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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AA
26
Advisory Alpha
Michigan
$85.1M 2,615,246 +193,396 +8%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$84.6M 2,599,716 +40,459 +2%
TAIM
28
TD Ameritrade Investment Management
Nebraska
$83.5M 2,566,172 -17,861 -0.7%
PAG
29
Private Advisor Group
New Jersey
$77.8M 2,383,031 +349,672 +17%
Morgan Stanley
30
Morgan Stanley
New York
$77.7M 2,388,246 -94,717 -4%
ACM
31
AlphaStar Capital Management
North Carolina
$68M 2,088,861 -660,230 -24%
SC
32
Savant Capital
Illinois
$66.8M 2,053,656 -38,732 -2%
MFS
33
McNamara Financial Services
Massachusetts
$63.6M 1,966,867 +426,614 +28%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$57.4M 1,762,903 +311,890 +21%
KW
35
KWB Wealth
California
$55.7M 1,712,681 +679,711 +66%
Mariner
36
Mariner
Kansas
$51.9M 1,594,867 +41,253 +3%
PAS
37
Park Avenue Securities
New York
$51.3M 1,577,998 -12,880 -0.8%
CIM
38
Confluence Investment Management
Missouri
$47.9M 1,472,235 -10,676 -0.7%
FAAM
39
First Ascent Asset Management
Colorado
$45.4M 1,396,521 +50,279 +4%
PWA
40
Peterson Wealth Advisors
Utah
$45.4M 1,391,275 +3,509 +0.3%
MML Investors Services
41
MML Investors Services
Massachusetts
$44.2M 1,357,397 +108,108 +9%
GSIS
42
Global Strategic Investment Solutions
Arizona
$39.9M 1,224,855 -48,017 -4%
WFPG
43
Waller Financial Planning Group
Ohio
$39.8M 1,221,594 -27,819 -2%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$38.1M 1,170,320 +1,432 +0.1%
FAG
45
Financial Advisory Group
Texas
$37.8M 1,160,891 -44,261 -4%
CAAS
46
Capital Asset Advisory Services
Michigan
$37.6M 1,128,731 +45,736 +4%
T
47
TrueFG
Texas
$37.4M 1,149,613 +7,318 +0.6%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$37M 1,135,653 +210,086 +23%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$35.7M 1,098,312 -120,016 -10%
CCA
50
Clearwater Capital Advisors
Illinois
$35.2M 1,080,538 -8,562 -0.8%
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