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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
VC
251
Vicus Capital
Pennsylvania
$3.9M +$105K +3,389 +3%
CWM
252
Collaborative Wealth Management
Florida
$3.89M +$328K +10,581 +9%
AFS
253
Annapolis Financial Services
Maryland
$3.82M -$11.5K -370 -0.3%
G
254
Gainplan
Michigan
$3.79M +$303K +9,768 +9%
WQ
255
Wealth Quarterback
New Jersey
$3.76M +$3.76M +121,373 New
CSPIA
256
Cary Street Partners Investment Advisory
Virginia
$3.75M +$810K +26,108 +28%
LA
257
Lifeworks Advisors
Michigan
$3.71M +$2.32M +74,704 +166%
FPWM
258
FSB Premier Wealth Management
Iowa
$3.71M -$45.8K -1,476 -1%
MHWM
259
Montz Harcus Wealth Management
Louisiana
$3.67M +$45.1K +1,455 +1%
WWM
260
Western Wealth Management
Colorado
$3.59M +$590K +19,036 +20%
SFC
261
Strategic Financial Concepts
Texas
$3.56M +$2.13M +68,743 +149%
LFG
262
Larson Financial Group
Missouri
$3.55M -$65.7K -2,120 -2%
SWM
263
Spire Wealth Management
Virginia
$3.55M +$205K +6,601 +6%
FLI
264
Family Legacy Inc
South Carolina
$3.53M +$5.43K +175 +0.2%
API
265
Advisor Partners II
California
$3.51M +$3.51M +113,205 New
HT
266
Heritage Trust
Oklahoma
$3.41M +$6.14K +198 +0.2%
NAS
267
Nicolet Advisory Services
Wisconsin
$3.4M -$201K -6,667 -6%
NWM
268
Northwest Wealth Management
Iowa
$3.39M +$40.1K +1,293 +1%
WA
269
WBH Advisory
Maryland
$3.33M +$96.8K +3,123 +3%
PCIA
270
Prime Capital Investment Advisors
Kansas
$3.33M -$2.57M -82,726 -44%
EA
271
Eclectic Associates
California
$3.31M +$13.3K +430 +0.4%
TC
272
Trilogy Capital
California
$3.26M -$12.6M -407,318 -79%
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$3.26M -$88.4K -2,850 -3%
PA
274
Parallel Advisors
California
$3.23M +$140K +4,515 +5%
AG
275
Ascent Group
Virginia
$3.22M -$639K -20,677 -17%
9 10
11
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