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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
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 Market Value Shares Shares
Change 		Shares
Change %
PWM
651
Penobscot Wealth Management
Maine
$209K 6,725 – –
CG
652
Caprock Group
Idaho
$209K 6,730 – –
LNC
653
Lincoln National Corp
Pennsylvania
$208K 6,702 -243 -3%
TWM
654
Tradition Wealth Management
Minnesota
$206K 6,654 -1,548 -19%
FF
655
Financial Futures
New Jersey
$203K 6,562 – –
WF
656
Wayfinding Financial
Washington
$203K 6,676 +6,676 New
BG
657
Benedetti & Gucer
Georgia
$203K 11,299 +11,299 New
FFN
658
Focus Financial Network
Minnesota
$202K 6,513 -37 -0.6%
RBC
659
Roble Belko & Company
Pennsylvania
$198K 6,392 – –
CP
660
Castleview Partners
Texas
$196K 6,334 -538 -8%
IBOK
661
Independence Bank of Kentucky
Kentucky
$189K 6,096 – –
TWD
662
True Wealth Design
Ohio
$188K 6,049 -576 -9%
OSAM
663
O'Shaughnessy Asset Management
Connecticut
$174K 5,604 +4,803 +600%
NA
664
Nordwand Advisors
Pennsylvania
$173K 5,571 – –
CIAS
665
Capital Investment Advisory Services
North Carolina
$171K 5,525 – –
S
666
SignatureFD
Georgia
$169K 5,448 -600 -10%
QCG
667
Quadrant Capital Group
Ohio
$164K 5,279 +5,279 New
VWM
668
Valley Wealth Managers
New Jersey
$149K 4,801 -249 -5%
EWA
669
EP Wealth Advisors
California
$146K 4,717 +4,717 New
CIA
670
Cape Investment Advisory
Georgia
$145K 4,686 -350 -7%
Citigroup
671
Citigroup
New York
$143K 4,626 +2,172 +89%
RIA
672
Realta Investment Advisors
Delaware
$138K 4,241 – –
OP
673
ORG Partners
Indiana
$131K 4,229 -20,567 -83%
SPIA
674
Steward Partners Investment Advisory
New York
$129K 4,162 -107 -3%
Deutsche Bank
675
Deutsche Bank
Germany
$125K 4,047 – –
25 26
27
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