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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 %
FPAS
326
Focus Partners Advisor Solutions
Missouri
$2M -$2.11M -65,644 -51%
QWM
327
QP Wealth Management
New Jersey
$1.99M +$915K +28,493 +85%
VPP
328
Vertex Planning Partners
Illinois
$1.99M +$1.04M +32,230 +108%
GSC
329
G&S Capital
Colorado
$1.98M +$578K +17,992 +41%
OWA
330
Outlook Wealth Advisors
Texas
$1.96M +$1.96M +60,943 New
TWM
331
Trinity Wealth Management
Pennsylvania
$1.95M +$140K +4,346 +8%
WFA
332
Wade Financial Advisory
California
$1.95M -$10.6K -330 -0.5%
PWA
333
PCG Wealth Advisors
Kansas
$1.94M -$38K -1,182 -2%
VIM
334
Vista Investment Management
Pennsylvania
$1.93M +$108K +3,366 +6%
FCG
335
Financial Connections Group
California
$1.93M +$7.1K +221 +0.4%
FIM
336
Freedom Investment Management
Connecticut
$1.92M -$87.6K -2,727 -4%
CWA
337
Clarus Wealth Advisors
Arizona
$1.9M +$1.9M +59,009 New
Cerity Partners
338
Cerity Partners
New York
$1.88M -$179K -5,570 -9%
CWM
339
Cabot Wealth Management
Massachusetts
$1.87M +$89.1K +2,774 +5%
TFG
340
Tilson Financial Group
New Jersey
$1.86M -$11.7K -363 -0.6%
SL
341
SWMG LLC
Texas
$1.85M +$1.85M +57,459 New
RPSA
342
Richard P. Slaughter Associates
Texas
$1.82M -$23.4K -729 -1%
KIA
343
KLR Investment Advisors
Rhode Island
$1.79M +$68.5K +2,134 +4%
ICMP
344
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.78M -$6.03M -233,793 -77%
FPCP
345
Fort Point Capital Partners
California
$1.77M -$84.7K -2,636 -5%
SWA
346
Strategies Wealth Advisors
Michigan
$1.73M -$24.9K -775 -1%
BCM
347
Beaumont Capital Management
Massachusetts
$1.72M -$105K -3,272 -6%
Betterment LLC
348
Betterment LLC
New York
$1.69M -$10.9K -338 -0.6%
PAG
349
Paladin Advisory Group
Iowa
$1.69M +$1.69M +52,609 New
Bank of New York Mellon
350
Bank of New York Mellon
New York
$1.68M +$145K +4,511 +9%
12 13
14
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