SPDR PORTFOLIO DEVELOPED WOR (SPDW) Institutional Ownership Changes & 13F Activity
SPDR PORTFOLIO DEVELOPED WOR (SPDW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, State Street Corp, Equitable Holdings, Inc., Envestnet Portfolio Solutions, Inc., and Corient Private Wealth Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Boltwood Capital Management | Sell | -2,985 | -1.1% | 270,470 | $13.58M | Q3 2026 | Oct 02, 2026 |
| Confluence Investment Management Llc | Sell | -62,987 | -4.2% | 1,419,786 | $71.29M | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -8,373,691 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -2,202,100 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -6,331 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -4,485,803 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -1,145 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -417 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Revere Asset Management, Inc | Sell | -6,941 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 14, 2026 |
| Integrated Wealth Concepts Llc | Sell | -1,249,570 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Second Line Capital, Llc | Sell | -600,233 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Sell | -18,622 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -7,556 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -1,548,902 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Brown Financial Advisors | Sell | -106,227 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| Financial Insights, Inc. | Sell | -93,637 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 25, 2026 |
| Rehmann Capital Advisory Group | Sell | -60,188 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Forefront Wealth Partners, Llc | Sell | -29,779 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -325,608 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -285,947 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -13,305 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Vermillion & White Wealth Management Group, Llc | Sell | -9,614 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Wilson & Boucher Capital Management, Llc | Sell | -4,700 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -1,435 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -900,196 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Sell | -884,654 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| North Star Asset Management Inc | Sell | -135,417 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Copia Wealth Management | Sell | -4,071 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -3,627 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -2,757,945 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
Frequently asked questions about SPDW activity
Which institutional owners are buying SPDW?
Institutional owners buying SPDW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SPDW activity?
"Buy" means an investor increased their reported position in SPDW compared to the prior reporting period. This reflects growing exposure to SPDR PORTFOLIO DEVELOPED WOR (SPDW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPDW increasing?
Institutional interest in SPDW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.