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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
12.05%
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 %
CCG
401
Capital CS Group
California
$1.08M -$218K -7,037 -17%
FW
402
FirstPurpose Wealth
Utah
$1.06M +$101K +3,260 +11%
FAIM
403
Financial Advocates Investment Management
Washington
$1.05M +$214K +6,684 +26%
MWM
404
Modera Wealth Management
New Jersey
$1.05M -$2.48K -80 -0.2%
AFG
405
Atomi Financial Group
New York
$1.04M +$320K +10,335 +44%
HFS
406
Howard Financial Services
Texas
$1.04M – – –
BWFA
407
Baltimore-Washington Financial Advisors
Maryland
$1.04M -$210K -6,781 -17%
BWP
408
Balboa Wealth Partners
Arizona
$1.03M -$6.17K -199 -0.6%
CA
409
CoreCap Advisors
Michigan
$1.03M -$8.4K -271 -0.8%
ME
410
McIlrath & Eck
Washington
$1.02M +$980K +31,608 +2,256%
Goldman Sachs
411
Goldman Sachs
New York
$1.02M – – –
MOS
412
MGO One Seven
Ohio
$1.02M +$4.93K +159 +0.5%
WP
413
WealthShield Partners
North Carolina
$1.01M -$40K -1,291 -4%
AWM
414
Apollon Wealth Management
South Carolina
$996K -$204K -6,576 -17%
ATPW
415
Ashton Thomas Private Wealth
Arizona
$981K +$23.4K +755 +2%
AWM
416
Avior Wealth Management
Nebraska
$980K +$3.26K +105 +0.3%
GAB
417
German American Bancorp
Indiana
$975K -$76.3K -2,462 -7%
TA
418
TKG Advisors
Indiana
$970K +$78.9K +2,543 +9%
FMWA
419
Forvis Mazars Wealth Advisors
Missouri
$969K -$82.8K -2,669 -8%
CRI
420
Colonial River Investments
Virginia
$961K -$26.3K -848 -3%
KWS
421
Keystone Wealth Services
California
$950K -$8.5K -274 -0.9%
Northern Trust
422
Northern Trust
Illinois
$941K -$1.3K -42 -0.1%
ES
423
Eagle Strategies
New York
$935K +$17.7K +570 +2%
NP
424
NorthRock Partners
Minnesota
$929K +$7.41K +239 +0.8%
GT
425
Greenleaf Trust
Michigan
$923K – – –
15 16
17
18 19