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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 %
HCMG
576
Howard Capital Management Group
California
$500K +$500K +13,938 New
IWA
577
IVC Wealth Advisors
Pennsylvania
$499K -$14.4K -401 -3%
RLWM
578
RF&L Wealth Management
Massachusetts
$499K -$13.1K -365 -3%
HIA
579
Harbor Investment Advisory
Maryland
$499K – – –
MSFS
580
Main Street Financial Solutions
Pennsylvania
$490K – – –
AIM
581
Anchor Investment Management
South Carolina
$490K – – –
LF
582
Lantz Financial
Illinois
$490K -$2.87K -80 -0.6%
ATC
583
Argent Trust Co
Tennessee
$488K -$63.5K -1,772 -12%
KC
584
Kingfisher Capital
North Carolina
$482K – – –
DWM
585
Dopkins Wealth Management
New York
$480K +$480K +13,388 New
MWM
586
Mission Wealth Management
California
$474K +$474K +13,232 New
MLA
587
My Legacy Advisors
Oregon
$473K -$95K -2,651 -17%
SFP
588
Shepherd Financial Partners
Massachusetts
$466K – – –
FMN
589
Financial Management Network
California
$465K +$465K +13,149 New
SWP
590
Strategic Wealth Partners
Ohio
$460K +$6.49K +181 +1%
CWA
591
Canvas Wealth Advisors
Kansas
$458K – – –
HCMT
592
Highland Capital Management (Tennessee)
Tennessee
$458K -$6.09K -170 -1%
WSWA
593
Warren Street Wealth Advisors
California
$455K +$20.5K +571 +5%
GWS
594
Glassman Wealth Services
Virginia
$455K +$37.8K +1,055 +9%
PFA
595
Pinnacle Family Advisors
Missouri
$453K +$430 +12 +0.1%
CP
596
Castleview Partners
Texas
$452K +$70.7K +1,974 +19%
GFP
597
Gryphon Financial Partners
Ohio
$449K -$3.16M -88,153 -88%
CPA
598
Cardiff Park Advisors
California
$444K – – –
CCA
599
Conservest Capital Advisors
Pennsylvania
$434K – – –
PFG
600
Prosperity Financial Group
California
$431K +$128K +3,573 +42%
22 23
24
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