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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 %
Fidelity Investments
351
Fidelity Investments
Massachusetts
$1.64M +$157K +4,823 +11%
BCM
352
Beaumont Capital Management
Massachusetts
$1.63M -$106K -3,262 -6%
PWA
353
PCG Wealth Advisors
Kansas
$1.62M -$343K -10,552 -17%
UAS
354
United Asset Strategies
New York
$1.6M +$1.02M +31,277 +175%
First Manhattan
355
First Manhattan
New York
$1.57M – – –
BA
356
Ballast Advisors
Minnesota
$1.57M -$13.8K -424 -0.9%
WOSD
357
WFA of San Diego
California
$1.57M +$1.57M +48,179 New
OCM
358
One Capital Management
California
$1.56M – – –
GSC
359
Grey Street Capital
Illinois
$1.55M +$1.55M +47,704 New
ACA
360
Aptus Capital Advisors
Alabama
$1.54M -$5.17K -159 -0.3%
BWP
361
BSW Wealth Partners
Colorado
$1.54M -$75.2K -2,310 -5%
SFG
362
SNS Financial Group
Minnesota
$1.53M -$1.28M -39,468 -46%
SAG
363
SageView Advisory Group
California
$1.52M +$419K +12,887 +38%
SFC
364
Strategic Financial Concepts
Texas
$1.5M +$1.25M +38,288 +483%
OWA
365
Outlook Wealth Advisors
Texas
$1.49M -$490K -15,066 -25%
LA
366
Lifeworks Advisors
Michigan
$1.46M +$573K +17,612 +65%
William Blair & Company
367
William Blair & Company
Illinois
$1.44M -$98.4K -3,023 -6%
MA
368
MCF Advisors
Kentucky
$1.44M +$23K +706 +2%
PTC
369
Private Trust Company
Ohio
$1.43M -$23.7K -729 -2%
LA
370
LexAurum Advisors
Kansas
$1.41M +$24.8K +763 +2%
FAM
371
Formidable Asset Management
Ohio
$1.37M -$1.54M -47,182 -53%
CCG
372
Capital CS Group
California
$1.37M +$1.16M +35,662 +567%
BMD
373
Better Money Decisions
New Mexico
$1.35M +$10.7K +329 +0.8%
SMA
374
Sage Mountain Advisors
Georgia
$1.34M -$44.5K -1,368 -3%
LBC
375
Lowe Brockenbrough & Co
Virginia
$1.33M – – –
13 14
15
16 17