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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.

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
1
Auto-Owners Insurance
Michigan
$630M
2
Mariner
2
Mariner
Kansas
$169M
3
GM
3
GeoWealth Management
Illinois
$81.3M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$2.13B
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$58.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$171M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$2.04M
3
Jane Street
3
Jane Street
New York
$56.7M
4
OMC
4
Old Mission Capital
Illinois
$0
5
AWM
5
AE Wealth Management
Kansas
$5.06M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
701
Telos Capital Management
California
$244K 6,818 -10 -0.1%
PFP
702
Pinnacle Financial Partners
Tennessee
$241K 6,738 -3,478 -34%
AIFAIM
703
American Institute for Advanced Investment Management
Arizona
$241K 6,730 +315 +5%
CG
704
Caprock Group
Idaho
$241K 6,730 – –
GKWIM
705
Gerber Kawasaki Wealth & Investment Management
California
$241K 6,716 -1,374 -17%
USCWA
706
U.S. Capital Wealth Advisors
Texas
$240K 6,708 -762 -10%
OSAM
707
O'Shaughnessy Asset Management
Connecticut
$240K 6,700 +997 +17%
Kovitz Investment Group Partners
708
Kovitz Investment Group Partners
Illinois
$240K 6,686 -152 -2%
FF
709
Financial Futures
New Jersey
$238K 6,629 – –
BJL
710
Brighton Jones LLC
Washington
$231K 6,452 +6,452 New
NPI
711
New Perspectives Inc
Mississippi
$229K 6,376 +6,376 New
PWM
712
Peterson Wealth Management
Nevada
$228K 6,375 +6,375 New
CSIA
713
Charles Schwab Investment Advisory
California
$228K 6,369 -341 -5%
CS
714
Cannell & Spears
New York
$227K 6,332 – –
CCG
715
Capital CS Group
California
$226K 6,315 +19 +0.3%
MCM
716
MAI Capital Management
Ohio
$226K 6,297 – –
BI
717
Ballast Inc
Kentucky
$223K 6,232 +99 +2%
FFN
718
Focus Financial Network
Minnesota
$223K 6,513 -31,282 -83%
SCM
719
Stonehearth Capital Management
Massachusetts
$222K 6,198 -50 -0.8%
IBOK
720
Independence Bank of Kentucky
Kentucky
$218K 6,096 – –
TWD
721
True Wealth Design
Ohio
$217K 6,049 – –
FWM
722
FSA Wealth Management
Massachusetts
$215K 6,003 +18 +0.3%
SEM
723
Strategic Equity Management
Arizona
$215K 5,986 +5,986 New
MCA
724
MSH Capital Advisors
Arizona
$215K 5,985 – –
FMI
725
F/M Investments
District of Columbia
$213K 5,972 -400 -6%
27 28
29
30 31