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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SMC
551
Smith, Moore & Co
Missouri
$354K 10,872 +5 +0%
BFA
552
Beaumont Financial Advisors
Massachusetts
$352K 10,816 -68 -0.6%
IF
553
Intrua Financial
Texas
$343K 10,539 +2,106 +25%
DADC
554
D.A. Davidson & Co
Montana
$343K 10,532 -22,312 -68%
LB
555
Leo Brokerage
Texas
$341K 10,490 – –
FSG
556
Financial Strategies Group
Michigan
$341K 10,473 -3,285 -24%
MWM
557
Mission Wealth Management
California
$334K 10,252 +10,252 New
NA
558
Nottingham Advisors
New York
$332K 10,204 +504 +5%
PFM
559
Peak Financial Management
Massachusetts
$330K 10,154 +10,154 New
RWM
560
Rockwood Wealth Management
Pennsylvania
$328K 10,071 -146 -1%
CFD
561
Creative Financial Designs
Indiana
$327K 10,054 +72 +0.7%
RIA
562
Regal Investment Advisors
Michigan
$326K 10,006 +180 +2%
OSNBOA
563
Old Second National Bank of Aurora
Illinois
$325K 10,000 -559 -5%
BC
564
Burney Company
Virginia
$324K 9,951 – –
OC
565
Oarsman Capital
Wisconsin
$322K 9,894 -1,410 -12%
ACM
566
Advance Capital Management
Michigan
$322K 9,882 -599 -6%
OCM
567
Orleans Capital Management
Louisiana
$321K 9,875 +175 +2%
SPAS
568
Spectrum Planning & Advisory Services
California
$311K 9,526 +9,526 New
RPG
569
Resource Planning Group
Georgia
$304K 9,336 -97 -1%
FAP
570
Financial Advisory Partners
Florida
$304K 9,333 +714 +8%
VHAM
571
Van Hulzen Asset Management
California
$300K 9,230 +612 +7%
NFG
572
Nations Financial Group
Iowa
$299K 9,191 -109 -1%
MAS
573
Madden Advisory Services
Florida
$291K 8,939 – –
MWM
574
Maripau Wealth Management
Indiana
$291K 8,936 -2,357 -21%
KFI
575
Key Financial Inc
Pennsylvania
$289K 8,877 -497 -5%
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