SPDW icon

SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

756 hedge funds and large institutions have $12.9B invested in SPDR Portfolio Developed World ex-US ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 313 increasing their positions, 263 reducing their positions, and 38 closing their positions.

Holders
756
Holders Change
+20
Holders Change %
+2.72%
% of All Funds
12.06%
Holding in Top 10
102
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.77%
% of All Funds
1.63%
New
67
Increased
313
Reduced
263
Closed
38
Calls
$16K
Puts
$61K
Net Calls
-$45K
Net Calls Change
-$45K

Top Buyers

1
Jane Street
1
Jane Street
New York
$199M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$127M
3
AF
3
Allworth Financial
California
$831M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.75B
5
Charles Schwab
5
Charles Schwab
California
$66.5M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$237M
2
HI
2
Horizon Investments
North Carolina
$207M
3
Bank of America
3
Bank of America
North Carolina
$117M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$192M
5
EH
5
Equitable Holdings
New York
$66.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SFM
226
Signet Financial Management
New Jersey
$4.87M 157,031 +9,586 +7%
BSW
227
Buckingham Strategic Wealth
Missouri
$4.83M 155,870 +4,232 +3%
PA
228
Procyon Advisors
Connecticut
$4.75M 153,086 +4,406 +3%
BPA
229
Beacon Pointe Advisors
California
$4.67M 150,635 +16,741 +13%
EF
230
Empowered Funds
Pennsylvania
$4.64M 149,738 +5,544 +4%
Comerica Bank
231
Comerica Bank
Texas
$4.62M 148,876 +148,876 New
HWA
232
Heartwood Wealth Advisors
Virginia
$4.59M 148,064 -1,436 -1%
TFA
233
Tranquilli Financial Advisor
New Jersey
$4.57M 147,532 -25,593 -15%
C
234
CEDRUS
Colorado
$4.57M 147,400 +10,657 +8%
CW
235
Connectus Wealth
Ohio
$4.55M 146,614 +146,614 New
CAMV
236
Concord Asset Management (Virginia)
Virginia
$4.53M 146,240 -12,058 -8%
SFPM
237
Sensible Financial Planning & Management
Massachusetts
$4.5M 144,995 +449 +0.3%
XF
238
XML Financial
Maryland
$4.48M 144,352 +52,665 +57%
MAM
239
Meeder Asset Management
Ohio
$4.38M 141,187 +56,506 +67%
NC
240
NovaPoint Capital
Georgia
$4.33M 139,599 +216 +0.2%
GVAG
241
Great Valley Advisor Group
Delaware
$4.3M 138,687 +5,627 +4%
FI
242
Financial Insights
Washington
$4.26M 142,253 -18,005 -11%
YIA
243
YHB Investment Advisors
Connecticut
$4.19M 135,122 +17,165 +15%
TDWM
244
Topel & Distasi Wealth Management
California
$4.13M 133,037 -327 -0.2%
VVP
245
Venture Visionary Partners
Ohio
$4.09M 131,734 +1,445 +1%
JPMPWA
246
J.P. Morgan Private Wealth Advisors
California
$4.03M 129,954 -407 -0.3%
CGFA
247
Colton Groome Financial Advisors
North Carolina
$4M 129,007 -36,509 -22%
Koshinski Asset Management
248
Koshinski Asset Management
Illinois
$3.99M 128,749 -18,291 -12%
SSWM
249
Sheets Smith Wealth Management
North Carolina
$3.98M 128,361 +3,215 +3%
PC
250
Pecaut & Co
Iowa
$3.92M 126,493 +577 +0.5%
8 9
10
11 12