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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.

New
Increased
Maintained
Reduced
Closed
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
Auto-Owners Insurance
Michigan
+$219M
2
Mariner
Mariner
Kansas
+$110M
3
GM
GeoWealth Management
Illinois
+$72.5M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$43.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$42.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$94.9M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$74M
3
Jane Street
Jane Street
New York
-$29.3M
4
OMC
Old Mission Capital
Illinois
-$28.7M
5
AWM
AE Wealth Management
Kansas
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
476
Oxinas Partners Wealth Management
Indiana
$882K +$170K +4,746 +24%
RFN
477
Redwood Financial Network
Ohio
$875K -$14.8K -414 -2%
IIC
478
Integrated Investment Consultants
Michigan
$873K – – –
WAG
479
Wallace Advisory Group
California
$863K -$82.6K -2,429 -9%
MWC
480
MBM Wealth Consultants
Missouri
$860K +$37.1K +1,036 +5%
KFGK
481
Keystone Financial Group (Kentucky)
Kentucky
$855K +$86.7K +2,419 +11%
GEA
482
Glen Eagle Advisors
New Jersey
$846K +$717 +20 +0.1%
IGWM
483
ICA Group Wealth Management
Colorado
$843K +$41.6K +1,162 +5%
DWT
484
Dorsey & Whitney Trust
South Dakota
$843K – – –
BF
485
BOK Financial
Oklahoma
$842K – – –
AMG
486
Advisors Management Group
Wisconsin
$833K +$29K +809 +4%
WP
487
WealthShield Partners
North Carolina
$831K -$2.51K -70 -0.3%
SAM
488
Sequent Asset Management
Texas
$829K -$2.26K -63 -0.3%
LK
489
Lumbard & Kellner
New Hampshire
$824K -$861K -24,036 -51%
IA
490
IFG Advisors
Missouri
$812K – – –
Janney Montgomery Scott
491
Janney Montgomery Scott
Pennsylvania
$811K +$53.3K +1,487 +7%
FTDI
492
First Trust Direct Indexing
Massachusetts
$798K +$19K +531 +2%
RFG
493
REAP Financial Group
Texas
$789K -$137K -3,830 -15%
Fisher Asset Management
494
Fisher Asset Management
Washington
$787K +$274K +7,643 +53%
LFG
495
Lockerman Financial Group
California
$787K +$146K +4,072 +23%
SB
496
Strategic Blueprint
Georgia
$785K -$19.6K -547 -2%
JWCA
497
J.W. Cole Advisors
Florida
$782K -$43.1K -1,203 -5%
Prudential Financial
498
Prudential Financial
New Jersey
$778K +$34.4K +959 +5%
KFS
499
Kelly Financial Services
Massachusetts
$775K -$124K -3,457 -14%
AFAS
500
Acorn Financial Advisory Services
Virginia
$758K -$159K -4,445 -17%
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