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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 %
CFGSD
526
Compass Financial Group (South Dakota)
South Dakota
$398K -$39.9K -1,241 -9%
FIM
527
Fernwood Investment Management
Massachusetts
$398K – – –
SWP
528
Strategic Wealth Partners
Ohio
$396K -$55.6K -1,730 -12%
API
529
Advisor Partners II
California
$386K +$386K +12,016 New
CCA
530
Conservest Capital Advisors
Pennsylvania
$383K – – –
CPA
531
Cardiff Park Advisors
California
$380K – – –
KCPG
532
Kavar Capital Partners Group
Kansas
$379K – – –
MSFS
533
Main Street Financial Solutions
Pennsylvania
$375K -$642 -20 -0.2%
NGA
534
Naples Global Advisors
Florida
$371K – – –
DWT
535
Dorsey & Whitney Trust
South Dakota
$370K – – –
OC
536
Oarsman Capital
Wisconsin
$363K -$27.1K -845 -7%
MWM
537
Maripau Wealth Management
Indiana
$363K +$21.3K +662 +6%
Baird Financial Group
538
Baird Financial Group
Wisconsin
$361K -$6.25M -194,479 -95%
VAG
539
VisionPoint Advisory Group
Texas
$352K +$9.53K +293 +3%
MFWP
540
Mosaic Family Wealth Partners
Missouri
$351K +$351K +10,937 New
BFA
541
Beaumont Financial Advisors
Massachusetts
$350K -$11.2K -349 -3%
SMC
542
Smith, Moore & Co
Missouri
$349K +$3.57K +111 +1%
IWN
543
Independent Wealth Network
Iowa
$349K +$26.2K +817 +8%
GWS
544
Glassman Wealth Services
Virginia
$347K +$3.08K +96 +0.9%
SW
545
SlateStone Wealth
Florida
$347K -$8.06K -251 -2%
GEA
546
Glen Eagle Advisors
New Jersey
$340K +$291K +9,068 +593%
OSNBOA
547
Old Second National Bank of Aurora
Illinois
$339K +$100K +3,128 +42%
LB
548
Leo Brokerage
Texas
$337K +$337K +10,490 New
ACM
549
Advance Capital Management
Michigan
$337K -$1.96K -61 -0.6%
AAS
550
Ameritas Advisory Services
Nebraska
$333K -$228K -6,970 -41%
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