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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 %
PNC Financial Services Group
551
PNC Financial Services Group
Pennsylvania
$381K +$116K +3,733 +44%
MFT
552
Moisand Fitzgerald Tamayo
Florida
$376K -$5.99K -193 -2%
SFO
553
Stokes Family Office
Louisiana
$376K – – –
FIM
554
Fernwood Investment Management
Massachusetts
$373K -$11.3K -364 -3%
KCPG
555
Kavar Capital Partners Group
Kansas
$369K – – –
CPA
556
Cardiff Park Advisors
California
$367K – – –
LFG
557
Lockerman Financial Group
California
$366K +$123K +3,952 +50%
AFO
558
Arrowroot Family Office
California
$360K +$360K +11,610 New
GFP
559
Gryphon Financial Partners
Ohio
$357K – – –
BFA
560
Beaumont Financial Advisors
Massachusetts
$355K +$20K +645 +6%
GWS
561
Glassman Wealth Services
Virginia
$354K +$2.92K +94 +0.8%
DWT
562
Dorsey & Whitney Trust
South Dakota
$354K – – –
VFA
563
Valeo Financial Advisors
Indiana
$342K +$342K +11,029 New
SMC
564
Smith, Moore & Co
Missouri
$340K +$2.45K +79 +0.7%
AIA
565
Arbor Investment Advisors
North Carolina
$338K +$338K +10,914 New
SWM
566
SFG Wealth Management
Maryland
$338K -$103K -3,310 -23%
EP
567
Eudaimonia Partners
Tennessee
$337K -$211K -6,818 -39%
SW
568
SlateStone Wealth
Florida
$334K -$3.2K -103 -0.9%
NCG
569
Newport Capital Group
New Jersey
$333K -$53K -1,708 -14%
GKWIM
570
Gerber Kawasaki Wealth & Investment Management
California
$332K -$59.9K -1,931 -15%
CFGSD
571
Compass Financial Group (South Dakota)
South Dakota
$332K -$10.1K -325 -3%
AAS
572
Ameritas Advisory Services
Nebraska
$327K +$327K +10,631 New
VIP
573
Vantage Investment Partners
Missouri
$324K +$64.3K +2,075 +25%
OSNBOA
574
Old Second National Bank of Aurora
Illinois
$321K +$10.9K +352 +4%
FAP
575
Financial Advisory Partners
Florida
$316K +$26.9K +866 +9%
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