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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 %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$31.3M 832,579 +37,657 +5%
SEIA
77
Signature Estate & Investment Advisors
California
$30.6M 815,365 -136,938 -14%
GF
78
Goodman Financial
Texas
$29.4M 782,758 +13,023 +2%
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$28.9M 769,096 +43,961 +6%
Wells Fargo
80
Wells Fargo
California
$28.8M 767,199 +54,876 +8%
RI
81
Rinkey Investments
California
$28.5M 758,890 -241,235 -24%
RWM
82
Reston Wealth Management
Virginia
$28.2M 751,453 +11,707 +2%
FWI
83
Facet Wealth Inc
Maryland
$27.4M 766,962 +7,910 +1%
JSL
84
JT Stratford LLC
Georgia
$27.4M 729,928 +23,412 +3%
IA
85
IFP Advisors
Florida
$26.8M 713,273 +50,626 +8%
BC
86
Brio Consultants
California
$26.8M 712,361 +4,496 +0.6%
PMG
87
ProVise Management Group
Florida
$26.7M 711,747 +25,954 +4%
HSWS
88
Higgins & Schmidt Wealth Strategies
Colorado
$26.6M 708,374 +45,410 +7%
IWM
89
IHT Wealth Management
Illinois
$26.2M 698,259 -221,911 -24%
NEWAS
90
N.E.W. Advisory Services
Wisconsin
$26.2M 697,369 -13,064 -2%
AI
91
Auour Investments
Massachusetts
$26.1M 721,348 -82,127 -10%
GA
92
Goldstein Advisors
Wisconsin
$25.2M 670,520 +265,123 +65%
Cerity Partners
93
Cerity Partners
New York
$25.1M 667,025 -9,354 -1%
EFL
94
ERn Financial LLC
Wisconsin
$24.4M 649,180 +30,751 +5%
FFM
95
Flagstone Financial Management
Nebraska
$23.9M 635,907 +11,450 +2%
PFA
96
Pure Financial Advisors
California
$23.7M 630,340 -18,377 -3%
GWAG
97
Garrett Wealth Advisory Group
Texas
$23.1M 614,582 +27,705 +5%
MFG
98
Merit Financial Group
Georgia
$21.5M 572,111 -82,411 -13%
ACA
99
Aptus Capital Advisors
Alabama
$21.4M 569,443 +45,254 +9%
GWM
100
Geneos Wealth Management
Colorado
$20.8M 554,431 +28,289 +5%
2 3
4
5 6