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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

847 hedge funds and large institutions have $15.9B invested in SPDR Portfolio Developed World ex-US ETF in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 332 increasing their positions, 312 reducing their positions, and 38 closing their positions.

Holders
847
Holders Change
+6
Holders Change %
+0.71%
% of All Funds
12.28%
Holding in Top 10
111
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.72%
% of All Funds
1.61%
New
61
Increased
332
Reduced
312
Closed
38
Calls
$130K
Puts
–
Net Calls
+$130K
Net Calls Change
+$128K

Top Buyers

1
AOI
1
Auto-Owners Insurance
Michigan
$630M
2
Mariner
2
Mariner
Kansas
$169M
3
GM
3
GeoWealth Management
Illinois
$81.3M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$2.13B
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$58.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$171M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$2.04M
3
Jane Street
3
Jane Street
New York
$56.7M
4
OMC
4
Old Mission Capital
Illinois
$0
5
AWM
5
AE Wealth Management
Kansas
$5.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.13B 59,549,380 +1,215,921 +2%
Creative Planning
2
Creative Planning
Kansas
$1.9B 53,089,955 -660,095 -1%
AF
3
Allworth Financial
California
$1.02B 28,337,334 +832,201 +3%
LPL Financial
4
LPL Financial
California
$918M 25,602,228 +689,664 +3%
AOI
5
Auto-Owners Insurance
Michigan
$630M 17,576,000 +6,110,000 +53%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$447M 12,479,734 -107,954 -0.9%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$355M 9,915,606 +889,153 +10%
State Street
8
State Street
Massachusetts
$278M 7,769,852 -646,983 -8%
UBS Group
9
UBS Group
Switzerland
$277M 7,733,409 -10,395 -0.1%
SMM
10
Stadion Money Management
Georgia
$266M 7,417,326 -284,329 -4%
HI
11
Horizon Investments
North Carolina
$225M 6,269,802 -150,380 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$218M 6,088,186 -30,920 -0.5%
SEIA
13
Signature Estate & Investment Advisors
California
$213M 5,947,385 -287,951 -5%
Bank of America
14
Bank of America
North Carolina
$200M 5,576,635 +520,144 +10%
Morgan Stanley
15
Morgan Stanley
New York
$171M 4,767,544 -2,647,536 -36%
Mariner
16
Mariner
Kansas
$169M 4,702,841 +3,062,225 +187%
TC
17
TownSquare Capital
Utah
$166M 4,619,321 +240,122 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$158M 4,402,646 -19,520 -0.4%
Truist Financial
19
Truist Financial
North Carolina
$139M 3,883,071 +38,635 +1%
AA
20
Advisory Alpha
Michigan
$137M 3,817,466 +816,957 +27%
Ameriprise
21
Ameriprise
Minnesota
$134M 3,736,913 +47,412 +1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$130M 3,626,177 -187,761 -5%
GI
23
Gradient Investments
Minnesota
$110M 3,061,366 -105,234 -3%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$108M 3,012,505 -116,881 -4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$96.5M 2,691,981 -510,616 -16%
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