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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 %
SL
326
SWMG LLC
Texas
$2.08M +$207K +6,350 +11%
APW
327
Austin Private Wealth
Texas
$2.06M -$391K -12,008 -16%
TWM
328
Trinity Wealth Management
Pennsylvania
$2.06M +$85.4K +2,625 +4%
KBFS
329
Kohmann Bosshard Financial Services
Ohio
$2.05M -$33.4K -1,027 -2%
FIM
330
Freedom Investment Management
Connecticut
$2.01M +$70.7K +2,172 +4%
WEG
331
World Equity Group
Illinois
$1.98M -$2.04M -62,777 -51%
Betterment LLC
332
Betterment LLC
New York
$1.98M +$265K +8,131 +15%
VIM
333
Vista Investment Management
Pennsylvania
$1.97M +$18.5K +569 +0.9%
WFA
334
Wade Financial Advisory
California
$1.97M -$911 -28 -0%
CWA
335
Clarus Wealth Advisors
Arizona
$1.95M +$67.1K +2,100 +4%
CWM
336
Cabot Wealth Management
Massachusetts
$1.93M +$38.7K +1,189 +2%
FCG
337
Financial Connections Group
California
$1.92M -$34.4K -1,057 -2%
RPSA
338
Richard P. Slaughter Associates
Texas
$1.9M +$58.2K +1,787 +3%
KIA
339
KLR Investment Advisors
Rhode Island
$1.85M +$34.9K +1,071 +2%
FPCP
340
Fort Point Capital Partners
California
$1.83M +$32.2K +989 +2%
B
341
Bensler
Washington
$1.77M +$898K +27,604 +103%
TFG
342
Tilson Financial Group
New Jersey
$1.75M -$136K -4,172 -7%
SWA
343
Strategies Wealth Advisors
Michigan
$1.75M -$9.73K -299 -0.6%
PAG
344
Paladin Advisory Group
Iowa
$1.74M +$32.9K +1,010 +2%
NRI
345
NFP Retirement Inc
California
$1.68M +$3.22K +99 +0.2%
LK
346
Lumbard & Kellner
New Hampshire
$1.66M -$5.4K -166 -0.3%
GP
347
Girard Partners
Pennsylvania
$1.66M +$135K +4,155 +9%
RWA
348
Ropes Wealth Advisors
Massachusetts
$1.65M – – –
IF
349
IRON Financial
Illinois
$1.64M +$16.6K +510 +1%
DWM
350
Dakota Wealth Management
Florida
$1.64M +$178K +5,460 +12%
12 13
14
15 16