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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 %
KCPG
601
Kavar Capital Partners Group
Kansas
$426K -$426K -11,890 -50%
FAM
602
Formidable Asset Management
Ohio
$425K -$435K -12,148 -51%
BFA
603
Bill Few Associates
Pennsylvania
$423K +$69.3K +1,933 +20%
SEP
604
Southland Equity Partners
Missouri
$423K +$126K +3,526 +43%
APP
605
Avantax Planning Partners
Iowa
$416K +$416K +11,616 New
IFPL
606
Investments & Financial Planning LLC
Kentucky
$414K -$19.1K -533 -4%
PIWA
607
Prevail Innovative Wealth Advisors
Kansas
$412K +$138K +3,837 +50%
FIM
608
Fernwood Investment Management
Massachusetts
$409K +$10.2K +285 +3%
IPWA
609
International Private Wealth Advisors
California
$408K -$9.7M -270,539 -96%
FAP
610
Financial Advisory Partners
Florida
$408K +$24.9K +695 +7%
MFT
611
Moisand Fitzgerald Tamayo
Florida
$406K -$7.96K -222 -2%
Focus Partners Wealth
612
Focus Partners Wealth
Massachusetts
$402K +$402K +11,208 New
VWA
613
Visionary Wealth Advisors
Illinois
$394K +$9.25K +258 +2%
PCM
614
Peirce Capital Management
Texas
$393K – – –
EWM
615
Empirical Wealth Management
Washington
$391K -$57.8K -1,612 -13%
NA
616
Nottingham Advisors
New York
$390K +$30.5K +852 +9%
SI
617
Stephens Inc
Arkansas
$386K +$15.4K +430 +4%
SMC
618
Smith, Moore & Co
Missouri
$384K -$8.92K -249 -2%
BFA
619
Beaumont Financial Advisors
Massachusetts
$381K -$2.19K -61 -0.6%
FA
620
FSA Advisors
Michigan
$378K -$50.9K -1,420 -12%
LWL
621
Leo Wealth LLC
Texas
$376K – – –
AAS
622
Ameritas Advisory Services
Nebraska
$375K +$86.2K +2,426 +30%
SW
623
SlateStone Wealth
Florida
$375K -$14.9K -415 -4%
AWA
624
Alta Wealth Advisors
Massachusetts
$372K +$4.3K +120 +1%
NCM
625
Northwest Capital Management
Oregon
$368K +$3.19K +89 +0.9%
23 24
25
26 27