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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.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+20
Holders Change %
+2.72%
% of All Funds
12.05%
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
Jane Street
Jane Street
New York
$199M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$127M
3
AF
Allworth Financial
California
$831M
4
Financial Engines Advisors
Financial Engines Advisors
California
$1.75B
5
Charles Schwab
Charles Schwab
California
$66.5M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$237M
2
HI
Horizon Investments
North Carolina
$207M
3
Bank of America
Bank of America
North Carolina
$117M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$192M
5
EH
Equitable Holdings
New York
$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
501
Accel Wealth Management
Iowa
$552K – – –
CFS
502
Cannon Financial Strategists
Georgia
$552K +$42K +1,354 +8%
RIA
503
Retirement Investment Advisors
Oklahoma
$549K +$68.9K +2,223 +14%
AIM
504
Acropolis Investment Management
Missouri
$549K +$32K +1,032 +6%
MHS
505
M Holdings Securities
Oregon
$544K +$23K +741 +4%
RIM
506
Redwood Investment Management
Arizona
$542K +$542K +17,484 New
SSW
507
Stone Summit Wealth
Florida
$539K +$4.43K +143 +0.8%
CCA
508
Conservest Capital Advisors
Pennsylvania
$527K +$152K +4,891 +40%
FWM
509
Fairhaven Wealth Management
Illinois
$523K -$49.2K -1,586 -9%
BRWA
510
B. Riley Wealth Advisors
Florida
$523K +$4.96K +160 +1%
IGWM
511
ICA Group Wealth Management
Colorado
$513K +$141K +4,556 +38%
TF
512
TLWM Financial
Texas
$506K +$3.57K +115 +0.7%
PWM
513
Perigon Wealth Management
California
$502K +$45.2K +1,459 +10%
Janney Montgomery Scott
514
Janney Montgomery Scott
Pennsylvania
$501K – – –
GIA
515
GHP Investment Advisors
Colorado
$499K -$47.3K -1,539 -9%
RPCA
516
Running Point Capital Advisors
California
$498K -$9.83K -317 -2%
WPC
517
Wedmont Private Capital
Pennsylvania
$492K – – –
EAM
518
Evanson Asset Management
California
$491K +$491K +15,821 New
DFA
519
DHK Financial Advisors
New Hampshire
$483K – – –
MWC
520
MBM Wealth Consultants
Missouri
$482K +$36.6K +1,190 +8%
ACM
521
Advance Capital Management
Michigan
$479K +$173K +5,570 +56%
DA
522
Detalus Advisors
Missouri
$474K -$55.2K -1,781 -10%
ATC
523
Argent Trust Co
Tennessee
$474K -$112K -3,618 -19%
IWA
524
IVC Wealth Advisors
Pennsylvania
$474K -$34.1K -1,101 -7%
MLA
525
My Legacy Advisors
Oregon
$473K +$26.5K +877 +6%
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