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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 %
GBT
651
Grove Bank & Trust
Florida
$76.6K 2,385 – –
BC
652
Bartlett & Co
Ohio
$76K 2,351 -5,673 -71%
BCWM
653
Bartlett & Co Wealth Management
Ohio
$75.5K 2,351 -5,673 -71%
CSWM
654
Cassady Schiller Wealth Management
Ohio
$69.7K 2,170 +2,170 New
Simplex Trading
655
Simplex Trading
Illinois
$69K 2,161 +2,161 New
BA
656
Bellwether Advisors
Nebraska
$55K 1,712 -333 -16%
CFGS
657
Concourse Financial Group Securities
Alabama
$52.2K 1,624 -3,926 -71%
CIA
658
Cape Investment Advisory
Georgia
$41K 1,277 +1,277 New
Commonwealth Equity Services
659
Commonwealth Equity Services
Massachusetts
$39.1K 1,218,328 +242,183 +25%
PPWM
660
PFG Private Wealth Management
Florida
$37.7K 1,173 -116 -9%
AAP
661
Arax Advisory Partners
Colorado
$36.4K 1,134 – –
BAAM
662
Baker Avenue Asset Management
California
$36.3K 1,130 +1,130 New
FWP
663
FAS Wealth Partners
Kansas
$34.9K 1,087 -2,457 -69%
RAM
664
Riggs Asset Management
Pennsylvania
$33.6K 1,045 +1,045 New
AA
665
Ancora Advisors
Ohio
$31.4K 978 – –
MIM
666
Macroview Investment Management
Maryland
$29.9K 931 – –
FPB
667
First PREMIER Bank
South Dakota
$29K 909 +909 New
MG
668
MilWealth Group
Wisconsin
$27.3K 851 – –
C
669
Covestor
United Kingdom
$27K 835 -114 -12%
PA
670
PSI Advisors
Florida
$25.5K 793 -252 -24%
FPFS
671
First Personal Financial Services
North Carolina
$24K 748 +748 New
CHA
672
Carmichael Hill & Associates
Maryland
$20.5K 637 – –
BWL
673
Bogart Wealth LLC
Virginia
$19.2K 599 – –
SS
674
Sunbelt Securities
Texas
$17.2K 540 +540 New
CT
675
Cambridge Trust
Massachusetts
$16.5K 513 – –
25 26
27
28 29