SPDW icon

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 %
VNA
676
Valley National Advisers
Pennsylvania
$16K 486 – –
CCMI
677
Creative Capital Management Investments
California
$15.9K 499 – –
CSPAM
678
Cary Street Partners Asset Management
Virginia
$14.9K 463 – –
MBFW
679
Morton Brown Family Wealth
Pennsylvania
$14.8K 462 +462 New
SIS
680
Sound Income Strategies
Florida
$14.5K 450 -323 -42%
PO
681
Private Ocean
California
$12.5K 389 +389 New
LC
682
Lindbrook Capital
California
$11K 343 – –
IRAG
683
Investment Research & Advisory Group
Georgia
$10.6K 330 – –
LF
684
Lee Financial
Texas
$10.3K 320 -106 -25%
CCP
685
Carmel Capital Partners
California
$10.2K 319 +319 New
CWM
686
CarsonAllaria Wealth Management
Illinois
$10K 312 -38 -11%
MRCM
687
M&R Capital Management
New Jersey
$7.84K 244 +244 New
WFA
688
West Financial Advisors
Iowa
$6.42K 200 – –
PWMG
689
Prestige Wealth Management Group
New Jersey
$6.17K 192 – –
SSC
690
Syverson Strege & Co
Iowa
$6.07K 189 +189 New
EK
691
Evensky & Katz
Florida
$6K 190 -64 -25%
RG
692
Retirement Group
California
$6K 200 +118 +144%
CSC
693
Caldwell Sutter Capital
California
$5.56K 173 +173 New
DAC
694
Dividend Assets Capital
South Carolina
$5K 166 – –
FRA
695
Front Row Advisors
California
$5K 152 – –
BTI
696
Blue Trust Inc
Georgia
$4K 146 -1,884 -93%
BlackRock
697
BlackRock
New York
$3.81K 119 -3,552 -97%
MCA
698
Maryland Capital Advisors
Maryland
$3.76K 117 +117 New
HFS
699
Hantz Financial Services
Michigan
$3K 91 -4 -4%
MLA
700
MB, Levis & Associates
Pennsylvania
$2.96K 92 +92 New
26 27
28
29 30