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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 %
RWP
501
RWA Wealth Partners
Massachusetts
$480K – – –
PP
502
Pacifica Partners
Canada
$480K -$4.65K -145 -1%
WT
503
Whittier Trust
California
$479K – – –
FAIM
504
Financial Advocates Investment Management
Washington
$476K +$184K +5,738 +63%
IFPL
505
Investments & Financial Planning LLC
Kentucky
$460K -$24.8K -771 -5%
Kovitz Investment Group Partners
506
Kovitz Investment Group Partners
Illinois
$458K +$458K +14,245 New
WSWA
507
Warren Street Wealth Advisors
California
$456K -$17.2K -535 -4%
MGIA
508
Moneta Group Investment Advisors
Missouri
$451K +$451K +14,038 New
MWC
509
MBM Wealth Consultants
Missouri
$448K – – –
LNWTC
510
Laird Norton Wetherby Trust Company
Washington
$446K -$3.21K -100 -0.7%
TPA
511
Trivium Point Advisory
Connecticut
$445K -$77.6K -2,416 -15%
HCMT
512
Highland Capital Management (Tennessee)
Tennessee
$445K – – –
FSG
513
Financial Strategies Group
Michigan
$442K -$26M -809,382 -98%
MA
514
MONECO Advisors
Connecticut
$441K +$138K +4,310 +46%
MFT
515
Moisand Fitzgerald Tamayo
Florida
$435K -$3.05K -95 -0.7%
PFA
516
Pinnacle Family Advisors
Missouri
$429K -$18.1K -562 -4%
SPC
517
Sigma Planning Corp
Michigan
$427K -$4.79K -149 -1%
HSG
518
Helen Stephens Group
Texas
$427K -$58.5K -1,821 -12%
AIM
519
Anchor Investment Management
South Carolina
$426K – – –
PWM
520
Perigon Wealth Management
California
$424K -$964 -30 -0.2%
ASW
521
Astoria Strategic Wealth
Texas
$422K +$53.7K +1,673 +15%
KC
522
Kingfisher Capital
North Carolina
$420K -$73.9K -2,300 -15%
MLA
523
My Legacy Advisors
Oregon
$419K +$117K +3,621 +39%
TWM
524
Tradition Wealth Management
Minnesota
$417K -$145K -4,513 -26%
VIP
525
Vantage Investment Partners
Missouri
$414K +$26.6K +830 +7%
19 20
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