SPDW icon

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 %
MSFS
526
Main Street Financial Solutions
Pennsylvania
$473K -$27K -870 -5%
LWM
527
Laidlaw Wealth Management
New York
$467K +$467K +15,071 New
PFP
528
Pinnacle Financial Partners
Tennessee
$466K – – –
RLWM
529
RF&L Wealth Management
Massachusetts
$465K +$1.55K +50 +0.3%
LF
530
Lantz Financial
Illinois
$464K -$68.7K -2,217 -13%
WT
531
Whittier Trust
California
$462K – – –
ASW
532
Astoria Strategic Wealth
Texas
$457K +$30.4K +979 +7%
WSWA
533
Warren Street Wealth Advisors
California
$433K -$4.81K -155 -1%
HIA
534
Harbor Investment Advisory
Maryland
$432K – – –
LNWTC
535
Laird Norton Wetherby Trust Company
Washington
$431K – – –
AIM
536
Anchor Investment Management
South Carolina
$424K +$12.9K +417 +3%
IFPL
537
Investments & Financial Planning LLC
Kentucky
$423K -$16.7K -537 -4%
RIA
538
Regal Investment Advisors
Michigan
$419K +$108K +3,498 +35%
HCMT
539
Highland Capital Management (Tennessee)
Tennessee
$416K -$14.1K -455 -3%
KC
540
Kingfisher Capital
North Carolina
$413K – – –
SWP
541
Strategic Wealth Partners
Ohio
$404K -$6.33K -204 -2%
GJIA
542
Glass Jacobson Investment Advisors
Maryland
$402K +$141K +4,535 +54%
Qube Research & Technologies (QRT)
543
Qube Research & Technologies (QRT)
United Kingdom
$401K +$390K +12,587 +3,791%
CWA
544
Canvas Wealth Advisors
Kansas
$401K -$55.3K -1,850 -12%
HSG
545
Helen Stephens Group
Texas
$398K -$14.2K -459 -3%
PFA
546
Pinnacle Family Advisors
Missouri
$395K -$3.47K -112 -0.9%
MFWP
547
Mosaic Family Wealth Partners
Missouri
$392K +$51.7K +1,668 +15%
PP
548
Pacifica Partners
Canada
$391K +$39.9K +1,310 +11%
CF
549
Convergence Financial
Missouri
$386K -$395K -12,738 -51%
NGA
550
Naples Global Advisors
Florida
$386K +$9.3K +300 +2%
20 21
22
23 24