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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.

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
1
Benjamin Edwards Inc
Missouri
$65.7M
2
Betterment LLC
2
Betterment LLC
New York
$113M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$2.32B
4
HI
4
Horizon Investments
North Carolina
$263M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$429M

Top Sellers

1
State Street
1
State Street
Massachusetts
$261M
2
SFC
2
Strategic Financial Concepts
Texas
$1.36M
3
AssetMark Inc
3
AssetMark Inc
California
$76.2M
4
OFS
4
OneAscent Financial Services
Alabama
$0
5
LPL Financial
5
LPL Financial
California
$1.02B
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$100M 2,663,730 -122,896 -4%
SWA
27
Strategies Wealth Advisors
Michigan
$99.6M 2,651,950 +271,086 +11%
AWMS
28
Advocacy Wealth Management Services
Georgia
$99M 2,635,038 -14,509 -0.5%
GM
29
GeoWealth Management
Illinois
$98.6M 2,624,103 +352,102 +15%
CA
30
Clearstead Advisors
Ohio
$96.9M 2,580,568 +37,237 +1%
PAG
31
Private Advisor Group
New Jersey
$91M 2,422,439 -96,530 -4%
SC
32
Savant Capital
Illinois
$87.4M 2,327,372 -90,646 -4%
JFA
33
JNBA Financial Advisors
Minnesota
$85.1M 2,266,280 +227,829 +11%
MFS
34
McNamara Financial Services
Massachusetts
$82.8M 2,205,218 +18,795 +0.9%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$80.2M 2,133,919 +18,499 +0.9%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$77.5M 2,063,313 -263,124 -11%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$76.7M 2,042,351 +429,186 +27%
AssetMark Inc
38
AssetMark Inc
California
$76.2M 2,028,083 -1,234,531 -38%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$67.1M 1,786,001 +74,445 +4%
BEI
40
Benjamin Edwards Inc
Missouri
$65.7M 1,748,164 +1,652,751 +1,732%
PAS
41
Park Avenue Securities
New York
$60.1M 1,600,150 -129,668 -7%
PWA
42
Peterson Wealth Advisors
Utah
$59.8M 1,592,521 +45,653 +3%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$56.9M 1,515,978 +196,245 +15%
Charles Schwab
44
Charles Schwab
California
$56.6M 1,507,576 -99,246 -6%
SEI Investments
45
SEI Investments
Pennsylvania
$55.5M 1,478,202 -1,282 -0.1%
ACM
46
AlphaStar Capital Management
North Carolina
$55.5M 1,477,675 +499,785 +51%
AWM
47
Axxcess Wealth Management
California
$54.8M 1,460,242 -23,221 -2%
CAAS
48
Capital Asset Advisory Services
Michigan
$51.5M 1,396,545 +72,794 +5%
SDWMA
49
Schneider Downs Wealth Management Advisors
Pennsylvania
$51M 1,357,813 +46,732 +4%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$50.6M 1,347,570 +53,841 +4%
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