SPDW icon

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 %
TF
601
Theory Financial
Colorado
$267K -$673K -21,712 -72%
MGIA
602
Moneta Group Investment Advisors
Missouri
$261K -$12.2K -392 -4%
MWM
603
Maripau Wealth Management
Indiana
$260K -$16.7K -538 -6%
VAG
604
VisionPoint Advisory Group
Texas
$260K +$159K +5,136 +158%
RW
605
REDW Wealth
New Mexico
$260K – – –
CCWM
606
Cassaday & Co Wealth Management
Virginia
$256K – – –
KPWS
607
Kestra Private Wealth Services
Texas
$255K +$8.78K +283 +4%
EWM
608
Empirical Wealth Management
Washington
$255K -$133K -4,299 -34%
RB
609
Renasant Bank
Mississippi
$253K +$6.48K +209 +3%
WCM
610
Wealthcare Capital Management
Virginia
$252K +$252K +8,134 New
SEP
611
Southland Equity Partners
Missouri
$252K +$6.82K +220 +3%
MI
612
Moneywise Inc
Virginia
$252K +$4.06K +131 +2%
SSWM
613
Smith Salley Wealth Management
North Carolina
$251K – – –
OFP
614
OLIO Financial Planning
Virginia
$250K +$49.8K +1,605 +25%
ACM
615
Absolute Capital Management
Pennsylvania
$249K +$3.23K +104 +1%
ICG
616
InterOcean Capital Group
Tennessee
$247K -$7.23K -233 -3%
HIP
617
HUB Investment Partners
Texas
$247K +$247K +7,958 New
BAAM
618
Baker Avenue Asset Management
California
$245K +$210K +6,769 +599%
SAMC
619
Spectrum Asset Management (California)
California
$245K – – –
GSEP
620
Golden State Equity Partners
California
$244K +$244K +7,873 New
MCC
621
Money Concepts Capital
Florida
$243K +$26.7K +860 +12%
FGG
622
Financial Guidance Group
Florida
$242K – – –
HPC
623
HM Payson & Co
Maine
$241K – – –
LWM
624
Lodestone Wealth Management
Washington
$241K -$1.77K -57 -0.7%
AWA
625
Alta Wealth Advisors
Massachusetts
$240K +$2.23K +72 +0.9%
23 24
25
26 27