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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
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$380M
2
Jane Street
2
Jane Street
New York
$199M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$127M
4
AF
4
Allworth Financial
California
$831M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.75B

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
SMM
2
Stadion Money Management
Georgia
$237M
3
HI
3
Horizon Investments
North Carolina
$207M
4
Bank of America
4
Bank of America
North Carolina
$117M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$192M
Name Market Value Shares Shares
Change 		Shares
Change %
GSIS
51
Global Strategic Investment Solutions
Arizona
$36.7M 1,183,129 -41,726 -3%
FAG
52
Financial Advisory Group
Texas
$36.2M 1,165,774 +4,883 +0.4%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$35.7M 1,149,678 +51,366 +5%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$35.3M 1,137,553 -32,767 -3%
CCA
55
Clearwater Capital Advisors
Illinois
$33.6M 1,084,715 +4,177 +0.4%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$33.5M 1,080,935 +96,855 +10%
SWP
57
Stratos Wealth Partners
Ohio
$32.5M 1,047,092 +135,109 +15%
SDWMA
58
Schneider Downs Wealth Management Advisors
Pennsylvania
$31.6M 1,020,073 +199,924 +24%
IWM
59
IHT Wealth Management
Illinois
$30.6M 986,830 +45,385 +5%
CC
60
Callan Capital
California
$30.4M 980,370 +2,735 +0.3%
IWP
61
IAG Wealth Partners
Wisconsin
$29.9M 964,539 +39,397 +4%
RI
62
Rinkey Investments
California
$29.6M 953,846 +71,425 +8%
BA
63
Bristlecone Advisors
Washington
$29.2M 941,655 +20,033 +2%
NEWAS
64
N.E.W. Advisory Services
Wisconsin
$28.9M 930,591 +48,891 +6%
BSWM
65
Boston Standard Wealth Management
Massachusetts
$28.4M 914,725 -9,473 -1%
BP
66
Ballentine Partners
Massachusetts
$28.3M 913,225 +3,119 +0.3%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$27.9M 898,315 +584,218 +186%
FWI
68
Facet Wealth Inc
Maryland
$27.5M 918,999 +703,788 +327%
EDRIA
69
Edmonds Duncan Registered Investment Advisors
Kansas
$26.6M 8,577,089 +7,784,225 +982%
MWM
70
Moran Wealth Management
Florida
$25.3M 815,820 +36,699 +5%
CAN
71
Cetera Advisor Networks
California
$24.7M 795,977 +56,178 +8%
AI
72
Auour Investments
Massachusetts
$23.9M 772,527 +42,907 +6%
US Bancorp
73
US Bancorp
Minnesota
$23.9M 769,722 +34,533 +5%
AWM
74
AE Wealth Management
Kansas
$23.5M 757,602 +28,667 +4%
JFA
75
JNBA Financial Advisors
Minnesota
$23.3M 750,187 +43,227 +6%
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