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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.32B 61,894,486 +1,504,059 +2%
Creative Planning
2
Creative Planning
Kansas
$2B 53,357,013 +69,753 +0.1%
AF
3
Allworth Financial
California
$1.12B 29,863,752 +572,639 +2%
LPL Financial
4
LPL Financial
California
$1.02B 27,260,572 -586,134 -2%
AOI
5
Auto-Owners Insurance
Michigan
$660M 17,576,000 – –
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$494M 13,153,491 +377,740 +3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$429M 11,425,714 +906,935 +9%
UBS Group
8
UBS Group
Switzerland
$324M 8,617,027 +18,255 +0.2%
HI
9
Horizon Investments
North Carolina
$263M 6,993,926 +964,793 +16%
State Street
10
State Street
Massachusetts
$261M 6,960,568 -5,164,306 -43%
Morgan Stanley
11
Morgan Stanley
New York
$248M 6,595,639 +659,331 +11%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$229M 6,101,956 -383,318 -6%
SMM
13
Stadion Money Management
Georgia
$214M 5,699,907 +227,664 +4%
Bank of America
14
Bank of America
North Carolina
$204M 5,421,337 +192,968 +4%
TC
15
TownSquare Capital
Utah
$198M 5,259,797 +441,484 +9%
Mariner
16
Mariner
Kansas
$185M 4,934,577 +88,372 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$174M 4,640,702 +68,623 +2%
AA
18
Advisory Alpha
Michigan
$164M 4,368,898 +340,208 +8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$149M 3,956,506 +383,200 +11%
Ameriprise
20
Ameriprise
Minnesota
$127M 3,346,046 -420,213 -11%
GI
21
Gradient Investments
Minnesota
$123M 3,273,496 +81,839 +3%
Betterment LLC
22
Betterment LLC
New York
$113M 3,001,680 +1,621,109 +117%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$112M 2,976,569 +6,193 +0.2%
EH
24
Equitable Holdings
New York
$109M 2,894,028 +126,678 +5%
Stifel Financial
25
Stifel Financial
Missouri
$100M 2,673,047 +20,086 +0.8%
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