2%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$55.1M 1,571,651 +1,292,314 +463%
PWA
43
Peterson Wealth Advisors
Utah
$54.3M 1,546,868 +41,673 +3%
AWM
44
Axxcess Wealth Management
California
$52M 1,483,463 +189,226 +15%
SEI Investments
45
SEI Investments
Pennsylvania
$51.9M 1,479,484 -30,516 -2%
Betterment LLC
46
Betterment LLC
New York
$48.4M 1,380,571 +603,785 +78%
CAAS
47
Capital Asset Advisory Services
Michigan
$47.1M 1,323,751 +82,219 +7%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$46.3M 1,319,733 +119,197 +10%
SDWMA
49
Schneider Downs Wealth Management Advisors
Pennsylvania
$46M 1,311,081 +33,821 +3%
MML Investors Services
50
MML Investors Services
Massachusetts
$45.6M 1,299,812 -287,429 -18%
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