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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 %
FF
751
Financial Futures
New Jersey
$229K -$19.5K -520 -8%
IBOK
752
Independence Bank of Kentucky
Kentucky
$229K – – –
HSG
753
Helen Stephens Group
Texas
$223K -$10.3K -274 -4%
AP
754
Americana Partners
Texas
$223K – – –
TFP
755
Traction Financial Partners
Wyoming
$221K -$38.8K -1,032 -15%
EMAM
756
Encompass More Asset Management
California
$219K -$34.5K -918 -14%
VHAM
757
Van Hulzen Asset Management
California
$218K +$218K +5,817 New
WFM
758
Wolff Financial Management
Michigan
$217K – – –
CA
759
Cambridge Advisors
Nebraska
$216K – – –
CIC
760
Cutler Investment Counsel
Oregon
$215K -$4.06K -108 -2%
FWP
761
Firethorn Wealth Partners
Georgia
$215K -$129K -3,439 -38%
VPWA
762
Vestia Personal Wealth Advisors
Indiana
$214K +$214K +5,694 New
RI
763
Ridgewood Investments
New Jersey
$213K +$163K +4,334 +324%
CIAS
764
Capital Investment Advisory Services
North Carolina
$213K +$1.99K +53 +0.9%
OC
765
Oarsman Capital
Wisconsin
$211K +$211K +5,630 New
TP
766
Tranquility Partners
Tennessee
$211K -$76.7K -2,042 -27%
WANY
767
Wealthspire Advisors (New York)
New York
$210K +$210K +5,592 New
CB
768
Commerce Bank
Missouri
$207K +$207K +5,509 New
MFA
769
Mayflower Financial Advisors
Massachusetts
$206K +$206K +5,487 New
MCM
770
Mainstream Capital Management
California
$201K +$201K +5,340 New
S
771
SignatureFD
Georgia
$199K -$2.97K -79 -1%
QCG
772
Quadrant Capital Group
Ohio
$190K +$451 +12 +0.2%
VWM
773
Valley Wealth Managers
New Jersey
$172K – – –
SWM
774
Sanctuary Wealth Management
Idaho
$168K – – –
CJ
775
Caitlin John
Michigan
$166K -$48.8K -1,394 -23%
29 30
31
32 33