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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 %
RCAG
376
Rehmann Capital Advisory Group
Michigan
$1.3M -$2.63K -81 -0.2%
SFS
377
Sowell Financial Services
Arkansas
$1.3M +$1.3M +40,475 New
SCP
378
Stevens Capital Partners
Nebraska
$1.29M -$238K -7,413 -16%
CCP
379
Clarkston Capital Partners
Michigan
$1.27M – – –
SIA
380
Strategic Investment Advisors
Michigan
$1.26M -$144K -4,481 -10%
GKWIM
381
Gerber Kawasaki Wealth & Investment Management
California
$1.26M +$258K +8,040 +26%
AWAU
382
Alliance Wealth Advisors (Utah)
Utah
$1.23M -$10.1K -315 -0.8%
BWP
383
Balboa Wealth Partners
Arizona
$1.23M -$142K -4,427 -10%
Mercer Global Advisors
384
Mercer Global Advisors
Colorado
$1.21M -$37.2K -1,157 -3%
AT
385
American Trust
Kentucky
$1.19M +$225K +6,994 +23%
LAS
386
LWM Advisory Services
Florida
$1.18M +$363K +11,297 +44%
WFAG
387
Worth Financial Advisory Group
North Carolina
$1.18M +$89.7K +2,792 +8%
GIA
388
GHP Investment Advisors
Colorado
$1.16M -$165K -5,131 -12%
EFS
389
Econ Financial Services
Pennsylvania
$1.15M +$1.15M +35,792 New
FMWA
390
Forvis Mazars Wealth Advisors
Missouri
$1.12M +$208K +6,472 +23%
AAS
391
Annex Advisory Services
Wisconsin
$1.11M -$118K -3,680 -10%
YIA
392
YHB Investment Advisors
Connecticut
$1.09M -$10.4K -325 -0.9%
BTWM
393
Baker Tilly Wealth Management
Wisconsin
$1.09M +$295K +9,179 +37%
GAB
394
German American Bancorp
Indiana
$1.09M – – –
ACM
395
Altrius Capital Management
North Carolina
$1.09M -$198K -6,178 -15%
SAG
396
SageView Advisory Group
California
$1.08M -$30.6K -954 -3%
HFS
397
Howard Financial Services
Texas
$1.08M -$135K -4,200 -11%
JCIA
398
Jackson Creek Investment Advisors
Colorado
$1.07M -$23.1K -718 -2%
MCC
399
Money Concepts Capital
Florida
$1.07M +$1M +102,690 +1,505%
CFS
400
Cannon Financial Strategists
Georgia
$1.06M – – –
14 15
16
17 18