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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 %
BWFA
376
Baltimore-Washington Financial Advisors
Maryland
$1.31M -$1.68M -51,740 -56%
CCP
377
Clarkston Capital Partners
Michigan
$1.29M – – –
Mercer Global Advisors
378
Mercer Global Advisors
Colorado
$1.28M +$52.1K +1,601 +4%
SCP
379
Stevens Capital Partners
Nebraska
$1.28M -$30.2K -929 -2%
AWM
380
Apollon Wealth Management
South Carolina
$1.26M +$371K +11,398 +42%
AWAU
381
Alliance Wealth Advisors (Utah)
Utah
$1.25M +$1.14K +35 +0.1%
LAS
382
LWM Advisory Services
Florida
$1.23M +$32.2K +991 +3%
BTWM
383
Baker Tilly Wealth Management
Wisconsin
$1.21M +$107K +3,294 +10%
RCAG
384
Rehmann Capital Advisory Group
Michigan
$1.2M -$74.4K -2,340 -6%
AT
385
American Trust
Kentucky
$1.2M +$130 +4 +0%
WFAG
386
Worth Financial Advisory Group
North Carolina
$1.19M -$5.73K -176 -0.5%
FZCM
387
Flynn Zito Capital Management
New York
$1.19M -$2M -61,480 -63%
EFS
388
Econ Financial Services
Pennsylvania
$1.14M -$21.1K -649 -2%
FC
389
Financial Consulate
Maryland
$1.14M -$423K -13,011 -27%
GAB
390
German American Bancorp
Indiana
$1.1M – – –
FMWA
391
Forvis Mazars Wealth Advisors
Missouri
$1.1M -$30K -921 -3%
MWM
392
Modera Wealth Management
New Jersey
$1.1M +$34.4K +1,058 +3%
WP
393
WealthShield Partners
North Carolina
$1.1M +$73K +2,243 +7%
AFG
394
ABLE Financial Group
Arizona
$1.1M +$48.9K +1,504 +5%
HFS
395
Howard Financial Services
Texas
$1.09M -$1.99K -61 -0.2%
Millennium Management
396
Millennium Management
New York
$1.09M +$1.09M +33,546 New
BWP
397
Balboa Wealth Partners
Arizona
$1.09M -$155K -4,778 -13%
CA
398
CoreCap Advisors
Michigan
$1.09M +$1.09M +33,380 New
RWA
399
Rooted Wealth Advisors
Illinois
$1.08M -$8.35M -258,613 -89%
CCM
400
Canal Capital Management
Virginia
$1.08M +$18.5K +570 +2%
14 15
16
17 18