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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 %
SCM
601
Stonehearth Capital Management
Massachusetts
$232K 7,212 -109 -1%
FF
602
Financial Futures
New Jersey
$231K 7,205 -380 -5%
AWA
603
Alta Wealth Advisors
Massachusetts
$228K 7,094 +7,094 New
HWM
604
HFG Wealth Management
Texas
$226K 7,048 +7,048 New
PWG
605
Private Wealth Group
Florida
$225K 6,995 – –
LNC
606
Lincoln National Corp
Pennsylvania
$224K 6,963 +6,963 New
CI
607
CX Institutional
Indiana
$222K 6,916 -11,217 -62%
PFG
608
Prosperity Financial Group
California
$222K 6,896 +6,896 New
HIP
609
HUB Investment Partners
Texas
$221K 6,891 +6,891 New
CCA
610
Checchi Capital Advisers
California
$221K 6,872 – –
RB
611
Renasant Bank
Mississippi
$219K 6,832 +6,832 New
CSIA
612
Charles Schwab Investment Advisory
California
$217K 6,771 -4,850 -42%
SW
613
Simplicity Wealth
New Jersey
$217K 6,755 +6,755 New
CG
614
Caprock Group
Idaho
$216K 6,730 +6,730 New
TCM
615
Telos Capital Management
California
$213K 6,642 -455 -6%
TWD
616
True Wealth Design
Ohio
$213K 6,625 – –
PWM
617
Penobscot Wealth Management
Maine
$212K 6,605 -21,059 -76%
FFN
618
Focus Financial Network
Minnesota
$210K 6,550 +6,550 New
DCM
619
DGS Capital Management
New Jersey
$210K 6,534 -437 -6%
RRCM
620
Rappaport Reiches Capital Management
Illinois
$209K 6,509 -246 -4%
BI
621
Ballast Inc
Kentucky
$207K 6,441 +6,441 New
DWP
622
Destiny Wealth Partners
Florida
$207K 6,431 +2,134 +50%
BEAM
623
Baker Ellis Asset Management
Washington
$206K 6,400 +6,400 New
RBC
624
Roble Belko & Company
Pennsylvania
$205K 6,392 – –
Tudor Investment Corp
625
Tudor Investment Corp
Connecticut
$205K 6,378 +6,378 New
23 24
25
26 27