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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 %
AWA
426
Aletheian Wealth Advisors
Washington
$921K +$135K +4,340 +17%
GFPC
427
Global Financial Private Client
Florida
$916K +$88.9K +2,913 +11%
WAG
428
Wallace Advisory Group
California
$915K -$20.7K -635 -2%
JCIA
429
Jackson Creek Investment Advisors
Colorado
$915K +$434 +14 +0%
CFB
430
Cullen/Frost Bankers
Texas
$914K +$914K +29,481 New
LIA
431
LBMC Investment Advisors
Tennessee
$910K – – –
VF
432
Virtu Financial
New York
$909K +$909K +29,327 New
ACM
433
Altrius Capital Management
North Carolina
$904K -$85.4K -2,755 -9%
BMD
434
Better Money Decisions
New Mexico
$901K -$382K -12,324 -30%
SWM
435
Seaside Wealth Management
California
$888K -$6.76K -218 -0.8%
PFA
436
Professional Financial Advisors
Nebraska
$876K -$8.68K -280 -1%
RWP
437
RWA Wealth Partners
Massachusetts
$873K +$277K +8,937 +47%
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$867K +$125K +4,029 +17%
MA
439
MONECO Advisors
Connecticut
$865K +$107K +3,466 +14%
HWM
440
Howard Wealth Management
Connecticut
$859K -$14.3K -462 -2%
RWA
441
Rooted Wealth Advisors
Illinois
$855K -$225K -6,968 -21%
SL
442
Salomon & Ludwin
Virginia
$853K +$106K +3,412 +14%
NFP
443
Narus Financial Partners
Utah
$851K +$24.7K +796 +3%
BTWM
444
Baker Tilly Wealth Management
Wisconsin
$846K -$309K -9,953 -27%
MFA
445
Morling Financial Advisors
California
$844K – – –
PFM
446
Phillips Financial Management
Indiana
$842K – – –
DCS
447
Destiny Capital Securities
Colorado
$841K +$841K +27,110 New
DAS
448
Dynamic Advisor Solutions
Arizona
$839K +$1.77K +57 +0.2%
KSWA
449
Kathleen S. Wright Associates
Pennsylvania
$834K +$94.2K +3,039 +13%
CPRC
450
Consolidated Portfolio Review Corp
New York
$824K +$567K +18,274 +220%
16 17
18
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