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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 %
CT
501
Colonial Trust
South Carolina
$758K -$4.12K -115 -0.5%
GWP
502
Gateway Wealth Partners
Wisconsin
$750K -$904K -25,234 -55%
DC
503
Destiny Capital
Colorado
$747K – – –
RWA
504
Rooted Wealth Advisors
Illinois
$747K -$8.76K -247 -1%
GDP
505
Great Diamond Partners
Maine
$743K +$33.2K +927 +5%
CC
506
Codex Capital
New York
$732K – – –
ULWM
507
Upper Left Wealth Management
Florida
$731K – – –
PFA
508
Professional Financial Advisors
Nebraska
$724K -$105K -2,925 -13%
MFA
509
McClarren Financial Advisors
Pennsylvania
$724K -$5.53K -154 -0.8%
RIM
510
Redwood Investment Management
Arizona
$722K -$148K -4,127 -17%
BW
511
Bison Wealth
Georgia
$721K -$8.57K -239 -1%
GIA
512
Gladstone Institutional Advisory
Florida
$719K +$719K +20,048 New
VCM
513
Virtue Capital Management
Tennessee
$717K -$830K -23,816 -54%
PWM
514
Partnership Wealth Management
Maryland
$708K +$42.8K +1,194 +6%
EWA
515
Exencial Wealth Advisors
Oklahoma
$705K -$6.45K -180 -0.9%
BP
516
BCK Partners
New York
$704K -$60.7K -1,695 -8%
BWG
517
Balanced Wealth Group
Ohio
$692K – – –
RSA
518
River Street Advisors
Illinois
$686K +$36.5K +1,019 +6%
Franklin Resources
519
Franklin Resources
California
$683K -$18.9K -526 -3%
WWS
520
Wellington Wealth Strategies
Indiana
$679K -$707K -19,719 -51%
CPA
521
Capital Planning Advisors
California
$677K +$94.8K +2,645 +16%
ETIA
522
Epic Trust Investment Advisors
Washington
$674K +$60.3K +1,682 +10%
SSW
523
Stone Summit Wealth
Florida
$670K -$12K -335 -2%
DA
524
Detalus Advisors
Missouri
$666K +$64.4K +1,798 +11%
PA
525
PFG Advisors
Arizona
$663K +$263K +7,337 +66%
19 20
21
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