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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 %
LWANC
851
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.3K 382 +382 New
TVWM
852
Tower View Wealth Management
Wisconsin
$14.2K 377 – –
FGA
853
Fortis Group Advisors
New Jersey
$14.2K 377 – –
VAMG
854
Voisard Asset Management Group
Michigan
$12.7K 339 – –
PWA
855
Provenance Wealth Advisors
Florida
$12.2K 325 +325 New
UB
856
UMB Bank
Missouri
$11.2K 297 – –
EW
857
Element Wealth
Mississippi
$9.77K 260 – –
MPWT
858
MassMutual Private Wealth & Trust
Connecticut
$9.73K 259 +259 New
BTI
859
Blue Trust Inc
Georgia
$9.42K 269 -396 -60%
OC
860
Oakworth Capital
Alabama
$7.21K 192 – –
ACM
861
Anfield Capital Management
California
$7.02K 187 – –
EK
862
Evensky & Katz
Florida
$7K 183 -12 -6%
SIS
863
Sound Income Strategies
Florida
$6.76K 180 -319 -64%
NFA
864
Northwest Financial Advisors
Virginia
$5.82K 155 +155 New
FIM
865
FWL Investment Management
Texas
$5.67K 151 -1,015 -87%
OA
866
Operose Advisors
Wisconsin
$5.67K 151 – –
Russell Investments Group
867
Russell Investments Group
United Kingdom
$5.41K 144 +144 New
DWM
868
Darwin Wealth Management
Florida
$4.85K 129 +129 New
GSEP
869
Golden State Equity Partners
California
$4.47K 119 -23,441 -99%
MCA
870
Maryland Capital Advisors
Maryland
$4.4K 117 – –
MFA
871
McClarren Financial Advisors
Pennsylvania
$4.29K 17,173 +16,261 +1,783%
EA
872
Evolution Advisers
Virginia
$4K 109 +109 New
MLA
873
MB, Levis & Associates
Pennsylvania
$3.55K 95 – –
DFA
874
DHJJ Financial Advisors
Illinois
$3.41K 91 – –
LIA
875
Luken Investment Analytics
Tennessee
$3.04K 81 -10 -11%
33 34
35
36 37