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SPDR Portfolio Developed World ex-US ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
501
IVC Wealth Advisors
Pennsylvania
$533K +$46K +1,415 +9%
RPCA
502
Running Point Capital Advisors
California
$533K -$14.9K -457 -3%
TF
503
TLWM Financial
Texas
$527K +$1.53K +47 +0.3%
Janney Montgomery Scott
504
Janney Montgomery Scott
Pennsylvania
$525K -$156K -4,789 -23%
MSFS
505
Main Street Financial Solutions
Pennsylvania
$525K +$145K +4,462 +38%
CWA
506
Canvas Wealth Advisors
Kansas
$508K +$11.5K +346 +2%
SW
507
Simplicity Wealth
New Jersey
$508K +$288K +8,844 +131%
DFA
508
DHK Financial Advisors
New Hampshire
$504K +$504K +15,500 New
RIA
509
Retirement Investment Advisors
Oklahoma
$504K -$247K -7,594 -33%
MLA
510
My Legacy Advisors
Oregon
$496K +$61.5K +1,838 +14%
LW
511
Linscomb Wealth
Texas
$496K +$496K +15,241 New
CA
512
Calton & Associates
Florida
$491K -$195 -6 -0%
PFP
513
Pinnacle Financial Partners
Tennessee
$489K
RLWM
514
RF&L Wealth Management
Massachusetts
$486K -$17.4K -535 -3%
WT
515
Whittier Trust
California
$485K
PWM
516
Perigon Wealth Management
California
$480K +$49.6K +1,525 +12%
MWC
517
MBM Wealth Consultants
Missouri
$478K +$117K +3,539 +32%
Kovitz Investment Group Partners
518
Kovitz Investment Group Partners
Illinois
$471K +$7.78K +239 +2%
SWM
519
SFG Wealth Management
Maryland
$463K -$49.3K -1,516 -10%
IFPL
520
Investments & Financial Planning LLC
Kentucky
$461K -$4.65K -143 -1%
WSWA
521
Warren Street Wealth Advisors
California
$459K -$2.64K -81 -0.6%
HIA
522
Harbor Investment Advisory
Maryland
$453K +$453K +13,919 New
LNWTC
523
Laird Norton Wetherby Trust Company
Washington
$452K
HCMT
524
Highland Capital Management (Tennessee)
Tennessee
$451K
ASW
525
Astoria Strategic Wealth
Texas
$448K +$20.1K +618 +5%