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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

756 hedge funds and large institutions have $12.9B invested in SPDR Portfolio Developed World ex-US ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 313 increasing their positions, 263 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+20
Holders Change %
+2.72%
% of All Funds
12.06%
Holding in Top 10
102
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.77%
% of All Funds
1.63%
New
67
Increased
313
Reduced
263
Closed
38
Calls
$16K
Puts
$61K
Net Calls
-$45K
Net Calls Change
-$45K

Top Buyers

1
Jane Street
1
Jane Street
New York
$199M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$127M
3
AF
3
Allworth Financial
California
$831M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.75B
5
Charles Schwab
5
Charles Schwab
California
$66.5M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$237M
2
HI
2
Horizon Investments
North Carolina
$207M
3
Bank of America
3
Bank of America
North Carolina
$117M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$192M
5
EH
5
Equitable Holdings
New York
$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
326
Delap Wealth Advisory
Oregon
$2.02M -$110K -3,559 -5%
SCM
327
SOL Capital Management
Maryland
$2.01M +$2.01M +64,750 New
TWP
328
Tempus Wealth Planning
California
$2M -$1.15K -37 -0.1%
KBFS
329
Kohmann Bosshard Financial Services
Ohio
$1.99M +$39.5K +1,275 +2%
FGAM
330
Financial Gravity Asset Management
Texas
$1.99M +$1.88M +209,532 +1,791%
BAM
331
Belpointe Asset Management
Nevada
$1.99M -$50.1K -1,615 -2%
SL
332
SWMG LLC
Texas
$1.98M +$5.46K +176 +0.3%
FHA
333
First Horizon Advisors
Tennessee
$1.98M -$820K -26,428 -29%
CW
334
CreativeOne Wealth
Kansas
$1.97M -$355K -11,433 -15%
IA
335
Insight Advisors
Pennsylvania
$1.97M -$91.6K -2,953 -4%
RPSA
336
Richard P. Slaughter Associates
Texas
$1.94M +$132K +4,262 +7%
WFS
337
Weitzel Financial Services
Iowa
$1.94M -$120K -3,993 -6%
FPCP
338
Fort Point Capital Partners
California
$1.92M +$177K +5,711 +10%
WFA
339
Wade Financial Advisory
California
$1.88M – – –
DWM
340
Dakota Wealth Management
Florida
$1.85M +$288K +9,274 +18%
CWM
341
Cabot Wealth Management
Massachusetts
$1.85M +$11.3K +365 +0.6%
VIM
342
Vista Investment Management
Pennsylvania
$1.83M -$51.8K -1,671 -3%
FCG
343
Financial Connections Group
California
$1.82M -$7.19K -232 -0.4%
CCWA
344
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.79M -$645K -20,802 -26%
KIA
345
KLR Investment Advisors
Rhode Island
$1.79M -$34.4K -1,071 -2%
Mercer Global Advisors
346
Mercer Global Advisors
Colorado
$1.75M +$531K +17,127 +43%
Fidelity Investments
347
Fidelity Investments
Massachusetts
$1.74M +$174K +5,597 +11%
PAG
348
Paladin Advisory Group
Iowa
$1.74M +$72.8K +2,347 +4%
FIM
349
Freedom Investment Management
Connecticut
$1.71M -$207K -6,684 -11%
DWM
350
Drive Wealth Management
Utah
$1.71M -$377K -12,157 -18%
12 13
14
15 16