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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.

Holders
756
Holders Change
+20
Holders Change %
+2.72%
% of All Funds
12.06%
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
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$380M
2
Jane Street
2
Jane Street
New York
$199M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$127M
4
AF
4
Allworth Financial
California
$831M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.75B

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
SMM
2
Stadion Money Management
Georgia
$237M
3
HI
3
Horizon Investments
North Carolina
$207M
4
Bank of America
4
Bank of America
North Carolina
$117M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$192M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$81.3M 2,623,275 -18,401 -0.7%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$80.2M 2,585,150 -14,566 -0.6%
WSTAM
28
Wilbanks Smith & Thomas Asset Management
Virginia
$72.3M 2,331,122 -301,252 -11%
PAG
29
Private Advisor Group
New Jersey
$69.6M 2,245,795 -137,236 -6%
EH
30
Equitable Holdings
New York
$66.9M 2,156,459 -490,321 -19%
Charles Schwab
31
Charles Schwab
California
$66.5M 2,145,911 +2,145,911 New
SC
32
Savant Capital
Illinois
$62.8M 2,024,910 -28,746 -1%
MFS
33
McNamara Financial Services
Massachusetts
$61.5M 1,982,483 +15,616 +0.8%
ACM
34
AlphaStar Capital Management
North Carolina
$60.8M 1,959,994 -128,867 -6%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$59.8M 1,927,247 +164,344 +9%
KW
36
KWB Wealth
California
$55.2M 1,695,628 -17,053 -1%
Mariner
37
Mariner
Kansas
$52M 1,676,906 +82,039 +5%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$51.1M 1,533,948 +1,533,948 New
FAAM
39
First Ascent Asset Management
Colorado
$49.2M 1,586,368 +189,847 +14%
PAS
40
Park Avenue Securities
New York
$48.7M 1,571,654 -6,344 -0.4%
PWA
41
Peterson Wealth Advisors
Utah
$44.8M 1,443,445 +52,170 +4%
MML Investors Services
42
MML Investors Services
Massachusetts
$44.2M 1,424,194 +66,797 +5%
GBWM
43
Granite Bay Wealth Management
New Hampshire
$43.2M 1,337,612 +1,315,809 +6,035%
CIM
44
Confluence Investment Management
Missouri
$42.8M 1,380,019 -92,216 -6%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$42M 1,354,744 +1,354,744 New
AWM
46
Axxcess Wealth Management
California
$40.8M 1,314,901 +1,185,837 +919%
CAAS
47
Capital Asset Advisory Services
Michigan
$38.7M 1,238,180 +109,449 +10%
WFPG
48
Waller Financial Planning Group
Ohio
$37.7M 1,217,269 -4,325 -0.4%
T
49
TrueFG
Texas
$37.4M 1,207,073 +57,460 +5%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$37.1M 1,196,313 +60,660 +5%
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