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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 %
TA
451
TFB Advisors
Kansas
$823K -$68.9K -2,222 -8%
HWP
452
Hibernia Wealth Partners
Louisiana
$817K +$817K +26,339 New
IIC
453
Integrated Investment Consultants
Michigan
$815K – – –
AFAS
454
Acorn Financial Advisory Services
Virginia
$815K -$29.4K -947 -3%
KFS
455
Kelly Financial Services
Massachusetts
$812K +$45.9K +1,481 +6%
CRC
456
Curi RMB Capital
Illinois
$802K – – –
ACG
457
Allen Capital Group
Nebraska
$801K -$9.83K -322 -1%
ZIM
458
Zacks Investment Management
Illinois
$800K +$194K +6,269 +32%
RFN
459
Redwood Financial Network
Ohio
$788K -$36.7K -1,184 -4%
SIA
460
Strategic Investment Advisors
Michigan
$777K -$73.5K -2,370 -9%
SPC
461
Sigma Planning Corp
Michigan
$777K -$17.5K -564 -2%
WIP
462
WealthCare Investment Partners
Rhode Island
$769K -$10.8K -355 -1%
NL
463
NWAM LLC
Washington
$751K +$140K +4,524 +23%
Lido Advisors
464
Lido Advisors
California
$738K – – –
CC
465
Codex Capital
New York
$732K – – –
AWM
466
Austin Wealth Management
Texas
$725K +$725K +22,282 New
SB
467
Strategic Blueprint
Georgia
$721K -$21.3K -688 -3%
AMG
468
Advisors Management Group
Wisconsin
$707K +$21.4K +691 +3%
BF
469
BOK Financial
Oklahoma
$706K – – –
IA
470
IFG Advisors
Missouri
$695K – – –
Prudential Financial
471
Prudential Financial
New Jersey
$692K -$22.2K -716 -3%
TCM
472
Triumph Capital Management
Colorado
$683K +$30.3K +977 +5%
ECM
473
Evergreen Capital Management
Washington
$679K +$295K +9,519 +77%
BP
474
BCK Partners
New York
$675K +$18.1K +583 +3%
JWCA
475
J.W. Cole Advisors
Florida
$673K +$10.5K +338 +2%
17 18
19
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