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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 %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$30.7M 956,688 +78,017 +9%
KW
52
KWB Wealth
California
$30.7M 1,032,970 +12,556 +1%
BA
53
Bristlecone Advisors
Washington
$30M 934,311 +172,201 +23%
IWP
54
IAG Wealth Partners
Wisconsin
$29.8M 928,277 -281,893 -23%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$29.7M 925,567 +891,147 +2,589%
BP
56
Ballentine Partners
Massachusetts
$28.9M 901,036 +26,287 +3%
BSWM
57
Boston Standard Wealth Management
Massachusetts
$28.9M 899,480 -44,740 -5%
IWM
58
IHT Wealth Management
Illinois
$28.7M 892,427 +263,624 +42%
NEWAS
59
N.E.W. Advisory Services
Wisconsin
$28.6M 891,818 -14,807 -2%
BCM
60
Brookstone Capital Management
Illinois
$28M 851,356 -96,886 -10%
GWP
61
Gateway Wealth Partners
Wisconsin
$27.6M 857,753 -92,206 -10%
RWM
62
Reston Wealth Management
Virginia
$26.5M 825,744 +2,041 +0.2%
MAS
63
Meeder Advisory Services
Ohio
$26.2M 815,331 +10,794 +1%
RI
64
Rinkey Investments
California
$25.9M 806,884 +39,112 +5%
SWP
65
Stratos Wealth Partners
Ohio
$25.7M 801,569 -50,035 -6%
EDRIA
66
Edmonds Duncan Registered Investment Advisors
Kansas
$24.8M 773,659 +2,869 +0.4%
US Bancorp
67
US Bancorp
Minnesota
$24.7M 769,232 -65,200 -8%
TC
68
Trilogy Capital
California
$24.4M 758,287 -1,510,732 -67%
CAN
69
Cetera Advisor Networks
California
$23.8M 739,801 +180,296 +32%
MWM
70
Moran Wealth Management
Florida
$23.1M 718,267 +139,613 +24%
GLA
71
Great Lakes Advisors
Illinois
$22.9M 711,713 -1,117,316 -61%
AWM
72
AE Wealth Management
Kansas
$22.5M 699,981 +84,940 +14%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$22.2M 692,060 +30,726 +5%
BIP
74
Blueprint Investment Partners
North Carolina
$22.2M 689,791 +313,779 +83%
BC
75
Brio Consultants
California
$22M 685,962 +24,740 +4%
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