SPDW icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$82.2M 2,559,257 +2,550,026 +27,625%
GI
27
Gradient Investments
Minnesota
$81.2M 2,526,796 +244,648 +11%
Morgan Stanley
28
Morgan Stanley
New York
$79.8M 2,482,963 +10,773 +0.4%
AA
29
Advisory Alpha
Michigan
$77.8M 2,421,850 +245,548 +11%
BWM
30
Baystate Wealth Management
Massachusetts
$74.6M 2,322,905 +380,563 +20%
SC
31
Savant Capital
Illinois
$67.2M 2,092,388 +19,147 +0.9%
PAG
32
Private Advisor Group
New Jersey
$65.3M 2,033,359 +376,419 +23%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$58.6M 1,824,635 +17,613 +1%
EH
34
Equitable Holdings
New York
$56.8M 1,769,271 +617,058 +54%
PAS
35
Park Avenue Securities
New York
$51.1M 1,590,878 +71,385 +5%
Mariner
36
Mariner
Kansas
$49.9M 1,553,614 +18,106 +1%
MFS
37
McNamara Financial Services
Massachusetts
$49.5M 1,540,253 -9,806 -0.6%
CIM
38
Confluence Investment Management
Missouri
$47.6M 1,482,911 +1,482,911 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$46.6M 1,451,013 +244,025 +20%
PWA
40
Peterson Wealth Advisors
Utah
$44.6M 1,387,766 +48,461 +4%
FAAM
41
First Ascent Asset Management
Colorado
$43.2M 1,346,242 -94,015 -7%
GSIS
42
Global Strategic Investment Solutions
Arizona
$40.9M 1,272,872 -254,999 -17%
WFPG
43
Waller Financial Planning Group
Ohio
$40.1M 1,249,413 -102,878 -8%
MML Investors Services
44
MML Investors Services
Massachusetts
$40.1M 1,249,289 -119,473 -9%
FAG
45
Financial Advisory Group
Texas
$38.7M 1,205,152 +56,140 +5%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$37.5M 1,168,888 +100,337 +9%
T
47
TrueFG
Texas
$36.7M 1,142,295 -39,226 -3%
CCA
48
Clearwater Capital Advisors
Illinois
$35M 1,089,100 -68,680 -6%
CAAS
49
Capital Asset Advisory Services
Michigan
$34.8M 1,082,995 +120,389 +13%
CC
50
Callan Capital
California
$31.8M 989,015 -15,372 -2%
1
2
3 4 5