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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
$630M
2
Mariner
Mariner
Kansas
$169M
3
GM
GeoWealth Management
Illinois
$81.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
$2.13B
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$58.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$171M
2
GBWM
Granite Bay Wealth Management
New Hampshire
$2.04M
3
Jane Street
Jane Street
New York
$56.7M
4
OMC
Old Mission Capital
Illinois
$0
5
AWM
AE Wealth Management
Kansas
$5.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
551
Wedmont Private Capital
Pennsylvania
$572K – – –
KWA
552
Kingswood Wealth Advisors
California
$566K +$566K +15,798 New
CA
553
Calton & Associates
Florida
$563K -$2.08K -58 -0.4%
CPCP
554
Cedar Point Capital Partners
Iowa
$563K +$58K +1,618 +11%
RPCA
555
Running Point Capital Advisors
California
$560K -$860 -24 -0.2%
TF
556
TLWM Financial
Texas
$559K -$40.8K -1,138 -7%
GIA
557
GHP Investment Advisors
Colorado
$556K -$20.9K -582 -4%
DFA
558
DHK Financial Advisors
New Hampshire
$556K – – –
ECM
559
Evergreen Capital Management
Washington
$546K – – –
GJIA
560
Glass Jacobson Investment Advisors
Maryland
$544K +$79.6K +2,221 +17%
SFS
561
Sowell Financial Services
Arkansas
$539K +$44.6K +1,244 +9%
RFA
562
Resurgent Financial Advisors
Georgia
$537K -$104K -2,905 -16%
LWM
563
Laidlaw Wealth Management
New York
$535K +$45.4K +1,267 +9%
WT
564
Whittier Trust
California
$535K – – –
AWM
565
Austin Wealth Management
Texas
$529K -$34.4K -951 -6%
FIA
566
Foundations Investment Advisors
Arizona
$529K +$41K +1,144 +8%
BRWA
567
B. Riley Wealth Advisors
Florida
$523K – – –
FWM
568
Fairhaven Wealth Management
Illinois
$523K -$10.3K -288 -2%
EAM
569
Evanson Asset Management
California
$520K -$47K -1,310 -8%
IAA
570
Independent Advisor Alliance
North Carolina
$515K +$515K +14,366 New
YWM
571
Yoder Wealth Management
California
$513K – – –
FZCM
572
Flynn Zito Capital Management
New York
$512K -$21.1K -588 -4%
SI
573
Seeds Investor
New York
$510K +$79K +2,204 +18%
CFS
574
Coordinated Financial Services
Colorado
$505K +$505K +14,097 New
RIA
575
Regal Investment Advisors
Michigan
$502K +$14.7K +411 +3%
21 22
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