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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.

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
1
Benjamin Edwards Inc
Missouri
$65.7M
2
Betterment LLC
2
Betterment LLC
New York
$113M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$2.32B
4
HI
4
Horizon Investments
North Carolina
$263M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$429M

Top Sellers

1
State Street
1
State Street
Massachusetts
$261M
2
SFC
2
Strategic Financial Concepts
Texas
$1.36M
3
AssetMark Inc
3
AssetMark Inc
California
$76.2M
4
OFS
4
OneAscent Financial Services
Alabama
$0
5
LPL Financial
5
LPL Financial
California
$1.02B
Name Market Value Shares Shares
Change 		Shares
Change %
T
51
TrueFG
Texas
$49.6M 1,320,393 +68,746 +5%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$47.9M 1,275,012 +27,368 +2%
MML Investors Services
53
MML Investors Services
Massachusetts
$47.9M 1,274,797 -25,015 -2%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$43.9M 1,168,016 -30,174 -3%
IWP
55
IAG Wealth Partners
Wisconsin
$42.1M 1,119,958 +29,618 +3%
KW
56
KWB Wealth
California
$42M 1,196,984 -359,542 -23%
CCA
57
Clearwater Capital Advisors
Illinois
$41.8M 1,113,574 +27,250 +3%
SWP
58
Stratos Wealth Partners
Ohio
$41.6M 1,108,480 -17,907 -2%
HighTower Advisors
59
HighTower Advisors
Illinois
$41.6M 1,105,499 -18,536 -2%
CC
60
Callan Capital
California
$40.6M 1,081,076 +7,076 +0.7%
GSIS
61
Global Strategic Investment Solutions
Arizona
$39.8M 1,058,426 -21,870 -2%
BSWM
62
Boston Standard Wealth Management
Massachusetts
$36.3M 966,456 +25,076 +3%
BP
63
Ballentine Partners
Massachusetts
$36.3M 965,513 +3,409 +0.4%
BIP
64
Blueprint Investment Partners
North Carolina
$36M 957,417 +12,214 +1%
KAS
65
Kestra Advisory Services
Texas
$35.7M 950,299 +33,444 +4%
MAS
66
Meeder Advisory Services
Ohio
$34.9M 929,931 -7,494 -0.8%
BA
67
Bristlecone Advisors
Washington
$34.9M 929,722 -9,980 -1%
IWC
68
Integrated Wealth Concepts
Massachusetts
$34.6M 922,456 +27,280 +3%
GRP
69
Global Retirement Partners
California
$34.4M 916,785 +25,374 +3%
EDRIA
70
Edmonds Duncan Registered Investment Advisors
Kansas
$34M 906,065 +53,903 +6%
WFPG
71
Waller Financial Planning Group
Ohio
$33.8M 898,921 +1,830 +0.2%
US Bancorp
72
US Bancorp
Minnesota
$33.5M 891,977 +21,619 +2%
APWA
73
Atlas Private Wealth Advisors
New Jersey
$32.7M 871,552 -263,110 -23%
CIM
74
Confluence Investment Management
Missouri
$32M 852,528 +30,313 +4%
HF
75
Halpern Financial
Virginia
$31.4M 842,980 +40,609 +5%
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3
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