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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
ZIM
476
Zacks Investment Management
Illinois
$636K +$25.5K +784 +4%
RSA
477
River Street Advisors
Illinois
$636K +$17K +522 +3%
Franklin Resources
478
Franklin Resources
California
$634K -$32.5K -1,000 -5%
MWM
479
Meridian Wealth Management
Kentucky
$628K -$11.7K -361 -2%
RWP
480
RWA Wealth Partners
Massachusetts
$625K +$138K +4,250 +28%
ATC
481
Argent Trust Co
Tennessee
$615K +$615K +18,894 New
KeyBank National Association
482
KeyBank National Association
Ohio
$602K – – –
FWM
483
Fairhaven Wealth Management
Illinois
$601K +$601K +18,461 New
AAS
484
Annex Advisory Services
Wisconsin
$595K -$528K -16,227 -47%
NRC
485
New Republic Capital
North Carolina
$592K -$18.3K -562 -3%
WMS
486
Wealth Management Solutions
Pennsylvania
$590K +$22.8K +700 +4%
PC
487
Port Capital
Illinois
$586K – – –
AWM
488
Accel Wealth Management
Iowa
$579K +$579K +17,794 New
GIA
489
GHP Investment Advisors
Colorado
$578K -$596K -18,342 -51%
EP
490
Eudaimonia Partners
Tennessee
$575K -$31.8K -977 -5%
RFA
491
Resurgent Financial Advisors
Georgia
$563K +$13.9K +428 +3%
SSW
492
Stone Summit Wealth
Florida
$561K +$13.8K +424 +3%
LF
493
Lantz Financial
Illinois
$559K -$16.1K -494 -3%
DA
494
Detalus Advisors
Missouri
$555K +$36.1K +1,109 +7%
MHS
495
M Holdings Securities
Oregon
$547K -$20.8K -638 -4%
BRWA
496
B. Riley Wealth Advisors
Florida
$544K +$3.06K +94 +0.6%
AIM
497
Acropolis Investment Management
Missouri
$542K – – –
OPWM
498
Oxinas Partners Wealth Management
Indiana
$540K +$540K +16,593 New
CFS
499
Cannon Financial Strategists
Georgia
$535K -$538K -16,537 -50%
WPC
500
Wedmont Private Capital
Pennsylvania
$533K +$533K +16,016 New
18 19
20
21 22