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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 %
PFA
526
Professional Financial Advisors
Nebraska
$746K -$9.17K -244 -1%
SL
527
SWMG LLC
Texas
$737K -$459K -13,100 -38%
WP
528
WealthShield Partners
North Carolina
$736K -$24.6K -654 -3%
AWA
529
Aletheian Wealth Advisors
Washington
$736K -$365K -9,720 -33%
BW
530
Bison Wealth
Georgia
$736K -$20.1K -535 -3%
TCM
531
Triumph Capital Management
Colorado
$733K -$346K -9,216 -32%
MWM
532
Modern Wealth Management
Kansas
$733K +$155K +4,119 +27%
CFIA
533
Cantor Fitzgerald Investment Advisors
New York
$732K +$732K +19,480 New
BWP
534
Balboa Wealth Partners
Arizona
$730K -$957K -25,486 -57%
BWG
535
Balanced Wealth Group
Ohio
$730K -$6.42K -171 -0.9%
KFS
536
Kelly Financial Services
Massachusetts
$730K -$1.01M -26,887 -58%
PA
537
PFG Advisors
Arizona
$725K +$12.5K +334 +2%
EWA
538
Exencial Wealth Advisors
Oklahoma
$719K -$23.1K -615 -3%
ZIM
539
Zacks Investment Management
Illinois
$712K +$39.2K +1,044 +6%
MCC
540
Money Concepts Capital
Florida
$709K -$136K -3,627 -16%
Franklin Resources
541
Franklin Resources
California
$707K – – –
AFAS
542
Acorn Financial Advisory Services
Virginia
$704K -$63.9K -1,700 -8%
BP
543
BCK Partners
New York
$701K -$29.5K -786 -4%
SSW
544
Stone Summit Wealth
Florida
$700K -$4.7K -125 -0.7%
MW
545
Maia Wealth
Colorado
$697K -$64.5K -1,786 -8%
RWA
546
Rooted Wealth Advisors
Illinois
$691K -$1.03K -28 -0.1%
NRC
547
New Republic Capital
North Carolina
$684K – – –
AWG
548
Altus Wealth Group
Colorado
$683K +$10.7K +284 +2%
PC
549
Port Capital
Illinois
$676K – – –
SI
550
Stephens Inc
Arkansas
$674K +$113K +3,012 +20%
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