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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

871 hedge funds and large institutions have $16B invested in SPDR Portfolio Developed World ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 417 increasing their positions, 249 reducing their positions, and 34 closing their positions.

Holders
871
Holders Change
+24
Holders Change %
+2.83%
% of All Funds
12.67%
Holding in Top 10
123
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.81%
% of All Funds
1.79%
New
73
Increased
417
Reduced
249
Closed
34
Calls
$137K
Puts
$1K
Net Calls
+$136K
Net Calls Change
+$6K

Top Buyers

1
State Street
1
State Street
Massachusetts
$425M
2
CA
2
Clearstead Advisors
Ohio
$89.2M
3
LPL Financial
3
LPL Financial
California
$977M
4
Stifel Financial
4
Stifel Financial
Missouri
$93.1M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$55.1M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$33.4M
2
Truist Financial
2
Truist Financial
North Carolina
$10.4M
3
SMM
3
Stadion Money Management
Georgia
$192M
4
Jane Street
4
Jane Street
New York
$6.58M
5
ACM
5
AlphaStar Capital Management
North Carolina
$34.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.12B 60,390,427 +841,047 +1%
Creative Planning
2
Creative Planning
Kansas
$1.87B 53,287,260 +197,305 +0.4%
AF
3
Allworth Financial
California
$1.05B 29,291,113 +953,779 +3%
LPL Financial
4
LPL Financial
California
$977M 27,846,706 +2,244,478 +9%
AOI
5
Auto-Owners Insurance
Michigan
$617M 17,576,000 – –
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$448M 12,775,751 +296,017 +2%
State Street
7
State Street
Massachusetts
$425M 12,124,874 +4,355,022 +56%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$369M 10,518,779 +603,173 +6%
UBS Group
9
UBS Group
Switzerland
$302M 8,598,772 +865,363 +11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$228M 6,485,274 +397,088 +7%
HI
11
Horizon Investments
North Carolina
$212M 6,029,133 -240,669 -4%
Morgan Stanley
12
Morgan Stanley
New York
$208M 5,936,308 +1,168,764 +25%
SMM
13
Stadion Money Management
Georgia
$192M 5,472,243 -1,945,083 -26%
Bank of America
14
Bank of America
North Carolina
$183M 5,228,369 -348,266 -6%
Mariner
15
Mariner
Kansas
$170M 4,846,205 +143,364 +3%
TC
16
TownSquare Capital
Utah
$169M 4,818,313 +198,992 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$160M 4,572,079 +169,433 +4%
AA
18
Advisory Alpha
Michigan
$141M 4,028,690 +211,224 +6%
Ameriprise
19
Ameriprise
Minnesota
$132M 3,766,259 +29,346 +0.8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$125M 3,573,306 -52,871 -1%
AssetMark Inc
21
AssetMark Inc
California
$114M 3,262,614 +988,349 +43%
GI
22
Gradient Investments
Minnesota
$112M 3,191,657 +130,291 +4%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$104M 2,970,376 -42,129 -1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$97.8M 2,786,626 +94,645 +4%
EH
25
Equitable Holdings
New York
$97.1M 2,767,350 +330,846 +14%
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