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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 %
KeyBank National Association
526
KeyBank National Association
Ohio
$654K -$8.92K -249 -1%
NRC
527
New Republic Capital
North Carolina
$652K – – –
MCC
528
Money Concepts Capital
Florida
$652K +$204K +5,680 +45%
ZIM
529
Zacks Investment Management
Illinois
$647K +$23K +641 +4%
PC
530
Port Capital
Illinois
$645K – – –
CFS
531
Cannon Financial Strategists
Georgia
$638K – – –
CASC
532
Coppell Advisory Solutions Corp
Texas
$636K +$636K +17,745 New
AWM
533
Accel Wealth Management
Iowa
$634K -$3.58K -100 -0.6%
HGERS
534
Householder Group Estate & Retirement Specialist
Arizona
$634K +$41.9K +1,170 +7%
AIM
535
Acropolis Investment Management
Missouri
$634K – – –
SFA
536
Sequoia Financial Advisors
Ohio
$629K +$73K +2,037 +13%
MHS
537
M Holdings Securities
Oregon
$629K – – –
SIA
538
Strategic Investment Advisors
Michigan
$626K -$195K -5,435 -24%
Baird Financial Group
539
Baird Financial Group
Wisconsin
$622K -$327K -9,115 -34%
AWG
540
Altus Wealth Group
Colorado
$617K +$617K +17,216 New
VPIM
541
Vanguard Personalized Indexing Management
California
$615K +$615K +17,157 New
PWM
542
Perigon Wealth Management
California
$612K -$42.4K -1,183 -6%
CFGS
543
Concourse Financial Group Securities
Alabama
$605K +$932 +26 +0.2%
PNC Financial Services Group
544
PNC Financial Services Group
Pennsylvania
$599K -$22.5K -627 -4%
LCM
545
LVM Capital Management
Michigan
$597K – – –
RWPA
546
Richard W. Paul & Associates
Michigan
$596K -$85.8K -2,393 -13%
T
547
Tidemark
California
$593K +$273K +7,626 +86%
ASW
548
Astoria Strategic Wealth
Texas
$586K +$20K +559 +4%
ACM
549
Advance Capital Management
Michigan
$583K +$77.8K +2,170 +15%
KFI
550
Key Financial Inc
Pennsylvania
$578K +$227K +6,335 +65%
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