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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
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$380M
2
Jane Street
2
Jane Street
New York
$199M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$127M
4
AF
4
Allworth Financial
California
$831M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.75B

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
SMM
2
Stadion Money Management
Georgia
$237M
3
HI
3
Horizon Investments
North Carolina
$207M
4
Bank of America
4
Bank of America
North Carolina
$117M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$192M
Name Market Value Shares Shares
Change 		Shares
Change %
MW
626
MBL Wealth
North Carolina
$239K 7,705 +7,705 New
PFG
627
Prosperity Financial Group
California
$239K 7,695 -335 -4%
Kovitz Investment Group Partners
628
Kovitz Investment Group Partners
Illinois
$238K 7,686 -6,798 -47%
TP
629
Tranquility Partners
Tennessee
$238K 7,667 -154 -2%
C1AG
630
Client 1st Advisory Group
Florida
$236K 7,603 – –
WWM
631
Windsor Wealth Management
Indiana
$235K 7,578 – –
JWM
632
JGP Wealth Management
Oregon
$234K 7,550 – –
FWM
633
Forza Wealth Management
Florida
$234K 7,545 +300 +4%
SFA
634
Sequoia Financial Advisors
Ohio
$234K 7,536 +1,040 +16%
AT
635
American Trust
Kentucky
$233K 7,512 -29,438 -80%
OBWG
636
Onyx Bridge Wealth Group
New York
$232K 7,468 +295 +4%
Fisher Asset Management
637
Fisher Asset Management
Washington
$230K 7,427 -595 -7%
TCM
638
Telos Capital Management
California
$228K 7,355 +713 +11%
CCM
639
Crew Capital Management
Ohio
$228K 7,351 -1,142 -13%
MPM
640
Meritage Portfolio Management
Kansas
$226K 7,303 – –
FMI
641
F/M Investments
District of Columbia
$226K 6,959 -559 -7%
WA
642
Wealth Architects
California
$225K 7,263 – –
MPW
643
MA Private Wealth
California
$225K 7,240 – –
ML
644
McAdam LLC
Pennsylvania
$224K 7,221 +200 +3%
CF
645
Cantor Fitzgerald
New York
$221K 7,111 +206 +3%
EI
646
Ellevest Inc
New York
$218K 7,014 – –
CSIA
647
Charles Schwab Investment Advisory
California
$214K 6,893 +451 +7%
CCA
648
Checchi Capital Advisers
California
$213K 6,872 – –
DCM
649
DGS Capital Management
New Jersey
$213K 6,866 -1,102 -14%
RWM
650
Rockwood Wealth Management
Pennsylvania
$210K 6,768 -3,303 -33%
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