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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

736 hedge funds and large institutions have $12.8B invested in SPDR Portfolio Developed World ex-US ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 270 reducing their positions, and 37 closing their positions.

Holders
736
Holders Change
+27
Holders Change %
+3.81%
% of All Funds
11.61%
Holding in Top 10
106
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.93%
% of All Funds
1.67%
New
71
Increased
305
Reduced
270
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$293M
2
LPL Financial
2
LPL Financial
California
$671M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$188M
4
SMM
4
Stadion Money Management
Georgia
$331M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.75B

Top Sellers

1
Jane Street
1
Jane Street
New York
$32.3M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$10.2M
3
Bank of America
3
Bank of America
North Carolina
$167M
4
AssetMark Inc
4
AssetMark Inc
California
$86M
5
ACM
5
AlphaStar Capital Management
North Carolina
$68M
Name Market Value Shares Shares
Change 		Shares
Change %
VWM
651
Valley Wealth Managers
New Jersey
$164K 5,050 -50 -1%
CIA
652
Cape Investment Advisory
Georgia
$164K 5,036 +3,759 +294%
WBCM
653
Wilson & Boucher Capital Management
California
$153K 4,700 +4,700 New
SF
654
Safeguard Financial
Wisconsin
$152K 4,684 +4,684 New
IPW
655
Impact Partnership Wealth
Georgia
$146K 4,473 +4,473 New
NIC
656
Northwest Investment Counselors
Oregon
$145K 4,463 +4,463 New
SPIA
657
Steward Partners Investment Advisory
New York
$139K 4,269 -8 -0.2%
RIA
658
Realta Investment Advisors
Delaware
$138K 4,241 +4,241 New
Deutsche Bank
659
Deutsche Bank
Germany
$132K 4,047 – –
SWM
660
Sanctuary Wealth Management
Idaho
$132K 4,044 +4,044 New
AIA
661
Arcadia Investment Advisors
Idaho
$124K 3,813 -925 -20%
VAG
662
VisionPoint Advisory Group
Texas
$106K 3,245 -7,587 -70%
HS
663
Horan Securities
United States
$97.8K 3,004 +298 +11%
CMP
664
Coston McIsaac & Partners
Maine
$91K 2,813 – –
WIM
665
Westside Investment Management
California
$90.9K 2,793 – –
PP
666
PrairieView Partners
Minnesota
$86K 2,657 -400 -13%
Citigroup
667
Citigroup
New York
$79.9K 2,454 +60 +3%
BCM
668
Bourgeon Capital Management
Connecticut
$78.3K 2,407 – –
GBT
669
Grove Bank & Trust
Florida
$77.6K 2,385 – –
BC
670
Bartlett & Co
Ohio
$77K 2,351 – –
BCWM
671
Bartlett & Co Wealth Management
Ohio
$76.5K 2,351 – –
TFGT
672
TS Financial Group (TSFG)
Illinois
$76K 2,329 -94 -4%
CFGS
673
Concourse Financial Group Securities
Alabama
$75.9K 2,331 +707 +44%
AWM
674
Abound Wealth Management
Tennessee
$73.6K 2,262 -490 -18%
FGAM
675
Financial Gravity Asset Management
Texas
$66.9K 11,697 +121 +1%
25 26
27
28 29