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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 %
AFAS
426
Acorn Financial Advisory Services
Virginia
$886K +$4.2K +129 +0.5%
MFA
427
Morling Financial Advisors
California
$885K -$2.15K -66 -0.2%
GFPC
428
Global Financial Private Client
Florida
$884K -$124K -3,788 -12%
PFM
429
Phillips Financial Management
Indiana
$883K – – –
DAS
430
Dynamic Advisor Solutions
Arizona
$878K +$276K +8,485 +46%
NFP
431
Narus Financial Partners
Utah
$868K +$65.9K +2,024 +8%
RFN
432
Redwood Financial Network
Ohio
$866K +$38.6K +1,187 +5%
ACG
433
Allen Capital Group
Nebraska
$864K -$1.95K -60 -0.2%
SOS
434
Silver Oak Securities
Tennessee
$861K -$508K -15,631 -37%
IIC
435
Integrated Investment Consultants
Michigan
$856K – – –
FAIM
436
Financial Advocates Investment Management
Washington
$849K +$367K +11,281 +76%
V
437
Veritable
Delaware
$844K – – –
CRC
438
Curi RMB Capital
Illinois
$841K -$12.3K -377 -1%
SPC
439
Sigma Planning Corp
Michigan
$833K +$401K +12,327 +93%
AWA
440
Aletheian Wealth Advisors
Washington
$825K – – –
WIP
441
WealthCare Investment Partners
Rhode Island
$824K +$13.4K +416 +2%
CF
442
Convergence Financial
Missouri
$820K -$10.6K -325 -1%
FMN
443
Financial Management Network
California
$813K +$813K +24,905 New
OP
444
ORG Partners
Indiana
$808K +$92.8K +2,849 +13%
KFS
445
Kelly Financial Services
Massachusetts
$804K -$605K -18,595 -43%
MA
446
MONECO Advisors
Connecticut
$795K +$349K +10,721 +78%
SL
447
Salomon & Ludwin
Virginia
$784K -$1.14K -35 -0.1%
SB
448
Strategic Blueprint
Georgia
$779K -$74.2K -2,281 -9%
Fifth Third Bancorp
449
Fifth Third Bancorp
Ohio
$779K +$45.3K +1,393 +6%
KSWA
450
Kathleen S. Wright Associates
Pennsylvania
$776K -$20.8K -639 -3%
16 17
18
19 20