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

SPDR Portfolio Developed World ex-US ETF logo
$51.51 +0.37 (+0.72%)
Closing price 09/2/2026 04:10 PM Eastern
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$51.62 +0.11 (+0.20%)
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Number of
Institutional Buyers
(last 12 months)
758
Total
Institutional Inflows
(last 12 months)
$41.89B
Number of
Institutional Sellers
(last 12 months)
449
Total
Institutional Outflows
(last 12 months)
$1.23B
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SPDW Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Second Line Capital LLC600,233$30.25M5.5%+2.7%0.075%
9/2/2026Range Advisory LLC298,167$15.03M1.8%+10.3%0.037%
9/2/2026Brown Lisle Cummings Inc.7,556$381K0.1%+317.9%0.001%
8/27/2026 Corient Private Wealth LP1,548,902$78.05M0.1%-8.5%0.192%
8/26/2026 Brown Financial Advisors106,227$5.35M1.9%-4.5%0.013%
8/25/2026 Tobias Financial Advisors Inc.89,497$4.51M0.5%N/A0.011%
8/23/2026 DMC Group LLC6,826$344K0.2%N/A0.001%
8/23/2026 Mason & Associates LLC388,895$19.60M4.1%+1.3%0.048%
8/23/2026 Ameritas Advisory Services LLC11,177$563K0.0%-43.1%0.001%
8/23/2026 Kintra Wealth LLC16,933$883K0.0%-9.1%0.002%
8/23/2026 PCG Wealth Advisors LLC40,104$2.02M0.4%-5.8%0.005%
8/23/2026 SFG Wealth Management LLC.23,258$1.17M0.4%+190.0%0.003%
8/23/2026 Operose Advisors LLC2,531$128K0.0%-10.2%0.000%
8/23/2026 HB Wealth Management LLC12,148$612K0.0%+63.1%0.002%
8/23/2026 Angeles Wealth Management LLC5,460$275K0.0%+18.0%0.001%
8/22/2026 Noble Wealth Partners LLC31,378$1.58M1.4%N/A0.004%
8/22/2026 MW Advisory LLC6,846$345K0.1%N/A0.001%
8/22/2026 SeedSafe Financial LLC20,425$1.03M0.7%N/A0.003%
8/22/2026 Cassilly Financial Group LLC12,762$643K0.5%+40.7%0.002%
8/22/2026 Hopwood Nicholas Hunter23,443$1.18M0.3%N/A0.003%
8/22/2026 Plan A Wealth LLC11,647$587K0.3%-15.9%0.001%
8/22/2026 Cornerstone Advisors Asset Management LLC127,556$6.43M0.8%-0.4%0.016%
8/22/2026 Jim Saulnier & Associates LLC4,107$207K0.1%-87.7%0.001%
8/22/2026 Three Seasons Wealth LLC8,101$408K0.0%+5.3%0.001%
8/22/2026 Vested Financial Planning LLC151,131$7.62M5.1%+0.7%0.019%
8/22/2026 SMART Wealth LLC125,434$6.32M1.4%N/A0.016%
8/22/2026 Copley Financial Group Inc.5,676$286K0.1%-19.6%0.001%
8/22/2026 DORVAL Corp281,499$14.19M4.2%+1.1%0.035%
8/22/2026 Syon Capital LLC3,997$201K0.0%N/A0.000%
8/22/2026 TD Waterhouse Canada Inc.550$27K0.0%N/A0.000%
8/22/2026 Concurrent Investment Advisors LLC131,235$6.29M0.1%+302.5%0.016%
8/21/2026 Montz Harcus Wealth Management LLC256,456$12.92M4.2%+1.2%0.032%
8/21/2026 Kraft Davis & Associates LLC15,742$780K0.2%-12.1%0.002%
8/21/2026 Rodgers & Associates LTD349,364$17.60M1.3%-3.1%0.043%
8/21/2026 Continuum Advisory LLC140,096$7.04M0.6%+1.5%0.017%
8/21/2026 Orion Capital Management LLC3,627$183K0.1%-5.8%0.000%
8/21/2026 Weitzel Financial Services Inc.108,695$5.43M1.7%+15.4%0.013%
8/21/2026 Tranquilli Financial Advisor LLC100,373$5.06M2.7%+3.8%0.012%
8/21/2026 Coppell Advisory Solutions LLC20,719$1.04M0.2%N/A0.003%
8/21/2026 Emergent Wealth Advisors LLC4,143$209K0.1%N/A0.001%
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8/21/2026 SkyOak Wealth LLC76,708$3.87M0.6%+3.1%0.010%
8/21/2026 XML Financial LLC171,087$8.62M0.6%+1.0%0.021%
8/21/2026 Beacon Financial Advisory LLC4,263$215K0.0%N/A0.001%
8/21/2026 Symphony Financial Ltd. Co.131,460$6.59M0.8%+2.1%0.016%
8/21/2026 Luken Investment Analytics LLC238,829$12.04M4.1%+2.6%0.030%
8/21/2026 Acorn Wealth Advisors LLC13,578$684K0.2%+11.5%0.002%
8/21/2026 Triumph Capital Management21,073$1.04M0.2%+51.9%0.003%
8/21/2026 Rinkey Investments639,738$32.24M7.3%-1.9%0.079%
8/20/2026 Nwam LLC104,526$5.27M0.3%+1.5%0.013%
8/20/2026 Rehmann Capital Advisory Group60,188$3.03M0.1%-2.0%0.007%
8/20/2026 JNBA Financial Advisors2,430,445$122.47M6.2%-3.1%0.302%
8/20/2026 Advocacy Wealth Management LLC2,268,369$114.30M1.8%+9.2%0.282%
8/20/2026 M Holdings Securities Inc.18,509$928K0.1%+3.9%0.002%
8/20/2026 Oarsman Capital Inc.8,131$410K0.0%+47.0%0.001%
8/20/2026 RPg Family Wealth Advisory LLC215,288$10.85M1.7%N/A0.027%
8/20/2026 Risk Paradigm Group LLC211,331$10.65M7.1%N/A0.026%
8/6/2026 Clearstead Trust LLC2,421$122K0.0%N/A0.000%
7/12/2026 Ballast Inc.4,550$229K0.0%-8.3%0.001%
7/10/2026 Butensky & Cohen Financial Security Inc.79,691$4.02M1.0%-1.3%0.010%
7/10/2026 Financial Planning Fort Collins LLC238,847$11.96M9.1%-6.6%0.030%
7/10/2026 Leverty Financial Group LLC17,518$883K0.2%-17.1%0.002%
7/10/2026 Peirce Capital Management LLC27,760$1.40M0.5%-11.3%0.003%
7/10/2026 Dagco Inc.35,368$1.78M0.3%+11.4%0.004%
7/10/2026 Partnership Wealth Management LLC218,092$10.99M7.4%+3.4%0.027%
7/10/2026 G&S Capital LLC92,587$4.67M1.4%+3.2%0.012%
7/10/2026 City Holding Co.5,970$301K0.0%N/A0.001%
7/10/2026 KWB Wealth788,912$39.75M3.4%-5.0%0.098%
7/10/2026 Spinnaker Investment Group LLC9,362$472K0.1%N/A0.001%
7/10/2026 KMG Fiduciary Partners LLC41,617$2.10M0.2%+14.1%0.005%
7/10/2026 Sherman Wealth Management LLC167,877$8.46M6.4%+5.9%0.021%
7/10/2026 Wealthcare Advisory Partners LLC1,419,227$71.52M1.4%+2.3%0.177%
7/10/2026 Paladin Wealth LLC88,556$4.46M2.6%+4.4%0.011%
7/9/2026 Kraft Davis & Associates LLC15,742$780K0.2%-12.1%0.002%
7/9/2026 Wealthcare Capital Partners LLC32,681$1.65M0.7%-4.1%0.004%
7/9/2026 Tenzing Financial LLC4,152$211K0.1%N/A0.001%
7/9/2026 Fortitude Financial LLC169,276$8.53M7.7%-12.1%0.021%
7/9/2026 World Equity Group Inc.28,884$1.46M0.3%+265.8%0.004%
7/9/2026 Focus Financial Network Inc.7,801$393K0.0%+5.2%0.001%
7/9/2026 Wealthcare Capital Management LLC15,640$788K0.1%+11.6%0.002%
7/9/2026 Aletheian Wealth Advisors LLC14,525$732K0.3%-2.6%0.002%
7/9/2026 Roan Capital Partners37,901$1.91M1.6%-6.4%0.005%
7/9/2026 Adamsbrown Wealth Consultants LLC4,717$238K0.0%N/A0.001%
7/9/2026 Valeo Financial Advisors LLC17,994$907K0.0%+2.7%0.002%
7/9/2026 Private Wealth Group LLC52,122$2.63M1.0%+6.7%0.006%
7/9/2026 Norway Savings Bank103,186$5.20M2.2%+1.7%0.013%
7/8/2026 Gradient Investments LLC2,230,648$112.40M1.6%-1.5%0.278%
7/8/2026 First Heartland Consultants Inc.743,181$37.45M2.4%+1.3%0.093%
7/8/2026 Puff Wealth Management LLC86,360$4.35M4.4%N/A0.011%
7/8/2026 Castle Rock Wealth Management LLC6,724$335K0.1%+6.7%0.001%
7/8/2026 Apella Capital LLC633,990$31.75M0.4%-4.8%0.079%
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7/8/2026 Evanson Financial LLC12,997$655K0.0%N/A0.002%
7/8/2026 Eclectic Associates Inc. ADV86,197$4.34M0.5%-5.2%0.011%
7/8/2026 Midwest Financial Network LLC71,656$3.61M2.5%+19.2%0.009%
7/8/2026 Integrated Capital Management Inc.196,927$9.92M6.9%-1.2%0.025%
7/8/2026 Gainplan LLC55,519$2.80M1.1%+8.5%0.007%
7/7/2026 Bill Few Associates Inc.40,448$2.04M0.4%-1.0%0.005%
7/7/2026 Trinity Wealth Management LLC65,190$3.29M1.0%+2.1%0.008%
7/7/2026 Balefire LLC100,882$5.08M0.8%-19.6%0.013%
7/7/2026 Tlwm17,879$901K0.1%+5.1%0.002%
7/7/2026 Avior Wealth Management LLC152,322$7.68M0.2%+1.4%0.019%


SPDW Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,200 institutional investors and hedge funds held shares of SPDR Portfolio Developed World ex-US ETF. The most heavily invested institutionals were Auto Owners Insurance Co ($38.73B), Creative Planning ($4.83B), Financial Engines Advisors L.L.C. ($2.54B), LPL Financial LLC ($1.66B), Allworth Financial LP ($1.32B), CWM LLC ($689.27M), and TIAA Trust National Association ($603.77M).Learn more on SPDR Portfolio Developed World ex-US ETF's institutional investors.

Of the 1,081 institutional investors that purchased SPDR Portfolio Developed World ex-US ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Auto Owners Insurance Co ($869.30M), Creative Planning ($26.22M), LPL Financial LLC ($6.77M), Vantagepoint Investment Advisers LLC ($6.52M), Benjamin Edwards Inc. ($5.68M), Valpey Financial Services LLC ($5.51M), and Commonwealth Equity Services LLC ($5.18M).

Institutional investors have bought a total of 944,309,608 shares in the last 24 months. This purchase volume represents approximately $41.89B in transactions.

Of the 449 institutional investors that sold SPDR Portfolio Developed World ex-US ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($2.55M), Financial Engines Advisors L.L.C. ($2.53M), Auto Owners Insurance Co ($2.35M), Bank of America Corp DE ($2.30M), Allworth Financial LP ($2.25M), Goldstein Advisors LLC ($1.02M), and Thrivent Financial for Lutherans ($908.39K).

Institutional investors have sold a total of 27,938,582 shares in the last 24 months. This volume of shares sold represents approximately $1.23B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPDW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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