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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Nearwater Capital Markets, Ltd, Morgan Stanley, Flow Traders U.S. Llc, Bank Of America Corp, and Capitolis Liquid Global Markets Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| M&T Bank Corp | Buy | +23,640 | +22514.3% | 23,745 | $1.08M | Q1 2026 | Sep 04, 2026 |
| Dakota Wealth Management | Buy | +575,683 | +41.7% | 1,957,231 | $89.35M | Q1 2026 | Aug 26, 2026 |
| Brighton Jones Llc | Buy | +16,883 | — | 16,883 | $770.70K | Q1 2026 | Aug 07, 2026 |
| Robinswood Financial Llc | Buy | +220 | — | 220 | $10.04K | Q1 2026 | Jul 13, 2026 |
| Verus Capital Partners, Llc | Sell | -193,727 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 09, 2026 |
| Wells Fargo & Company/Mn | Buy | +199,882 | +11.3% | 1,971,124 | $89.98M | Q1 2026 | Jul 08, 2026 |
| Wealthpoint Financial, Llc | Buy | +5,716 | +16.6% | 40,249 | $1.84M | Q1 2026 | Jun 26, 2026 |
| Hobbs Group Advisors, Llc | Buy | +17,417 | +3.1% | 574,518 | $26.23M | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +94,945 | +47.4% | 295,301 | $13.48M | Q1 2026 | May 19, 2026 |
| Orographic Financial Advisors, Llc | Buy | +9,657 | — | 9,657 | $440.00K | Q1 2026 | May 19, 2026 |
| Financial Insights, Inc. | Sell | -60 | -0.1% | 93,812 | $4.28M | Q1 2026 | May 19, 2026 |
| Front Row Advisors Llc | Buy | +10 | +0.4% | 2,657 | $121.29K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -2,297,169 | -33.0% | 4,665,294 | $212.97M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -450,560 | -72.3% | 172,193 | $19.75M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +33,477 | +197.5% | 50,430 | $2.30M | Q1 2026 | May 18, 2026 |
| Barnes Wealth Management Group, Inc | Buy | +4,290 | +11.6% | 41,310 | $1.89M | Q1 2026 | May 18, 2026 |
| Gould Capital, Llc | Buy | +2,709 | — | 2,709 | $123.67K | Q1 2026 | May 18, 2026 |
| Edgestream Partners, L.P. | Sell | -2,348 | -32.2% | 4,949 | $225.92K | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Sell | -900 | -0.5% | 194,586 | $8.88M | Q1 2026 | May 18, 2026 |
| Strategic Investment Advisors / Mi | Sell | -617 | -4.9% | 12,068 | $550.89K | Q1 2026 | May 18, 2026 |
| Nearwater Capital Markets, Ltd | Buy | +6,039,200 | — | 6,039,200 | $275.69M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +4,564,687 | +38.3% | 16,480,575 | $752.34M | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +2,493,051 | — | 2,493,051 | $113.81M | Q1 2026 | May 15, 2026 |
| Capitolis Liquid Global Markets Llc | Buy | +1,949,500 | — | 1,949,500 | $88.99M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -1,439,523 | -95.0% | 75,134 | $3.43M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +856,350 | +69.4% | 2,090,453 | $95.43M | Q1 2026 | May 15, 2026 |
| State Street Corp | Sell | -571,296 | -6.8% | 7,886,187 | $360.00M | Q1 2026 | May 15, 2026 |
| Stadion Money Management, Llc | Sell | -467,730 | -10.6% | 3,938,291 | $179.78K | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Sell | -317,994 | -1.1% | 29,472,844 | $1.35B | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +240,849 | +25.6% | 1,180,997 | $53.91M | Q1 2026 | May 15, 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.