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SPDR Portfolio Developed World ex-US ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
701
Valeo Financial Advisors
Indiana
$298K -$939 -25 -0.3%
SAMC
702
Spectrum Asset Management (California)
California
$298K
BWM
703
Brophy Wealth Management
New Hampshire
$297K +$297K +7,908 New
BAAM
704
Baker Avenue Asset Management
California
$297K
JWM
705
JGP Wealth Management
Oregon
$292K
HPC
706
HM Payson & Co
Maine
$292K
T
707
Tidemark
California
$287K -$236K -6,293 -45%
OBWG
708
Onyx Bridge Wealth Group
New York
$286K +$5.67K +151 +2%
TCA
709
Transcend Capital Advisors
New Jersey
$285K -$23.8K -634 -8%
FWM
710
Forza Wealth Management
Florida
$283K
LNWWM
711
Laird Norton Wetherby Wealth Management
California
$282K
JWCA
712
J.W. Cole Advisors
Florida
$281K -$262K -6,988 -48%
FWM
713
Fortress Wealth Management
California
$281K
AAS
714
Annex Advisory Services
Wisconsin
$279K -$3.23K -86 -1%
KP
715
Keel Point
Alabama
$278K
RIA
716
Retirement Investment Advisors
Oklahoma
$277K -$16.1K -428 -5%
MPW
717
MA Private Wealth
California
$272K
LW
718
Linscomb Wealth
Texas
$272K
WA
719
Wealth Architects
California
$270K
CA
720
Claro Advisors
Massachusetts
$269K -$1.84K -49 -0.7%
CCG
721
Capital CS Group
California
$268K +$3.64K +97 +1%
OFP
722
OLIO Financial Planning
Virginia
$267K
MWM
723
Mission Wealth Management
California
$266K
C1AG
724
Client 1st Advisory Group
Florida
$265K
HKIMG
725
Hutchens & Kramer Investment Management Group
Indiana
$265K -$23.5K -629 -8%