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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 %
EI
726
Ellevest Inc
New York
$263K – – –
CIA
727
Cape Investment Advisory
Georgia
$262K -$37.9K -1,008 -13%
SSWM
728
Smith Salley Wealth Management
North Carolina
$258K – – –
BFA
729
Beacon Financial Advisory
Ohio
$258K -$48K -1,277 -16%
CCA
730
Checchi Capital Advisers
California
$258K – – –
BI
731
Ballast Inc
Kentucky
$257K +$14.1K +376 +6%
TIAM2
732
Tru Independence Asset Management 2
Oregon
$256K +$256K +6,814 New
USCWA
733
U.S. Capital Wealth Advisors
Texas
$255K -$2.55K -68 -1%
PFP
734
Pinnacle Financial Partners
Tennessee
$255K +$1.58K +42 +0.6%
AIFAIM
735
American Institute for Advanced Investment Management
Arizona
$253K – – –
JIC
736
Johnson Investment Counsel
Ohio
$252K -$2.7K -72 -1%
LWM
737
Lodestone Wealth Management
Washington
$252K -$46.4K -1,235 -16%
HIP
738
HUB Investment Partners
Texas
$251K -$4.28K -114 -2%
GIA
739
GHP Investment Advisors
Colorado
$250K -$234K -6,221 -48%
FIM
740
Fernwood Investment Management
Massachusetts
$245K -$190K -5,050 -44%
FWM
741
FSA Wealth Management
Massachusetts
$245K +$245K +6,514 New
FFN
742
Focus Financial Network
Minnesota
$245K – – –
TCM
743
Telos Capital Management
California
$242K -$8.75K -233 -3%
GKWIM
744
Gerber Kawasaki Wealth & Investment Management
California
$241K -$3.61K -96 -1%
PWM
745
Penobscot Wealth Management
Maine
$240K +$240K +6,397 New
NPI
746
New Perspectives Inc
Mississippi
$239K – – –
PWM
747
Peterson Wealth Management
Nevada
$239K – – –
CS
748
Cannell & Spears
New York
$238K – – –
MCM
749
MAI Capital Management
Ohio
$237K – – –
OAS
750
Optivise Advisory Services
Tennessee
$236K -$10.1K -269 -4%
28 29
30
31 32