SPDW icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SWA
276
Stratos Wealth Advisors
Ohio
$2.87M +$29.1K +895 +1%
VCM
277
Virtue Capital Management
Tennessee
$2.78M +$110K +3,398 +4%
TIM
278
Tortoise Investment Management
New York
$2.77M +$15K +462 +0.5%
WWA
279
WCG Wealth Advisors
Nevada
$2.76M -$822K -25,271 -23%
MAM
280
Meeder Asset Management
Ohio
$2.76M -$347K -10,675 -11%
ACP
281
Aveo Capital Partners
Colorado
$2.75M -$860K -26,436 -24%
LWP
282
Laurel Wealth Planning
Minnesota
$2.66M -$176K -5,405 -6%
CC
283
Courier Capital
New York
$2.64M +$59.5K +1,829 +2%
TNA
284
True North Advisors
Texas
$2.64M -$3.72M -114,316 -58%
FPIS
285
Financial Planning & Information Services
Wisconsin
$2.57M -$112K -3,449 -4%
QC
286
Quent Capital
New York
$2.56M +$13.8K +425 +0.5%
CCWA
287
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.56M +$1.1M +33,692 +75%
AO
288
Advisor OS
Illinois
$2.55M -$168K -5,153 -6%
PIMG
289
Patriot Investment Management Group
Tennessee
$2.53M +$492K +15,126 +24%
GSC
290
G&S Capital
Colorado
$2.52M +$509K +15,655 +25%
EIM
291
Ervin Investment Management
Washington
$2.52M +$153K +4,700 +6%
BCFS
292
Butensky & Cohen Financial Security
Florida
$2.48M – – –
FPAS
293
Focus Partners Advisor Solutions
Missouri
$2.46M +$430K +13,217 +21%
NSB
294
Norway Savings Bank
Maine
$2.45M +$126K +3,867 +5%
CW
295
CreativeOne Wealth
Kansas
$2.44M -$1.14M -34,955 -32%
WAM
296
WNY Asset Management
New York
$2.44M +$56.8K +1,746 +2%
DC
297
DeDora Capital
California
$2.42M -$2.22M -68,071 -48%
RFG
298
Range Financial Group
Oregon
$2.4M +$980K +30,102 +69%
JWA
299
JFS Wealth Advisors
Pennsylvania
$2.39M -$8.66K -266 -0.4%
SW
300
SkyOak Wealth
Michigan
$2.39M +$142K +4,359 +6%
10 11
12
13 14