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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 %
KC
526
Kingfisher Capital
North Carolina
$433K +$7.77K +239 +2%
HSG
527
Helen Stephens Group
Texas
$433K +$456 +14 +0.1%
AIM
528
Anchor Investment Management
South Carolina
$431K – – –
SWP
529
Strategic Wealth Partners
Ohio
$431K +$29.5K +906 +7%
PFA
530
Pinnacle Family Advisors
Missouri
$418K -$16.6K -510 -4%
GKWIM
531
Gerber Kawasaki Wealth & Investment Management
California
$411K -$860K -26,442 -68%
EWM
532
Empirical Wealth Management
Washington
$407K +$407K +12,521 New
NCG
533
Newport Capital Group
New Jersey
$405K +$405K +12,442 New
FIM
534
Fernwood Investment Management
Massachusetts
$403K – – –
ECM
535
Evergreen Capital Management
Washington
$402K +$402K +12,369 New
MFT
536
Moisand Fitzgerald Tamayo
Florida
$401K -$39.3K -1,207 -9%
NGA
537
Naples Global Advisors
Florida
$396K +$19.5K +600 +5%
SFO
538
Stokes Family Office
Louisiana
$394K +$394K +12,114 New
CCA
539
Conservest Capital Advisors
Pennsylvania
$394K +$5.43K +167 +1%
IGWM
540
ICA Group Wealth Management
Colorado
$390K +$78.9K +2,424 +25%
GEA
541
Glen Eagle Advisors
New Jersey
$387K +$36.1K +1,090 +10%
KCPG
542
Kavar Capital Partners Group
Kansas
$387K +$3.19K +98 +0.8%
CPA
543
Cardiff Park Advisors
California
$385K – – –
GFP
544
Gryphon Financial Partners
Ohio
$375K +$375K +11,527 New
PP
545
Pacifica Partners
Canada
$372K -$111K -3,440 -23%
DWT
546
Dorsey & Whitney Trust
South Dakota
$371K -$4.07K -125 -1%
GWS
547
Glassman Wealth Services
Virginia
$368K +$16.5K +506 +5%
CFGSD
548
Compass Financial Group (South Dakota)
South Dakota
$359K -$44.9K -1,379 -11%
MFWP
549
Mosaic Family Wealth Partners
Missouri
$357K +$1.2K +37 +0.3%
SW
550
SlateStone Wealth
Florida
$354K +$1.76K +54 +0.5%
20 21
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