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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 %
NRI
351
NFP Retirement Inc
California
$1.66M +$327K +10,175 +25%
LK
352
Lumbard & Kellner
New Hampshire
$1.64M +$19.2K +597 +1%
RWA
353
Ropes Wealth Advisors
Massachusetts
$1.63M – – –
IF
354
IRON Financial
Illinois
$1.6M -$5.3K -165 -0.3%
BWP
355
BSW Wealth Partners
Colorado
$1.59M -$17.3K -540 -1%
BA
356
Ballast Advisors
Minnesota
$1.56M +$450 +14 +0%
First Manhattan
357
First Manhattan
New York
$1.55M -$176K -5,473 -10%
CRI
358
Colonial River Investments
Virginia
$1.54M -$510K -15,886 -25%
FC
359
Financial Consulate
Maryland
$1.54M -$460K -14,333 -23%
OCM
360
One Capital Management
California
$1.54M +$346K +10,783 +29%
ACA
361
Aptus Capital Advisors
Alabama
$1.52M -$6.26M -194,991 -80%
William Blair & Company
362
William Blair & Company
Illinois
$1.52M -$53.9K -1,677 -3%
GP
363
Girard Partners
Pennsylvania
$1.5M +$29.5K +917 +2%
Fidelity Investments
364
Fidelity Investments
Massachusetts
$1.47M +$77.8K +2,422 +6%
DWM
365
Dakota Wealth Management
Florida
$1.45M +$1.05M +32,670 +265%
CCWA
366
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.44M -$7.49M -233,228 -84%
PTC
367
Private Trust Company
Ohio
$1.44M +$254K +7,908 +21%
RFG
368
Range Financial Group
Oregon
$1.4M +$135K +4,213 +11%
MA
369
MCF Advisors
Kentucky
$1.4M -$15.8K -492 -1%
KFS
370
Kelly Financial Services
Massachusetts
$1.39M +$240K +7,471 +21%
SMA
371
Sage Mountain Advisors
Georgia
$1.37M -$70.2K -2,185 -5%
LA
372
LexAurum Advisors
Kansas
$1.37M -$294K -9,168 -18%
SOS
373
Silver Oak Securities
Tennessee
$1.35M +$408K +12,716 +43%
BMD
374
Better Money Decisions
New Mexico
$1.32M -$1.73K -54 -0.1%
LBC
375
Lowe Brockenbrough & Co
Virginia
$1.31M – – –
13 14
15
16 17