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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 %
Lido Advisors
451
Lido Advisors
California
$775K +$775K +23,812 New
BNP Paribas Financial Markets
452
BNP Paribas Financial Markets
France
$774K +$774K +23,800 New
BF
453
BOK Financial
Oklahoma
$768K – – –
AFG
454
Atomi Financial Group
New York
$760K +$17.1K +524 +2%
RWPA
455
Richard W. Paul & Associates
Michigan
$754K -$281K -8,642 -27%
Prudential Financial
456
Prudential Financial
New Jersey
$750K -$2.69M -82,593 -78%
ASN
457
Advisory Services Network
Georgia
$746K -$203K -6,248 -21%
CC
458
Codex Capital
New York
$732K – – –
IA
459
IFG Advisors
Missouri
$730K +$13K +399 +2%
AMG
460
Advisors Management Group
Wisconsin
$719K -$68.2K -2,096 -9%
GBWM
461
Granite Bay Wealth Management
New Hampshire
$709K +$709K +21,803 New
JWCA
462
J.W. Cole Advisors
Florida
$696K +$121K +3,731 +21%
Mirae Asset Global Investments
463
Mirae Asset Global Investments
South Korea
$695K +$5.53K +170 +0.8%
ULWM
464
Upper Left Wealth Management
Florida
$694K – – –
CT
465
Colonial Trust
South Carolina
$694K -$16.9K -518 -2%
BP
466
BCK Partners
New York
$690K -$119K -3,658 -15%
TCM
467
Triumph Capital Management
Colorado
$685K -$60.7K -1,865 -8%
KFGK
468
Keystone Financial Group (Kentucky)
Kentucky
$665K +$665K +20,432 New
BW
469
Bison Wealth
Georgia
$659K +$2.7K +83 +0.4%
MFA
470
McClarren Financial Advisors
Pennsylvania
$654K +$16K +491 +3%
Bank of New York Mellon
471
Bank of New York Mellon
New York
$654K -$1.04M -32,060 -61%
WA
472
Wambolt & Associates
Colorado
$651K +$101K +3,092 +18%
FTDI
473
First Trust Direct Indexing
Massachusetts
$646K +$646K +19,840 New
NL
474
NWAM LLC
Washington
$641K +$339K +10,416 +112%
GDP
475
Great Diamond Partners
Maine
$636K +$15.5K +477 +3%
17 18
19
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