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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 %
FWM
626
Forza Wealth Management
Florida
$204K 6,345 -400 -6%
CS
627
Cannell & Spears
New York
$203K 6,332 +6,332 New
CCG
628
Capital CS Group
California
$202K 6,287 +6,287 New
RW
629
REDW Wealth
New Mexico
$201K 6,255 +6,255 New
MPM
630
Meritage Portfolio Management
Kansas
$200K 6,232 +6,232 New
IBOK
631
Independence Bank of Kentucky
Kentucky
$196K 6,096 – –
CIAS
632
Capital Investment Advisory Services
North Carolina
$187K 5,835 -460 -7%
S
633
SignatureFD
Georgia
$182K 5,653 +134 +2%
EWM
634
Evermay Wealth Management
Virginia
$172K 5,363 – –
VWM
635
Valley Wealth Managers
New Jersey
$164K 5,100 – –
AIA
636
Arcadia Investment Advisors
Idaho
$152K 4,738 -3,046 -39%
SPIA
637
Steward Partners Investment Advisory
New York
$137K 4,277 -27,292 -86%
LPIC
638
LeJeune Puetz Investment Counsel
Michigan
$137K 4,250 – –
HGERS
639
Householder Group Estate & Retirement Specialist
Arizona
$135K 4,209 +4,209 New
Deutsche Bank
640
Deutsche Bank
Germany
$130K 4,047 – –
OCM
641
Orion Capital Management
California
$124K 3,847 – –
PP
642
PrairieView Partners
Minnesota
$98K 3,057 -124 -4%
CMP
643
Coston McIsaac & Partners
Maine
$90K 2,813 – –
WIM
644
Westside Investment Management
California
$89.7K 2,793 – –
AWM
645
Abound Wealth Management
Tennessee
$88.4K 2,752 +22 +0.8%
HS
646
Horan Securities
United States
$86.9K 2,706 +1,488 +122%
NA
647
Nordwand Advisors
Pennsylvania
$79.9K 2,487 +2,487 New
TFGT
648
TS Financial Group (TSFG)
Illinois
$78K 2,423 -265 -10%
BCM
649
Bourgeon Capital Management
Connecticut
$77.3K 2,407 – –
Citigroup
650
Citigroup
New York
$76.9K 2,394 -6,809 -74%
24 25
26
27 28