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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
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 %
CA
176
CSM Advisors
Pennsylvania
$9.11M – – –
SFPM
177
Sensible Financial Planning & Management
Massachusetts
$9.09M +$208K +5,531 +2%
FPCP
178
Fort Point Capital Partners
California
$9.07M +$51.4K +1,368 +0.6%
GC
179
Grimes & Company
Massachusetts
$9.06M -$219K -5,838 -2%
PWG
180
Portside Wealth Group
Utah
$9.05M +$962K +25,623 +12%
TFA
181
TPG Financial Advisors
Oregon
$9.04M +$400K +10,642 +5%
FPAS
182
Focus Partners Advisor Solutions
Missouri
$9.03M -$22.9K -609 -0.3%
NRA
183
NSI Retail Advisors
Pennsylvania
$8.98M – – –
DAS
184
Diversify Advisory Services
Utah
$8.84M -$644K -17,737 -7%
BCG
185
BayBridge Capital Group
California
$8.7M +$222K +5,917 +3%
SSWG
186
Seven Springs Wealth Group
Tennessee
$8.52M -$32.5K -866 -0.4%
RBC
187
Roble Belko & Company
Pennsylvania
$8.52M -$1.24M -33,073 -13%
CSPIA
188
Cary Street Partners Investment Advisory
Virginia
$8.51M +$1.43M +38,031 +20%
MSA
189
Marathon Strategic Advisors
Pennsylvania
$8.46M +$1.37M +36,432 +19%
HI
190
Harbour Investments
Wisconsin
$8.37M -$1.15M -30,522 -12%
VWM
191
Venturi Wealth Management
Texas
$8.32M -$64.8K -1,724 -0.8%
PIFP
192
Partners in Financial Planning
Virginia
$8.28M -$448K -11,923 -5%
BFA
193
Brown Financial Advisory
Alabama
$8.27M -$4.09K -109 -0%
ACA
194
Atlas Capital Advisors
Wyoming
$8.25M +$244K +6,490 +3%
BW
195
BIP Wealth
Georgia
$8.2M +$777K +20,676 +10%
NECFA
196
New England Capital Financial Advisors
Connecticut
$8.13M +$138K +3,682 +2%
MHR
197
Matthew Hamilton Rosenberg
$8.11M +$332K +8,846 +4%
OPPS
198
Obsidian Personal Planning Solutions
Maryland
$8.1M +$820K +22,986 +11%
BFA
199
Brown Financial Advisors
Ohio
$8.07M +$449K +11,964 +6%
TC
200
Trilogy Capital
California
$7.91M -$5.61M -149,353 -41%
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