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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.

Holders
756
Holders Change
+20
Holders Change %
+2.72%
% of All Funds
12.06%
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
1
Jane Street
New York
$199M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$127M
3
AF
3
Allworth Financial
California
$831M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.75B
5
Charles Schwab
5
Charles Schwab
California
$66.5M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$237M
2
HI
2
Horizon Investments
North Carolina
$207M
3
Bank of America
3
Bank of America
North Carolina
$117M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$192M
5
EH
5
Equitable Holdings
New York
$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
576
Nottingham Advisors
New York
$312K -$4.9K -158 -2%
NCM
577
Northwest Capital Management
Oregon
$310K +$116K +3,734 +60%
BC
578
Burney Company
Virginia
$309K – – –
WP
579
WealthPLAN Partners
Nebraska
$308K +$36.3K +1,171 +13%
OCM
580
Orleans Capital Management
Louisiana
$306K – – –
SW
581
Simplicity Wealth
New Jersey
$304K -$179K -5,787 -37%
PA
582
PFG Advisors
Arizona
$300K +$300K +9,679 New
AWA
583
Acorn Wealth Advisors
Michigan
$300K +$300K +9,678 New
IF
584
Intrua Financial
Texas
$298K -$28.5K -920 -9%
WAM
585
WNY Asset Management
New York
$298K -$2.02M -65,238 -87%
AAS
586
Annex Advisory Services
Wisconsin
$298K -$269K -8,670 -47%
SPAS
587
Spectrum Planning & Advisory Services
California
$295K – – –
KFI
588
Key Financial Inc
Pennsylvania
$293K +$17.3K +557 +6%
SOS
589
Silver Oak Securities
Tennessee
$291K -$530K -17,087 -65%
OC
590
Oarsman Capital
Wisconsin
$290K -$16.6K -534 -5%
RPG
591
Resource Planning Group
Georgia
$290K – – –
VHAM
592
Van Hulzen Asset Management
California
$286K – – –
NFG
593
Nations Financial Group
Iowa
$285K – – –
RPGK
594
Retirement Planning Group (Kansas)
Kansas
$281K +$35.7K +1,150 +15%
MAS
595
Madden Advisory Services
Florida
$277K – – –
FSG
596
Financial Strategies Group
Michigan
$276K -$48.5K -1,566 -15%
LCC
597
Lincoln Capital Corp
Rhode Island
$275K +$6.45K +208 +2%
HKIMG
598
Hutchens & Kramer Investment Management Group
Indiana
$271K +$8.21K +269 +3%
FIA
599
Foundations Investment Advisors
Arizona
$268K +$13K +418 +5%
CFD
600
Creative Financial Designs
Indiana
$267K -$44.7K -1,440 -14%
22 23
24
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