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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

737 hedge funds and large institutions have $12.8B invested in State Street 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, 271 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 37

13% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 271

7% more capital invested

Capital invested by funds: $12B → $12.8B (+$788M)

4% more funds holding

Funds holding: 710 → 737 (+27)

0.29% more ownership

Funds ownership: 78.29% → 78.58% (+0.29%)

1% less funds holding in top 10

Funds holding in top 10: 107 → 106 (-1)

Holders
737
Holders Change
+27
Holders Change %
+3.8%
% of All Funds
11.57%
Holding in Top 10
106
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.93%
% of All Funds
1.66%
New
71
Increased
305
Reduced
271
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
+$161M
2
LPL Financial
LPL Financial
California
+$98.8M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$73M
4
SMM
Stadion Money Management
Georgia
+$65.6M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$56.9M

Top Sellers

1
Jane Street
Jane Street
New York
-$151M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$49.3M
3
Bank of America
Bank of America
North Carolina
-$38.6M
4
AssetMark Inc
AssetMark Inc
California
-$23.3M
5
ACM
AlphaStar Capital Management
North Carolina
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Advisory Alpha
Michigan
$85.1M +$6.31M +193,396 +8%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$84.6M +$1.32M +40,459 +2%
TAIM
28
TD Ameritrade Investment Management
Nebraska
$83.5M -$583K -17,861 -0.7%
PAG
29
Private Advisor Group
New Jersey
$77.8M +$11.4M +349,672 +17%
Morgan Stanley
30
Morgan Stanley
New York
$77.7M -$3.09M -94,717 -4%
ACM
31
AlphaStar Capital Management
North Carolina
$68M -$21.5M -660,230 -24%
SC
32
Savant Capital
Illinois
$66.8M -$1.26M -38,732 -2%
MFS
33
McNamara Financial Services
Massachusetts
$63.6M +$13.9M +426,614 +28%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$57.4M +$10.2M +311,890 +21%
KW
35
KWB Wealth
California
$55.7M +$22.2M +679,711 +66%
Mariner
36
Mariner
Kansas
$51.9M +$1.35M +41,253 +3%
PAS
37
Park Avenue Securities
New York
$51.3M -$420K -12,880 -0.8%
CIM
38
Confluence Investment Management
Missouri
$47.9M -$348K -10,676 -0.7%
FAAM
39
First Ascent Asset Management
Colorado
$45.4M +$1.64M +50,279 +4%
PWA
40
Peterson Wealth Advisors
Utah
$45.4M +$115K +3,509 +0.3%
MML Investors Services
41
MML Investors Services
Massachusetts
$44.2M +$3.53M +108,108 +9%
GSIS
42
Global Strategic Investment Solutions
Arizona
$39.9M -$1.57M -48,017 -4%
WFPG
43
Waller Financial Planning Group
Ohio
$39.8M -$908K -27,819 -2%
JP Morgan Chase
44
JP Morgan Chase
New York
$38.1M +$46.7K +1,432 +0.1%
FAG
45
Financial Advisory Group
Texas
$37.8M -$1.44M -44,261 -4%
CAAS
46
Capital Asset Advisory Services
Michigan
$37.6M +$1.49M +45,736 +4%
T
47
TrueFG
Texas
$37.4M +$239K +7,318 +0.6%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$37M +$6.86M +210,086 +23%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$35.7M -$3.92M -120,016 -10%
CCA
50
Clearwater Capital Advisors
Illinois
$35.2M -$279K -8,562 -0.8%
1
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3 4 5

SPDW Hedge Fund Activity: Q2 2023 in Review

737 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2023, worth a combined $12.8B — up 6.6% from $12B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SPDW positions and 37 closed out — a net gain of 34 holders — while 305 added to existing stakes and 271 trimmed.

The largest buyer was State Street, adding an estimated $161M. The largest seller was Jane Street, cutting an estimated $151M.

  • 737 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2023, up from 710 in Q1 2023.
  • Funds reported $12.8B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2023, up 6.6% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2023 and 37 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2023 was State Street, an estimated $161M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2023 was Jane Street, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2023.