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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 %
MFA
426
Morling Financial Advisors
California
$876K – – –
KWS
427
Keystone Wealth Services
California
$874K +$56.6K +1,761 +7%
PFM
428
Phillips Financial Management
Indiana
$872K – – –
AFAS
429
Acorn Financial Advisory Services
Virginia
$871K -$6.01K -187 -0.7%
B
430
Bensler
Washington
$857K -$17.2K -537 -2%
ACG
431
Allen Capital Group
Nebraska
$855K +$855K +26,612 New
IIC
432
Integrated Investment Consultants
Michigan
$845K – – –
CRC
433
Curi RMB Capital
Illinois
$843K – – –
SB
434
Strategic Blueprint
Georgia
$842K -$129K -4,010 -13%
V
435
Veritable
Delaware
$833K – – –
FW
436
FirstPurpose Wealth
Utah
$828K +$146K +4,534 +21%
CF
437
Convergence Financial
Missouri
$820K -$1.7M -52,866 -67%
LIA
438
LBMC Investment Advisors
Tennessee
$817K – – –
RFN
439
Redwood Financial Network
Ohio
$817K +$82.4K +2,565 +11%
AWA
440
Aletheian Wealth Advisors
Washington
$814K -$81.6K -2,541 -9%
WIP
441
WealthCare Investment Partners
Rhode Island
$807K +$180K +5,594 +29%
UAS
442
United Asset Strategies
New York
$800K -$708K -15,758 -47%
BP
443
BCK Partners
New York
$798K -$68.2K -2,124 -8%
NFP
444
Narus Financial Partners
Utah
$791K +$17.1K +531 +2%
KSWA
445
Kathleen S. Wright Associates
Pennsylvania
$786K -$54.6K -1,699 -6%
AMG
446
Advisors Management Group
Wisconsin
$777K +$5.84K +182 +0.8%
SL
447
Salomon & Ludwin
Virginia
$775K +$14.3K +445 +2%
BF
448
BOK Financial
Oklahoma
$758K -$708K -22,036 -48%
RIA
449
Retirement Investment Advisors
Oklahoma
$742K +$125K +3,896 +20%
TCM
450
Triumph Capital Management
Colorado
$736K -$52K -1,620 -7%
16 17
18
19 20