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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.

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 Market Value Shares Shares
Change 		Shares
Change %
RWM
551
Rockwood Wealth Management
Pennsylvania
$328K 10,217 -638 -6%
CFD
552
Creative Financial Designs
Indiana
$321K 9,982 -24,259 -71%
BC
553
Burney Company
Virginia
$320K 9,951 +138 +1%
RIA
554
Regal Investment Advisors
Michigan
$316K 9,826 +125 +1%
OCM
555
Orleans Capital Management
Louisiana
$312K 9,700 – –
NA
556
Nottingham Advisors
New York
$312K 9,700 +1,513 +18%
CCM
557
Crew Capital Management
Ohio
$311K 9,672 -551 -5%
IGWM
558
ICA Group Wealth Management
Colorado
$307K 9,548 +3,363 +54%
RPG
559
Resource Planning Group
Georgia
$303K 9,433 +238 +3%
ACM
560
Absolute Capital Management
Pennsylvania
$302K 9,399 +1,372 +17%
KFI
561
Key Financial Inc
Pennsylvania
$301K 9,374 +1,111 +13%
PSCM
562
Per Stirling Capital Management
Texas
$300K 9,337 +15 +0.2%
NFG
563
Nations Financial Group
Iowa
$299K 9,300 – –
NL
564
NWAM LLC
Washington
$298K 9,271 +9,271 New
LFG
565
Lockerman Financial Group
California
$289K 8,991 +8,991 New
MAS
566
Madden Advisory Services
Florida
$287K 8,939 – –
HKIMG
567
Hutchens & Kramer Investment Management Group
Indiana
$287K 8,922 -2,430 -21%
BG
568
Benedetti & Gucer
Georgia
$286K 8,894 +8,894 New
WP
569
WealthPLAN Partners
Nebraska
$281K 8,754 – –
CP
570
Castleview Partners
Texas
$279K 8,683 -788 -8%
VHAM
571
Van Hulzen Asset Management
California
$277K 8,618 +8,618 New
FAP
572
Financial Advisory Partners
Florida
$277K 8,619 +444 +5%
IF
573
Intrua Financial
Texas
$276K 8,433 +281 +3%
LCC
574
Lincoln Capital Corp
Rhode Island
$272K 8,476 +8,476 New
PCIA
575
Prime Capital Investment Advisors
Kansas
$269K 8,387 -72,850 -90%
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