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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 %
Goldman Sachs
401
Goldman Sachs
New York
$1.07M +$179K +5,504 +20%
MOS
402
MGO One Seven
Ohio
$1.06M +$31.9K +980 +3%
AAS
403
Avantax Advisory Services
Texas
$1.04M +$532K +16,342 +104%
ACM
404
Altrius Capital Management
North Carolina
$1.04M -$63.3K -1,946 -6%
CRI
405
Colonial River Investments
Virginia
$1.04M -$528K -16,214 -34%
AWM
406
Avior Wealth Management
Nebraska
$1.03M +$1.69K +52 +0.2%
KWS
407
Keystone Wealth Services
California
$1.01M +$120K +3,673 +13%
ATPW
408
Ashton Thomas Private Wealth
Arizona
$1M +$6.44K +198 +0.6%
FW
409
FirstPurpose Wealth
Utah
$1M +$165K +5,064 +20%
Northern Trust
410
Northern Trust
Illinois
$989K +$98.1K +3,014 +11%
TF
411
Theory Financial
Colorado
$987K +$18.1K +556 +2%
LIA
412
LBMC Investment Advisors
Tennessee
$982K +$155K +4,751 +19%
GT
413
Greenleaf Trust
Michigan
$968K – – –
NP
414
NorthRock Partners
Minnesota
$967K +$17.8K +546 +2%
ES
415
Eagle Strategies
New York
$963K -$16K -492 -2%
JCIA
416
Jackson Creek Investment Advisors
Colorado
$959K -$124K -3,804 -11%
SWM
417
Seaside Wealth Management
California
$938K +$11.6K +355 +1%
TA
418
TFB Advisors
Kansas
$935K +$935K +28,749 New
TA
419
TKG Advisors
Indiana
$935K +$257K +7,908 +38%
HF
420
HRT Financial
New York
$932K -$3.49M -107,229 -79%
PFA
421
Professional Financial Advisors
Nebraska
$928K +$1.73K +53 +0.2%
WAG
422
Wallace Advisory Group
California
$924K – – –
HWM
423
Howard Wealth Management
Connecticut
$917K +$14.9K +457 +2%
SIA
424
Strategic Investment Advisors
Michigan
$892K -$385K -11,833 -30%
DC
425
Destiny Capital
Colorado
$892K -$40.3K -1,238 -4%
15 16
17
18 19