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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 %
MFA
201
Millington Financial Advisors
Illinois
$7.89M +$831K +22,129 +12%
SFS
202
Security Financial Services
Indiana
$7.84M -$187K -4,986 -2%
FHA
203
Flagship Harbor Advisors
Massachusetts
$7.79M +$7.79M +207,307 New
DWM
204
Dakota Wealth Management
Florida
$7.67M +$2.36M +62,957 +45%
SW
205
Simplicity Wealth
New Jersey
$7.62M -$2.13M -56,703 -22%
OGF
206
Orin Green Financial
California
$7.57M +$286K +7,622 +4%
CWM
207
Cornerstone Wealth Management
Missouri
$7.52M +$640K +17,032 +9%
DI
208
Diligent Investors
California
$7.47M -$46.5K -1,237 -0.6%
TIM
209
Tortoise Investment Management
New York
$7.42M +$544K +14,471 +8%
C
210
CEDRUS
Colorado
$7.41M +$716K +19,071 +11%
AC
211
AIFG Consultants
New York
$7.36M -$191K -5,074 -3%
HWP
212
Hibernia Wealth Partners
Louisiana
$7.32M -$427K -11,359 -6%
APC
213
Aspire Private Capital
North Carolina
$7.21M -$9.21M -245,165 -56%
CAM
214
Cresset Asset Management
Illinois
$7.15M – – –
AA
215
Aire Advisors
California
$6.93M -$4.21K -112 -0.1%
CWM
216
Congress Wealth Management
Massachusetts
$6.9M +$348K +9,273 +5%
LWMI
217
Landmark Wealth Management (Illinois)
Illinois
$6.87M -$5.46M -145,262 -44%
IP
218
Ignite Planners
California
$6.86M +$594K +15,807 +9%
KWM
219
Kingsview Wealth Management
Oregon
$6.71M -$5.31M -141,483 -44%
AWS
220
Atria Wealth Solutions
New York
$6.67M -$424K -11,289 -6%
GVAG
221
Great Valley Advisor Group
Delaware
$6.67M +$927K +24,681 +16%
PTCG
222
Pring Turner Capital Group
California
$6.64M -$114K -3,030 -2%
Comerica Bank
223
Comerica Bank
Texas
$6.62M +$84.6K +2,253 +1%
AWA
224
Aquire Wealth Advisors
Utah
$6.61M -$142K -3,792 -2%
CAAM
225
Cornerstone Advisors Asset Management
Pennsylvania
$6.56M +$47.4K +1,262 +0.7%
7 8
9
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