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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 %
SAM
626
Sequent Asset Management
Texas
$456K -$1.09M -29,129 -71%
PPWP
627
Premier Path Wealth Partners
New Jersey
$452K -$415K -11,056 -48%
NA
628
Nottingham Advisors
New York
$450K +$17.8K +473 +4%
KCPG
629
Kavar Capital Partners Group
Kansas
$447K – – –
FAP
630
Financial Advisory Partners
Florida
$445K +$19.6K +521 +5%
PFA
631
Pinnacle Family Advisors
Missouri
$444K -$1.05K -28 -0.2%
FAM
632
Formidable Asset Management
Ohio
$443K -$79.9K -2,127 -15%
FMN
633
Financial Management Network
California
$439K +$439K +11,816 New
CCA
634
Conservest Capital Advisors
Pennsylvania
$434K – – –
FFG
635
Fortem Financial Group
California
$430K – – –
AAS
636
Ameritas Advisory Services
Nebraska
$427K -$22.5K -600 -5%
MSFS
637
Main Street Financial Solutions
Pennsylvania
$425K -$105K -2,788 -20%
IWA
638
IVC Wealth Advisors
Pennsylvania
$422K -$25.1K -667 -6%
IIC
639
Integrated Investment Consultants
Michigan
$421K -$494K -13,164 -54%
WSWA
640
Warren Street Wealth Advisors
California
$419K +$24K +638 +6%
Empower Advisory Group
641
Empower Advisory Group
Colorado
$413K +$413K +11,006 New
EWM
642
Empirical Wealth Management
Washington
$413K +$4.06K +108 +1%
PCM
643
Peirce Capital Management
Texas
$412K – – –
RWB
644
RMR Wealth Builders
New Jersey
$410K +$410K +10,915 New
VCM
645
Virtue Capital Management
Tennessee
$407K -$188K -5,014 -32%
IFPL
646
Investments & Financial Planning LLC
Kentucky
$406K -$38 -1 -0%
TWP
647
Tempus Wealth Planning
California
$404K +$108K +2,862 +36%
SMC
648
Smith, Moore & Co
Missouri
$402K – – –
LWL
649
Leo Wealth LLC
Texas
$394K – – –
FZCM
650
Flynn Zito Capital Management
New York
$391K -$4.36K -116 -1%
24 25
26
27 28