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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
$65.7M
2
Betterment LLC
Betterment LLC
New York
$113M
3
Financial Engines Advisors
Financial Engines Advisors
California
$2.32B
4
HI
Horizon Investments
North Carolina
$263M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$429M

Top Sellers

1
State Street
State Street
Massachusetts
$261M
2
SFC
Strategic Financial Concepts
Texas
$1.36M
3
AssetMark Inc
AssetMark Inc
California
$76.2M
4
OFS
OneAscent Financial Services
Alabama
$0
5
LPL Financial
LPL Financial
California
$1.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
676
Veery Capital
Delaware
$339K – – –
FSG
677
Financial Strategies Group
Michigan
$337K -$4.68K -126 -1%
DADC
678
D.A. Davidson & Co
Montana
$336K +$14.1K +375 +4%
MAS
679
Madden Advisory Services
Florida
$336K – – –
ACM
680
Absolute Capital Management
Pennsylvania
$335K -$122K -3,237 -27%
VIP
681
Vantage Investment Partners
Missouri
$334K – – –
NGA
682
Naples Global Advisors
Florida
$333K -$14.1K -375 -4%
T. Rowe Price Associates
683
T. Rowe Price Associates
Maryland
$329K +$329K +8,750 New
CCA
684
Clarity Capital Advisors
Florida
$329K – – –
ACIM
685
Azimuth Capital Investment Management
Michigan
$327K +$327K +8,701 New
ML
686
McAdam LLC
Pennsylvania
$327K +$63K +1,676 +24%
O3W
687
Omni 360 Wealth
New Jersey
$324K -$34.6K -922 -10%
SGCA
688
Steel Grove Capital Advisors
Tennessee
$321K – – –
BOH
689
Bank of Hawaii
Hawaii
$318K +$96.9K +2,580 +44%
MG
690
Mather Group
Illinois
$314K -$72K -1,918 -19%
CCWM
691
Cassaday & Co Wealth Management
Virginia
$310K -$3.23K -86 -1%
ST
692
Sabal Trust
Florida
$309K – – –
IFPG
693
Intrepid Financial Planning Group
Indiana
$309K +$309K +8,229 New
CP
694
Castleview Partners
Texas
$309K -$529K -14,096 -63%
SWM
695
SFG Wealth Management
Maryland
$307K -$22.8K -606 -7%
OSNBOA
696
Old Second National Bank of Aurora
Illinois
$306K -$28.1K -747 -8%
RW
697
REDW Wealth
New Mexico
$306K -$3.42K -91 -1%
IF
698
Intrua Financial
Texas
$302K +$26.2K +698 +10%
CPIG
699
Chicago Partners Investment Group
Illinois
$302K +$575 +16 +0.2%
WAM
700
WNY Asset Management
New York
$300K -$26.8K -713 -8%
26 27
28
29 30