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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 %
FMI
576
F/M Investments
District of Columbia
$269K 8,126 +8,126 New
LWM
577
Lodestone Wealth Management
Washington
$266K 8,295 -181 -2%
CCWM
578
Cassaday & Co Wealth Management
Virginia
$265K 8,255 – –
FWM
579
FSA Wealth Management
Massachusetts
$264K 8,227 +86 +1%
ICG
580
InterOcean Capital Group
Tennessee
$263K 8,190 – –
SSWM
581
Smith Salley Wealth Management
North Carolina
$262K 8,148 – –
OPA
582
Old Port Advisors
Maine
$260K 8,046 -650 -7%
TP
583
Tranquility Partners
Tennessee
$256K 7,975 -1,255 -14%
SFC
584
Strategic Financial Concepts
Texas
$255K 7,929 +7,929 New
SAMC
585
Spectrum Asset Management (California)
California
$253K 7,885 – –
MI
586
Moneywise Inc
Virginia
$253K 7,882 +101 +1%
CFAM
587
Center For Asset Management
Florida
$253K 7,865 -790 -9%
FGG
588
Financial Guidance Group
Florida
$251K 7,818 – –
KPWS
589
Kestra Private Wealth Services
Texas
$251K 7,806 – –
HPC
590
HM Payson & Co
Maine
$249K 7,764 – –
C1AG
591
Client 1st Advisory Group
Florida
$248K 7,712 -109 -1%
BOH
592
Bank of Hawaii
Hawaii
$246K 7,658 -1,000 -12%
WWM
593
Windsor Wealth Management
Indiana
$244K 7,578 – –
SEP
594
Southland Equity Partners
Missouri
$243K 7,574 +338 +5%
JWM
595
JGP Wealth Management
Oregon
$243K 7,550 – –
LIM
596
Leavell Investment Management
Alabama
$242K 7,539 – –
CF
597
Centaurus Financial
California
$238K 7,395 +7,395 New
WA
598
Wealth Architects
California
$236K 7,352 +32 +0.4%
CF
599
Cantor Fitzgerald
New York
$235K 7,321 -523 -7%
MPW
600
MA Private Wealth
California
$233K 7,240 – –
22 23
24
25 26