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SPDR Portfolio Developed World ex-US ETF

871 hedge funds and large institutions have $16B invested in SPDR Portfolio Developed World ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 417 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+24
Holders Change %
+2.83%
% of All Funds
12.67%
Holding in Top 10
123
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.81%
% of All Funds
1.79%
New
73
Increased
417
Reduced
249
Closed
34
Calls
$137K
Puts
$1K
Net Calls
+$136K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Shares
Change %
LCC
651
Lincoln Capital Corp
Rhode Island
$353K +$30.2K +860 +9%
RCM
652
Richardson Capital Management
Wisconsin
$351K
BC
653
Burney Company
Virginia
$349K +$15.2K +434 +5%
OCM
654
Orleans Capital Management
Louisiana
$346K
NHC
655
Nicholas Hoffman & Company
Georgia
$344K +$141K +4,017 +69%
CFP
656
Cypress Financial Planning
New Jersey
$337K +$87.7K +2,501 +35%
ACM
657
Advisors Capital Management
New Jersey
$335K +$335K +9,562 New
O3W
658
Omni 360 Wealth
New Jersey
$335K +$1.37K +39 +0.4%
SW
659
SlateStone Wealth
Florida
$332K -$35.3K -1,005 -10%
AWA
660
Acorn Wealth Advisors
Michigan
$331K
SM
661
Sensible Money
Arizona
$329K +$5.68K +162 +2%
MW
662
MBL Wealth
North Carolina
$328K +$3.51K +100 +1%
FSG
663
Financial Strategies Group
Michigan
$328K +$4.31K +121 +1%
WP
664
WealthPLAN Partners
Nebraska
$327K +$15.7K +448 +5%
RPGK
665
Retirement Planning Group (Kansas)
Kansas
$327K
MGW
666
MB Generational Wealth
Washington
$327K +$6.35K +181 +2%
MPM
667
MBB Public Markets
Illinois
$326K
NGA
668
Naples Global Advisors
Florida
$324K -$877 -25 -0.3%
MPM
669
Meritage Portfolio Management
Kansas
$321K +$10.4K +296 +3%
FWP
670
Firethorn Wealth Partners
Georgia
$321K +$5.89K +168 +2%
NCM
671
Northwest Capital Management
Oregon
$317K -$42.9K -1,224 -12%
NFG
672
Nations Financial Group
Iowa
$317K
VC
673
Veery Capital
Delaware
$317K
MAG
674
M3 Advisory Group
Massachusetts
$316K +$5.47K +156 +2%
MAS
675
Madden Advisory Services
Florida
$314K