SPDR Portfolio Developed World ex-US ETF (SPDW) Institutional Ownership

$35.98
+0.01 (+0.03%)
(As of 05/13/2024 ET)

Institutional Ownership Changes (13F Filings) for SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Number of
Institutional Buyers
(last 12 months)
562
Total
Institutional Inflows
(last 12 months)
$4.11B
Number of
Institutional Sellers
(last 12 months)
371
Total
Institutional Outflows
(last 12 months)
$1.16B
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SPDW Institutional Buying and Selling by Quarter

SPDR Portfolio Developed World ex-US ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024O Shaughnessy Asset Management LLC6,700$240K0.0%+17.5%0.001%
5/13/2024PAX Financial Group LLC143,157$5.13M1.0%-7.0%0.025%
5/13/2024Signature Estate & Investment Advisors LLC5,947,385$213.15M6.0%-4.6%1.059%
5/11/2024 Resurgent Financial Advisors LLC14,971$537K0.3%-16.3%0.003%
5/10/2024 Osaic Holdings Inc.4,402,646$157.80M0.4%-0.4%0.784%
5/10/2024 Blue Barn Wealth LLC73,377$2.63M1.5%-2.1%0.013%
5/10/2024 Rodgers & Associates LTD310,547$11.13M1.4%+1.9%0.055%
5/10/2024 TIAA Trust National Association12,479,734$447.27M1.4%-0.9%2.221%
5/10/2024 Nicolet Advisory Services LLC91,708$3.28M0.3%-7.4%0.016%
5/10/2024 Towercrest Capital Management199,589$7.15M1.2%-2.2%0.036%
5/10/2024 Prevail Innovative Wealth Advisors LLC11,501$412K0.2%+50.1%0.002%
5/10/2024 GM Advisory Group LLC421,957$15.12M1.1%-1.7%0.075%
5/10/2024 Nwam LLC30,083$1.08M0.1%-5.9%0.005%
5/10/2024 Reston Wealth Management LLC719,385$25.78M10.5%-0.8%0.128%
5/9/2024 ProVise Management Group LLC630,244$22.59M2.0%+4.7%0.112%
5/9/2024 Blair William & Co. IL43,691$1.57M0.0%+3.4%0.008%
5/9/2024 Orion Portfolio Solutions LLC312,510$11.20M0.1%-21.5%0.056%
5/9/2024 Kingsview Wealth Management LLC313,532$11.24M0.3%+2.8%0.056%
5/9/2024 Clearwater Capital Advisors LLC1,102,405$39.51M4.2%-0.1%0.196%
5/9/2024 JDM Financial Group LLC284,693$10.20M7.4%+11.7%0.051%
5/9/2024 MB Generational Wealth LLC9,132$334K0.3%-27.5%0.002%
5/9/2024 Charles Schwab Investment Advisory Inc.6,369$228K0.0%-5.1%0.001%
5/9/2024 Koshinski Asset Management Inc.122,329$4.38M0.4%N/A0.022%
5/8/2024 Schneider Downs Wealth Management Advisors LP1,277,260$45.78M10.6%+8.9%0.227%
5/8/2024 Paladin Advisory Group LLC55,871$1.99M1.6%-3.4%0.010%
5/8/2024 Great Diamond Partners LLC20,724$743K0.2%+4.7%0.004%
5/8/2024 US Bancorp DE848,127$30.40M0.0%+1.8%0.151%
5/8/2024 Astoria Strategic Wealth Inc.16,360$586K0.2%+3.5%0.003%
5/8/2024 Watershed Private Wealth LLC66,906$2.40M1.1%+20.4%0.012%
5/8/2024 Seven Springs Wealth Group LLC230,918$8.28M3.2%-1.0%0.041%
5/7/2024 Anson Capital Inc.214,843$7.70M11.1%+11.6%0.038%
5/7/2024 Meeder Advisory Services Inc.727,743$26.08M2.7%+1.1%0.130%
5/7/2024 Meeder Asset Management Inc.85,788$3.08M0.2%-0.5%0.015%
5/7/2024 WNY Asset Management LLC8,819$316K0.0%-5.6%0.002%
5/7/2024 Sei Investments Co.1,510,000$54.12M0.1%-4.2%0.269%
5/7/2024 Atomi Financial Group Inc.46,484$1.67M0.2%+7.5%0.008%
5/7/2024 Pecaut & CO.147,802$5.30M2.0%+8.9%0.026%
5/7/2024 Facet Wealth Inc.813,420$29.04M1.0%-2.8%0.145%
5/7/2024 Benedetti & Gucer Inc.5,909$212K0.1%-46.5%0.001%
5/7/2024 PFG Advisors18,500$663K0.0%+65.7%0.003%
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5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,896$391K0.0%-12.9%0.002%
5/7/2024 Insight Advisors LLC PA127,229$4.56M0.9%+111.3%0.023%
5/7/2024 Howard Wealth Management LLC27,280$978K0.8%-1.5%0.005%
5/7/2024 Empowered Funds LLC470,837$16.88M0.3%+192.4%0.084%
5/6/2024 Envestnet Portfolio Solutions Inc.1,664,170$59.64M0.2%+13.0%0.296%
5/6/2024 OLD Second National Bank of Aurora8,953$321K0.1%-18.0%0.002%
5/6/2024 MGB Wealth Management LLC30,902$1.11M0.5%+5.2%0.006%
5/6/2024 Sensible Financial Planning & Management LLC.197,680$7.09M1.6%-0.5%0.035%
5/6/2024 Advisory Alpha LLC3,817,466$136.82M5.6%+27.2%0.680%
5/4/2024 Financial Connections Group Inc.57,635$2.07M2.3%-1.8%0.010%
5/4/2024 SPC Financial Inc.264,770$9.49M0.9%+5.2%0.047%
5/4/2024 McClarren Financial Advisors Inc.1,076$39K0.0%-94.7%0.000%
5/4/2024 Keener Financial Planning LLC109,135$3.91M2.7%-1.3%0.019%
5/4/2024 Geneos Wealth Management Inc.504,283$18.07M0.8%+4.2%0.090%
5/4/2024 Glassman Wealth Services12,684$455K0.1%+9.1%0.002%
5/4/2024 Richardson Financial Services Inc.85,403$3.07M2.2%-5.4%0.015%
5/3/2024 Investments & Financial Planning LLC11,559$414K0.3%-4.4%0.002%
5/3/2024 TFB Advisors LLC26,512$917K0.3%+3.7%0.005%
5/3/2024 Larson Financial Group LLC135,027$4.84M0.4%-6.5%0.024%
5/3/2024 Callan Capital LLC1,074,180$38.50M3.4%-3.6%0.191%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors247,409$8.87M1.0%-39.5%0.044%
5/3/2024 Rehmann Capital Advisory Group30,981$1.11M0.1%-3.0%0.006%
5/3/2024 Rinkey Investments981,511$35.18M12.8%+1.7%0.175%
5/3/2024 Absolute Capital Management LLC9,824$352K0.2%-8.0%0.002%
5/2/2024 Mutual Advisors LLC174,902$6.27M0.2%-33.5%0.031%
5/2/2024 Salomon & Ludwin LLC30,929$1.11M0.1%+12.4%0.006%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC144,093$5.16M0.1%-15.3%0.026%
5/2/2024 USAdvisors Wealth Management LLC88,409$3.17M1.2%+5.0%0.016%
5/2/2024 New England Capital Financial Advisors LLC209,279$7.50M4.2%+3.0%0.037%
5/2/2024 Graypoint LLC496,855$17.81M1.3%-14.1%0.088%
5/2/2024 Quent Capital LLC78,972$2.83M0.3%+1.6%0.014%
5/2/2024 Alliance Wealth Management Group99,407$3.56M1.0%-3.0%0.018%
5/2/2024 Better Money Decisions LLC32,474$1.16M0.9%+1.9%0.006%
5/2/2024 Flagstone Financial Management614,489$22.02M8.5%+0.2%0.109%
5/1/2024 Stone Point Wealth LLC18,683$670K0.2%-1.8%0.003%
5/1/2024 StoneX Group Inc.50,727$1.82M0.2%-6.5%0.009%
5/1/2024 Janney Montgomery Scott LLC22,636$811K0.0%+7.0%0.004%
5/1/2024 Auour Investments LLC790,199$28.32M10.5%-0.4%0.141%
5/1/2024 TKG Advisors LLC41,441$1.49M0.8%+22.5%0.007%
5/1/2024 Ballast Advisors LLC39,292$1.41M0.5%-3.5%0.007%
5/1/2024 Mission Wealth Management LP13,232$474K0.0%N/A0.002%
5/1/2024 Flynn Zito Capital Management LLC14,290$512K0.3%-4.0%0.003%
5/1/2024 Leicht Financial Planning & Wealth Management Inc.449,721$16.12M8.8%+0.8%0.080%
5/1/2024 Worth Financial Advisory Group LLC53,372$1.91M1.3%+27.9%0.010%
5/1/2024 Sequoia Financial Advisors LLC17,555$629K0.0%+13.1%0.003%
5/1/2024 Diversify Advisory Services LLC435,619$15.54M0.9%N/A0.078%
4/30/2024 Private Advisor Group LLC2,548,694$91.35M0.7%+6.5%0.454%
4/30/2024 Lodestone Wealth Management LLC8,445$303K0.2%-3.7%0.002%
4/30/2024 J.W. Cole Advisors Inc.21,825$782K0.0%-5.2%0.004%
4/30/2024 Norden Group LLC118,708$4.26M0.3%+195.9%0.021%
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4/30/2024 RF&L Wealth Management LLC13,927$499K0.4%-2.6%0.002%
4/30/2024Concord Wealth Partners130,983$4.69M0.8%-15.4%0.023%
4/30/2024 Marathon Strategic Advisors LLC184,013$6.60M8.0%+3.7%0.033%
4/30/2024 Granite Bay Wealth Management LLC57,010$2.04M1.2%-97.3%0.010%
4/30/2024 Garrett Wealth Advisory Group LLC537,514$19.26M7.9%+1.1%0.096%
4/30/2024 Perigon Wealth Management LLC17,087$612K0.0%-6.5%0.003%
4/30/2024 Hutchens & Kramer Investment Management Group LLC7,402$264K0.2%-3.7%0.001%
4/30/2024 Valtinson Bruner Financial Planning LLC211,204$7.57M3.2%+21.5%0.038%
4/30/2024 SkyOak Wealth LLC79,268$2.84M0.7%+5.0%0.014%
4/29/2024Commonwealth Equity Services LLC1,212,818$43.47M0.1%+2.4%0.216%
(Data available from 1/1/2016 forward)

SPDW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPDW shares?

During the previous two years, 842 institutional investors and hedge funds held shares of SPDR Portfolio Developed World ex-US ETF. The most heavily invested institutionals were Creative Planning ($1.83B), Financial Engines Advisors L.L.C. ($1.75B), Allworth Financial LP ($1.02B), LPL Financial LLC ($702.85M), TIAA Trust National Association ($447.27M), Auto Owners Insurance Co ($389.96M), and Stadion Money Management LLC ($330.92M).Learn more on SPDW's institutional investors.

Which institutional investors have been buying SPDR Portfolio Developed World ex-US ETF stock?

Of the 773 institutional investors that purchased SPDR Portfolio Developed World ex-US ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($16.75M), Creative Planning ($13.23M), TIAA Trust National Association ($12.59M), Auto Owners Insurance Co ($11.47M), LPL Financial LLC ($10.33M), Portside Wealth Group LLC ($9.00M), and CWM LLC ($8.52M).

How much institutional buying is happening at SPDR Portfolio Developed World ex-US ETF?

Institutional investors have bought a total of 245,361,991 shares in the last 24 months. This purchase volume represents approximately $7.65B in transactions.

Which SPDR Portfolio Developed World ex-US ETF major shareholders have been selling company stock?

Of the 518 institutional investors that sold SPDR Portfolio Developed World ex-US ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Edmonds Duncan Registered Investment Advisors LLC ($7.72M), Benjamin F. Edwards & Company Inc. ($3.92M), Stifel Financial Corp ($3.68M), PFS Investments Inc. ($2.91M), Envestnet Asset Management Inc. ($2.47M), Trilogy Capital Inc. ($2.16M), and Granite Bay Wealth Management LLC ($2.07M).

How much institutional selling is happening at SPDR Portfolio Developed World ex-US ETF?

Institutional investors have sold a total of 69,688,597 shares in the last 24 months. This volume of shares sold represents approximately $2.18B in transactions.


This page (NYSEARCA:SPDW) was last updated on 5/13/2024 by MarketBeat.com Staff

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