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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.

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 %
T
301
TRUADVICE
Florida
$2.37M -$417K -12,763 -15%
BBW
302
Blue Barn Wealth
Utah
$2.37M -$232K -7,141 -9%
RIM
303
Rockbridge Investment Management
New York
$2.36M -$185K -5,670 -7%
MCWS
304
McKinley Carter Wealth Services
West Virginia
$2.35M -$117K -3,609 -5%
BFG
305
Baron Financial Group
New Jersey
$2.34M -$27.7K -850 -1%
WPW
306
Watershed Private Wealth
Illinois
$2.31M – – –
BWM
307
BCS Wealth Management
Tennessee
$2.28M -$52.5K -1,615 -2%
CAG
308
Csenge Advisory Group
Florida
$2.27M -$475K -14,590 -17%
DWA
309
Delap Wealth Advisory
Oregon
$2.24M -$138K -4,244 -6%
QWM
310
QP Wealth Management
New Jersey
$2.23M +$211K +6,479 +10%
WFS
311
Weitzel Financial Services
Iowa
$2.22M +$76.9K +2,362 +4%
LCM
312
Lunt Capital Management
Utah
$2.21M +$2.21M +67,932 New
AC
313
Apella Capital
Connecticut
$2.2M +$2.2M +67,696 New
FFA
314
Farther Finance Advisors
California
$2.2M +$1.49M +45,940 +212%
OCG
315
Opus Capital Group
Ohio
$2.2M +$781 +24 +0%
DWM
316
Drive Wealth Management
Utah
$2.19M -$391K -12,006 -15%
PIA
317
Perennial Investment Advisors
California
$2.17M -$61.5K -1,889 -3%
IA
318
Insight Advisors
Pennsylvania
$2.16M -$327K -10,045 -13%
BAM
319
Belpointe Asset Management
Nevada
$2.14M -$387K -11,884 -15%
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
$2.13M +$78.3K +2,405 +4%
TWP
321
Tempus Wealth Planning
California
$2.1M -$21K -645 -1%
VPP
322
Vertex Planning Partners
Illinois
$2.09M +$73.8K +2,267 +4%
RCM
323
Raleigh Capital Management
North Carolina
$2.09M -$953K -29,294 -31%
CAL
324
Capital Analysts LLC
Pennsylvania
$2.08M -$75.7K -2,328 -4%
MMA
325
Miracle Mile Advisors
California
$2.08M -$618K -18,997 -23%
11 12
13
14 15