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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 %
GAG
126
GM Advisory Group
New York
$15.2M 404,622 -4,766 -1%
WA
127
Waverly Advisors
Alabama
$15M 398,645 +16,447 +4%
Corient Private Wealth
128
Corient Private Wealth
Florida
$14.5M 385,663 +41,472 +12%
BHB
129
Bank Hapoalim BM
Israel
$14.4M 384,000 – –
MAWA
130
Moss Adams Wealth Advisors
Washington
$14.4M 383,343 -63,298 -14%
DWM
131
Diversify Wealth Management
Utah
$14.4M 399,658 +52,962 +15%
DJSG
132
D.J. St. Germain
Massachusetts
$14.4M 382,529 -18,155 -5%
FU
133
Fairfield University
Connecticut
$14.2M 378,109 -78,900 -17%
BFG
134
Berger Financial Group
Minnesota
$13.9M 370,336 +28,898 +8%
IWP
135
Invenio Wealth Partners
Florida
$13.9M 369,176 +10,086 +3%
CAC
136
Certified Advisory Corp
Florida
$13.7M 365,122 +218,972 +150%
RA
137
RFG Advisory
Alabama
$13.6M 361,531 -1,612 -0.4%
TVAMP
138
Tennessee Valley Asset Management Partners
Tennessee
$13.4M 356,489 +266,254 +295%
SFP
139
Strategic Financial Planning
Texas
$13.4M 355,441 -23,443 -6%
PA
140
Procyon Advisors
Connecticut
$13M 346,855 +15,726 +5%
SCA
141
Snowden Capital Advisors
New York
$13M 346,563 +11,648 +3%
RJA
142
Raymond James & Associates
Florida
$13M 346,256 +10,289 +3%
MAV
143
Mason & Associates (Virginia)
Virginia
$12.8M 340,833 +12,891 +4%
Jane Street
144
Jane Street
New York
$12.8M 340,801 +153,250 +82%
WAOI
145
Wealth Advisors of Iowa
Iowa
$12.7M 338,926 +338,926 New
WI
146
WrapManager Inc
California
$12.7M 338,636 +70,613 +26%
JFG
147
JDM Financial Group
Texas
$12.6M 334,927 +23,086 +7%
VCM
148
Vivaldi Capital Management
Illinois
$12.5M 331,963 -22,475 -6%
SFP
149
Strategic Financial Partners
Oregon
$12M 320,093 -79,241 -20%
GCA
150
Gradient Capital Advisors
California
$11.9M 316,043 +24,227 +8%
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