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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
+$62.1M
2
Betterment LLC
Betterment LLC
New York
+$60.9M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$56.5M
4
HI
Horizon Investments
North Carolina
+$36.2M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$34.1M

Top Sellers

1
State Street
State Street
Massachusetts
-$194M
2
SFC
Strategic Financial Concepts
Texas
-$50.6M
3
AssetMark Inc
AssetMark Inc
California
-$46.4M
4
OFS
OneAscent Financial Services
Alabama
-$27.2M
5
LPL Financial
LPL Financial
California
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
476
TFB Advisors
Kansas
$1.1M +$75.3K +2,004 +7%
WOSD
477
WFA of San Diego
California
$1.09M -$91K -2,423 -8%
DB
478
Dravo Bay
Delaware
$1.08M -$26.3K -701 -2%
ACM
479
Altrius Capital Management
North Carolina
$1.08M +$338 +9 +0%
ASN
480
Advisory Services Network
Georgia
$1.08M – – –
AWM
481
Apollon Wealth Management
South Carolina
$1.06M +$5.86K +156 +0.6%
DWT
482
Dorsey & Whitney Trust
South Dakota
$1.04M +$159K +4,228 +18%
Fifth Third Bancorp
483
Fifth Third Bancorp
Ohio
$1.04M – – –
FIM
484
Freedom Investment Management
Connecticut
$1.03M -$640K -17,044 -38%
LAS
485
LWM Advisory Services
Florida
$1.02M -$171K -4,553 -14%
HWM
486
Howard Wealth Management
Connecticut
$1.02M -$13.8K -367 -1%
MWC
487
MBM Wealth Consultants
Missouri
$1.02M +$29.5K +785 +3%
MCM
488
MidAtlantic Capital Management
Virginia
$1.01M -$3.27K -87 -0.3%
KSWA
489
Kathleen S. Wright Associates
Pennsylvania
$1.01M +$17K +453 +2%
SWM
490
Seaside Wealth Management
California
$1.01M – – –
P
491
&Partners
Tennessee
$1.01M +$224K +5,971 +29%
JCIA
492
Jackson Creek Investment Advisors
Colorado
$998K +$21K +559 +2%
FTDI
493
First Trust Direct Indexing
Massachusetts
$990K +$90.3K +2,403 +10%
CRC
494
Curi RMB Capital
Illinois
$989K – – –
NFP
495
Narus Financial Partners
Utah
$979K -$17.7K -471 -2%
BL
496
Balentine LLC
Georgia
$974K -$32.2K -858 -3%
EA
497
Enclave Advisors
Texas
$973K +$973K +25,901 New
BTWM
498
Baker Tilly Wealth Management
Wisconsin
$971K +$34.3K +912 +4%
BWP
499
BSW Wealth Partners
Colorado
$970K -$76.9K -2,047 -7%
AMG
500
Advisors Management Group
Wisconsin
$953K +$19K +505 +2%
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