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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 %
AWA
351
Arete Wealth Advisors
Illinois
$1.68M -$3.13M -100,962 -65%
TFG
352
Tilson Financial Group
New Jersey
$1.67M +$4.9K +158 +0.3%
B
353
Bensler
Washington
$1.63M -$52.3K -1,688 -3%
Squarepoint
354
Squarepoint
New York
$1.61M +$1.61M +52,055 New
PFGIA
355
Patriot Financial Group Insurance Agency
Massachusetts
$1.61M -$419K -13,514 -21%
MMA
356
Miracle Mile Advisors
California
$1.6M -$384K -12,383 -19%
RWA
357
Ropes Wealth Advisors
Massachusetts
$1.58M – – –
GP
358
Girard Partners
Pennsylvania
$1.58M -$3.69K -119 -0.2%
BCM
359
Beaumont Capital Management
Massachusetts
$1.57M +$16.1K +520 +1%
PWA
360
PCG Wealth Advisors
Kansas
$1.56M +$18.5K +595 +1%
NRI
361
NFP Retirement Inc
California
$1.56M -$46.6K -1,503 -3%
LA
362
LexAurum Advisors
Kansas
$1.54M +$196K +6,334 +15%
IF
363
IRON Financial
Illinois
$1.54M -$29.8K -962 -2%
UAS
364
United Asset Strategies
New York
$1.51M -$13.3K -428 -0.9%
OCM
365
One Capital Management
California
$1.49M – – –
First Manhattan
366
First Manhattan
New York
$1.48M -$16.3K -525 -1%
William Blair & Company
367
William Blair & Company
Illinois
$1.48M +$110K +3,534 +8%
GSC
368
Grey Street Capital
Illinois
$1.48M – – –
LK
369
Lumbard & Kellner
New Hampshire
$1.47M -$107K -3,456 -7%
BA
370
Ballast Advisors
Minnesota
$1.47M -$22.9K -739 -2%
BWP
371
BSW Wealth Partners
Colorado
$1.45M -$12K -387 -0.8%
WOSD
372
WFA of San Diego
California
$1.45M -$41.1K -1,326 -3%
SAG
373
SageView Advisory Group
California
$1.45M +$4.56K +147 +0.3%
MWM
374
McNaughton Wealth Management
California
$1.44M -$2.07M -66,640 -59%
PTC
375
Private Trust Company
Ohio
$1.42M +$57.7K +1,862 +4%
13 14
15
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