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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 %
FLI
251
Family Legacy Inc
South Carolina
$3.7M 113,659 -4,147 -4%
MWM
252
McNaughton Wealth Management
California
$3.68M 113,224 -69,749 -38%
G
253
Gainplan
Michigan
$3.66M 112,593 +11,788 +12%
AWMG
254
Alliance Wealth Management Group
New Jersey
$3.62M 111,332 -4,246 -4%
HT
255
Heritage Trust
Oklahoma
$3.57M 109,805 – –
NWM
256
Northwest Wealth Management
Iowa
$3.52M 108,177 +3,774 +4%
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$3.51M 107,877 -20,297 -16%
SWM
258
Spire Wealth Management
Virginia
$3.51M 107,730 -4,968 -4%
EA
259
Eclectic Associates
California
$3.46M 106,431 -4,648 -4%
WA
260
WBH Advisory
Maryland
$3.39M 104,200 +1,811 +2%
VWA
261
Visionary Wealth Advisors
Illinois
$3.36M 103,262 +1,253 +1%
OAM
262
Occidental Asset Management
California
$3.36M 103,235 -97,865 -49%
AIS
263
American Investment Services
Massachusetts
$3.32M 102,136 -6,195 -6%
TW
264
Towerpoint Wealth
California
$3.31M 101,829 -3,788 -4%
PA
265
Parallel Advisors
California
$3.24M 99,513 +2,479 +3%
NB
266
NBT Bank
New York
$3.22M 99,071 -970 -1%
LPT
267
Legacy Private Trust
Wisconsin
$3.19M 98,149 +1,220 +1%
WWM
268
Western Wealth Management
Colorado
$3.15M 96,705 +9,341 +11%
TVAMP
269
Tennessee Valley Asset Management Partners
Tennessee
$3.12M 95,890 -2,239 -2%
M&T Bank
270
M&T Bank
New York
$3.11M 95,427 -8,456 -8%
CSPIA
271
Cary Street Partners Investment Advisory
Virginia
$3.09M 94,808 -176 -0.2%
HAC
272
Harbor Advisory Corp
New Hampshire
$3.05M 93,751 -14,958 -14%
XF
273
XML Financial
Maryland
$2.98M 91,687 +10,903 +13%
HAS
274
HBW Advisory Services
California
$2.94M 90,214 +9,824 +12%
FHA
275
First Horizon Advisors
Tennessee
$2.93M 90,139 -34,912 -28%
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