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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
M&T Bank CorpBuy+23,640+22514.3%23,745$1.08MQ1 2026Sep 04, 2026
Dakota Wealth ManagementBuy+575,683+41.7%1,957,231$89.35MQ1 2026Aug 26, 2026
Brighton Jones LlcBuy+16,883—16,883$770.70KQ1 2026Aug 07, 2026
Robinswood Financial LlcBuy+220—220$10.04KQ1 2026Jul 13, 2026
Verus Capital Partners, LlcSell-193,727-100.0%0$0.00Q1 2026Jul 09, 2026
Wells Fargo & Company/MnBuy+199,882+11.3%1,971,124$89.98MQ1 2026Jul 08, 2026
Wealthpoint Financial, LlcBuy+5,716+16.6%40,249$1.84MQ1 2026Jun 26, 2026
Hobbs Group Advisors, LlcBuy+17,417+3.1%574,518$26.23MQ1 2026May 20, 2026
Western Wealth Management, LlcBuy+94,945+47.4%295,301$13.48MQ1 2026May 19, 2026
Orographic Financial Advisors, LlcBuy+9,657—9,657$440.00KQ1 2026May 19, 2026
Financial Insights, Inc.Sell-60-0.1%93,812$4.28MQ1 2026May 19, 2026
Front Row Advisors LlcBuy+10+0.4%2,657$121.29KQ1 2026May 19, 2026
Bank Of America CorpSell-2,297,169-33.0%4,665,294$212.97MQ1 2026May 18, 2026
Newedge Advisors, LlcSell-450,560-72.3%172,193$19.75MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+33,477+197.5%50,430$2.30MQ1 2026May 18, 2026
Barnes Wealth Management Group, IncBuy+4,290+11.6%41,310$1.89MQ1 2026May 18, 2026
Gould Capital, LlcBuy+2,709—2,709$123.67KQ1 2026May 18, 2026
Edgestream Partners, L.P.Sell-2,348-32.2%4,949$225.92KQ1 2026May 18, 2026
Arete Wealth Advisors, LlcSell-900-0.5%194,586$8.88MQ1 2026May 18, 2026
Strategic Investment Advisors / MiSell-617-4.9%12,068$550.89KQ1 2026May 18, 2026
Nearwater Capital Markets, LtdBuy+6,039,200—6,039,200$275.69MQ1 2026May 15, 2026
Morgan StanleyBuy+4,564,687+38.3%16,480,575$752.34MQ1 2026May 15, 2026
Flow Traders U.S. LlcBuy+2,493,051—2,493,051$113.81MQ1 2026May 15, 2026
Capitolis Liquid Global Markets LlcBuy+1,949,500—1,949,500$88.99MQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-1,439,523-95.0%75,134$3.43MQ1 2026May 15, 2026
Cerity Partners LlcBuy+856,350+69.4%2,090,453$95.43MQ1 2026May 15, 2026
State Street CorpSell-571,296-6.8%7,886,187$360.00MQ1 2026May 15, 2026
Stadion Money Management, LlcSell-467,730-10.6%3,938,291$179.78KQ1 2026May 15, 2026
Allworth Financial LpSell-317,994-1.1%29,472,844$1.35BQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+240,849+25.6%1,180,997$53.91MQ1 2026May 15, 2026
Showing 30 of 1,033

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.