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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

736 hedge funds and large institutions have $12.8B invested in SPDR Portfolio Developed World ex-US ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 270 reducing their positions, and 37 closing their positions.

Holders
736
Holders Change
+27
Holders Change %
+3.81%
% of All Funds
11.61%
Holding in Top 10
106
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.93%
% of All Funds
1.67%
New
71
Increased
305
Reduced
270
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$293M
2
LPL Financial
2
LPL Financial
California
$671M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$188M
4
SMM
4
Stadion Money Management
Georgia
$331M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.75B

Top Sellers

1
Jane Street
1
Jane Street
New York
$32.3M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$10.2M
3
Bank of America
3
Bank of America
North Carolina
$167M
4
AssetMark Inc
4
AssetMark Inc
California
$86M
5
ACM
5
AlphaStar Capital Management
North Carolina
$68M
Name Market Value Shares Shares
Change 		Shares
Change %
PTCG
226
Pring Turner Capital Group
California
$4.77M 146,537 +10,589 +8%
CA
227
CSM Advisors
Pennsylvania
$4.74M 145,743 -10,723 -7%
SFPM
228
Sensible Financial Planning & Management
Massachusetts
$4.7M 144,546 -7,112 -5%
EF
229
Empowered Funds
Pennsylvania
$4.69M 144,194 -16,265 -10%
EST
230
EA Series Trust
Pennsylvania
$4.69M 144,194 +144,194 New
NRA
231
NSI Retail Advisors
Pennsylvania
$4.69M 144,000 -10,700 -7%
NC
232
NovaPoint Capital
Georgia
$4.54M 139,383 +2,714 +2%
C
233
CEDRUS
Colorado
$4.45M 136,743 -7,752 -5%
BPA
234
Beacon Pointe Advisors
California
$4.36M 133,894 -3,255 -2%
TDWM
235
Topel & Distasi Wealth Management
California
$4.34M 133,364 – –
GVAG
236
Great Valley Advisor Group
Delaware
$4.33M 133,060 +6,663 +5%
JPMPWA
237
J.P. Morgan Private Wealth Advisors
California
$4.24M 130,361 -16,056 -11%
VVP
238
Venture Visionary Partners
Ohio
$4.24M 130,289 +40,285 +45%
AWM
239
Axxcess Wealth Management
California
$4.2M 129,064 -23,714 -16%
PC
240
Pecaut & Co
Iowa
$4.1M 125,916 +10,907 +9%
SSWM
241
Sheets Smith Wealth Management
North Carolina
$4.07M 125,146 -886 -0.7%
AG
242
Ascent Group
Virginia
$4.07M 124,928 -44,880 -26%
AFS
243
Annapolis Financial Services
Maryland
$4.02M 123,511 +922 +0.8%
VC
244
Vicus Capital
Pennsylvania
$3.98M 122,375 -4,698 -4%
FPWM
245
FSB Premier Wealth Management
Iowa
$3.94M 120,977 -1,318 -1%
YIA
246
YHB Investment Advisors
Connecticut
$3.84M 117,957 +83,993 +247%
MHWM
247
Montz Harcus Wealth Management
Louisiana
$3.8M 116,828 +7,867 +7%
LFG
248
Larson Financial Group
Missouri
$3.8M 116,640 -56 -0%
NAS
249
Nicolet Advisory Services
Wisconsin
$3.78M 119,299 -13,047 -10%
CWM
250
Collaborative Wealth Management
Florida
$3.74M 114,940 +946 +0.8%
8 9
10
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