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SPDR MSCI ACWI ex-US ETF
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Overview Fund Activity

199 hedge funds and large institutions have $1.05B invested in SPDR MSCI ACWI ex-US ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 55 reducing their positions, and 11 closing their positions.

Holders
199
Holders Change
+5
Holders Change %
+2.58%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
19
Increased
70
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$36.4M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$25.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$22.9M
4
Bank of America
4
Bank of America
North Carolina
$170M
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$7.55M

Top Sellers

1
FC
1
Financial Consulate
Maryland
$1.02M
2
Jane Street
2
Jane Street
New York
$31.6M
3
SF
3
Synovus Financial
Georgia
$44.5M
4
Cerity Partners
4
Cerity Partners
New York
$0
5
FFN
5
Focus Financial Network
Minnesota
$5.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$170M 6,811,413 +463,036 +7%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$79.3M 3,187,068 +3,362 +0.1%
P
3
Pitcairn
Pennsylvania
$50.8M 2,039,555 +4,635 +0.2%
SF
4
Synovus Financial
Georgia
$44.5M 1,789,040 -52,428 -3%
APP
5
Avantax Planning Partners
Iowa
$39.3M 1,578,763 +62,908 +4%
HCM
6
Hengehold Capital Management
Ohio
$38.6M 1,549,606 -15,878 -1%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$36.9M 1,481,093 +255,971 +21%
HighTower Advisors
8
HighTower Advisors
Illinois
$36.4M 1,464,368 +1,161,518 +384%
LPL Financial
9
LPL Financial
California
$35.1M 1,411,266 +188,812 +15%
Jane Street
10
Jane Street
New York
$31.6M 1,268,921 -298,264 -19%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.3M 1,098,636 +51,723 +5%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$25.2M 1,014,025 +1,001,883 +8,251%
EB
13
Eastern Bank
Massachusetts
$24M 962,712 -820 -0.1%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$22.9M 873,230 +590,421 +209%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$19.9M 801,455 -13,541 -2%
Truist Financial
16
Truist Financial
North Carolina
$18.7M 752,035 -1,409 -0.2%
LPAM
17
Lodestar Private Asset Management
California
$18.5M 741,984 -33,199 -4%
SFA
18
Sequoia Financial Advisors
Ohio
$17.4M 700,553 -11,291 -2%
CCA
19
Cobblestone Capital Advisors
New York
$13.5M 543,587 -5,287 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$10.6M 427,604 -19,471 -4%
AIA
21
Arcadia Investment Advisors
Idaho
$10.1M 407,272 +4,035 +1%
Morgan Stanley
22
Morgan Stanley
New York
$9.45M 379,509 +39,246 +12%
UBS Group
23
UBS Group
Switzerland
$8.85M 355,601 -9,707 -3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$8.27M 332,121 -641 -0.2%
IWP
25
IAG Wealth Partners
Wisconsin
$8.15M 327,249 +3,418 +1%
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