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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

709 hedge funds and large institutions have $12B invested in SPDR Portfolio Developed World ex-US ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 260 increasing their positions, 275 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+19
Holders Change %
+2.75%
% of All Funds
11.35%
Holding in Top 10
107
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.9%
% of All Funds
1.71%
New
83
Increased
260
Reduced
275
Closed
44
Calls
$302K
Puts
$161K
Net Calls
+$141K
Net Calls Change
-$1.78M

Top Buyers

1
Jane Street
1
Jane Street
New York
$181M
2
HI
2
Horizon Investments
North Carolina
$256M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.67B
4
Stifel Financial
4
Stifel Financial
Missouri
$135M
5
LPL Financial
5
LPL Financial
California
$565M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$112M
2
Creative Planning
2
Creative Planning
Kansas
$1.63B
3
TC
3
Trilogy Capital
California
$24.4M
4
GLA
4
Great Lakes Advisors
Illinois
$22.9M
5
FSG
5
Financial Strategies Group
Michigan
$442K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
301
Belpointe Asset Management
Nevada
$2.49M +$83.4K +2,598 +3%
IA
302
Insight Advisors
Pennsylvania
$2.45M -$99.3K -3,093 -4%
BCFS
303
Butensky & Cohen Financial Security
Florida
$2.45M +$3.37K +105 +0.1%
MCWS
304
McKinley Carter Wealth Services
West Virginia
$2.44M -$69.5K -2,164 -3%
APW
305
Austin Private Wealth
Texas
$2.42M +$608K +18,943 +34%
JWA
306
JFS Wealth Advisors
Pennsylvania
$2.37M -$158K -4,904 -6%
WAM
307
WNY Asset Management
New York
$2.35M +$8.03K +250 +0.3%
DWA
308
Delap Wealth Advisory
Oregon
$2.34M -$193K -6,020 -8%
BFG
309
Baron Financial Group
New Jersey
$2.34M -$115K -3,580 -5%
EIM
310
Ervin Investment Management
Washington
$2.32M +$110K +3,455 +5%
BWM
311
BCS Wealth Management
Tennessee
$2.3M +$645K +20,082 +39%
NSB
312
Norway Savings Bank
Maine
$2.29M +$10.9K +339 +0.5%
WPW
313
Watershed Private Wealth
Illinois
$2.28M +$131K +4,080 +6%
SW
314
SkyOak Wealth
Michigan
$2.22M -$7.36K -229 -0.3%
LIA
315
Luken Investment Analytics
Tennessee
$2.21M +$220K +6,834 +11%
PIA
316
Perennial Investment Advisors
California
$2.21M +$2.21M +68,698 New
OCG
317
Opus Capital Group
Ohio
$2.17M -$16.5K -514 -0.8%
WFS
318
Weitzel Financial Services
Iowa
$2.14M -$36.8K -1,136 -2%
CAL
319
Capital Analysts LLC
Pennsylvania
$2.13M -$3.53M -109,863 -62%
WEG
320
World Equity Group
Illinois
$2.1M +$2.1M +123,739 New
TWP
321
Tempus Wealth Planning
California
$2.09M +$54.5K +1,696 +3%
CIC
322
Chilton Investment Company
Connecticut
$2.08M – – –
KBFS
323
Kohmann Bosshard Financial Services
Ohio
$2.05M +$31.3K +975 +2%
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$2.02M +$63.7K +1,983 +3%
PIMG
325
Patriot Investment Management Group
Tennessee
$2.01M – – –
11 12
13
14 15