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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 Holding Trade Value Shares
Change 		Shares
Change %
CFGS
801
Concourse Financial Group Securities
Alabama
$62K -$593K -15,797 -91%
MRCM
802
M&R Capital Management
New Jersey
$60.5K +$28.5K +760 +89%
BlackRock
803
BlackRock
New York
$59.2K +$25.5K +678 +76%
FCA
804
FinTrust Capital Advisors
South Carolina
$57K – – –
AWA
805
Alaska Wealth Advisors
Alaska
$52.6K – – –
SWC
806
Spectrum Wealth Counsel
Indiana
$49.5K – – –
CIR
807
Clear Investment Research
Georgia
$46.3K +$46.3K +1,233 New
BFS
808
Bare Financial Services
Pennsylvania
$45.4K – – –
FRA
809
Front Row Advisors
California
$45.1K +$17.3K +460 +62%
PPWM
810
PFG Private Wealth Management
Florida
$44.1K – – –
AAP
811
Arax Advisory Partners
Colorado
$43.9K +$36.3K +966 +478%
SHF
812
Safe Harbor Fiduciary
Florida
$43K +$43K +1,146 New
CTWM
813
Cherry Tree Wealth Management
Minnesota
$42K – – –
SFCL
814
Strengthening Families & Communities LLC
Massachusetts
$40.2K – – –
TAM
815
Tucker Asset Management
Colorado
$40.1K – – –
FFA
816
Frazier Financial Advisors
Ohio
$39.4K – – –
RAM
817
Riggs Asset Management
Pennsylvania
$39.3K – – –
CWC
818
Carolinas Wealth Consulting
North Carolina
$37.1K – – –
FPB
819
First PREMIER Bank
South Dakota
$34K – – –
FAM
820
Family Asset Management
South Carolina
$33.2K – – –
WWP
821
WR Wealth Planners
Missouri
$32.6K +$5.97K +159 +22%
MG
822
MilWealth Group
Wisconsin
$32K – – –
PA
823
PSI Advisors
Florida
$29.8K – – –
AT
824
Arlington Trust
Alabama
$28.7K +$28.7K +764 New
FFWM
825
Future Financial Wealth Management
Ohio
$28K +$28K +745 New
31 32
33
34 35