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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 %
AFG
451
Atomi Financial Group
New York
$734K +$734K +22,838 New
Fifth Third Bancorp
452
Fifth Third Bancorp
Ohio
$724K – – –
CC
453
Codex Capital
New York
$723K – – –
IA
454
IFG Advisors
Missouri
$707K – – –
OP
455
ORG Partners
Indiana
$705K +$705K +21,947 New
CT
456
Colonial Trust
South Carolina
$702K -$2.99K -93 -0.4%
FFA
457
Farther Finance Advisors
California
$695K +$695K +21,650 New
ULWM
458
Upper Left Wealth Management
Florida
$685K -$71.5K -2,226 -9%
Mirae Asset Global Investments
459
Mirae Asset Global Investments
South Korea
$680K +$680K +21,177 New
HI
460
Harbour Investments
Wisconsin
$676K +$28.6K +890 +4%
CFA
461
Compass Financial Advisors
Indiana
$675K +$43.5K +1,353 +7%
Janney Montgomery Scott
462
Janney Montgomery Scott
Pennsylvania
$673K +$165K +5,119 +32%
TA
463
TKG Advisors
Indiana
$669K +$188K +5,857 +39%
BW
464
Bison Wealth
Georgia
$661K +$1.31K +40 +0.2%
Franklin Resources
465
Franklin Resources
California
$658K – – –
MWM
466
Meridian Wealth Management
Kentucky
$631K +$48.1K +1,496 +8%
MFA
467
McClarren Financial Advisors
Pennsylvania
$614K -$6.79K -217 -1%
GDP
468
Great Diamond Partners
Maine
$613K +$2.38K +74 +0.4%
RSA
469
River Street Advisors
Illinois
$611K +$24K +748 +4%
NRC
470
New Republic Capital
North Carolina
$603K +$18.1K +562 +3%
ZIM
471
Zacks Investment Management
Illinois
$603K -$3.12K -97 -0.5%
CWM
472
Catalyst Wealth Management
Georgia
$600K -$44.9K -1,398 -7%
EP
473
Eudaimonia Partners
Tennessee
$599K -$102K -3,173 -15%
Qube Research & Technologies (QRT)
474
Qube Research & Technologies (QRT)
United Kingdom
$597K -$905K -28,174 -60%
DAS
475
Dynamic Advisor Solutions
Arizona
$594K +$594K +18,508 New
17 18
19
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