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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
476
KeyBank National Association
Ohio
$594K +$5.69K +177 +1%
SFA
477
Sequoia Financial Advisors
Ohio
$590K – – –
WWM
478
WT Wealth Management
Arizona
$587K -$39.3K -1,223 -6%
TI
479
Trexquant Investment
Connecticut
$582K +$39.1K +1,218 +7%
PC
480
Port Capital
Illinois
$578K – – –
LF
481
Lantz Financial
Illinois
$568K -$48K -1,494 -8%
JWCA
482
J.W. Cole Advisors
Florida
$567K +$160K +4,972 +39%
WMS
483
Wealth Management Solutions
Pennsylvania
$560K -$610K -18,992 -52%
MHS
484
M Holdings Securities
Oregon
$560K -$3.08K -96 -0.5%
WA
485
Wambolt & Associates
Colorado
$547K +$49.8K +1,538 +10%
RFA
486
Resurgent Financial Advisors
Georgia
$542K -$27K -841 -5%
RPCA
487
Running Point Capital Advisors
California
$540K – – –
SSW
488
Stone Summit Wealth
Florida
$540K -$130K -4,042 -19%
AIM
489
Acropolis Investment Management
Missouri
$535K – – –
BRWA
490
B. Riley Wealth Advisors
Florida
$534K +$534K +16,620 New
TF
491
TLWM Financial
Texas
$519K +$111K +3,466 +27%
DA
492
Detalus Advisors
Missouri
$512K -$513K -15,967 -50%
SWM
493
SFG Wealth Management
Maryland
$505K -$135K -4,196 -21%
AAS
494
Avantax Advisory Services
Texas
$505K +$98.1K +3,053 +24%
RLWM
495
RF&L Wealth Management
Massachusetts
$497K +$161 +5 +0%
Renaissance Technologies
496
Renaissance Technologies
New York
$495K +$495K +15,400 New
CWA
497
Canvas Wealth Advisors
Kansas
$490K -$10.9K -333 -2%
CA
498
Calton & Associates
Florida
$485K -$10.5K -327 -2%
PFP
499
Pinnacle Financial Partners
Tennessee
$483K +$483K +15,032 New
IWA
500
IVC Wealth Advisors
Pennsylvania
$480K +$675 +21 +0.1%
18 19
20
21 22