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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 %
WIM
726
WealthPlan Investment Management
Nebraska
– – -8,754 Closed
FP
727
Fiduciary Planning
Florida
– – -8,500 Closed
ACM
728
Advisors Capital Management
New Jersey
– – -7,231 Closed
FA
729
Fermata Advisors
California
– – -7,161 Closed
RIA
730
Realta Investment Advisors
Delaware
– – -3,904 Closed
EWA
731
EP Wealth Advisors
California
– – -3,654 Closed
AWM
732
Accurate Wealth Management
Florida
– – -3,551 Closed
BHWM
733
Bay Harbor Wealth Management
Maryland
– – -3,251 Closed
AF
734
Affiance Financial
Minnesota
– – -2,652 Closed
FA
735
Faithward Advisors
Pennsylvania
– – -2,500 Closed
LAM
736
Lakewood Asset Management
Illinois
– – -2,310 Closed
USCWA
737
U.S. Capital Wealth Advisors
Texas
– – -2,107 Closed
TFA
738
Transamerica Financial Advisors
Florida
– – -1,499 Closed
BFG
739
Beacon Financial Group
Texas
– – -1,358 Closed
PB
740
Pinnacle Bancorp
Nebraska
– – -1,233 Closed
ZIG
741
Zullo Investment Group
Pennsylvania
– – -1,215 Closed
TC
742
Truvestments Capital
Florida
– – -1,204 Closed
M
743
MOTCO
Texas
– – -903 Closed
PFBT
744
Parkside Financial Bank & Trust
Missouri
– – -809 Closed
EE
745
EWG Elevate
California
– – -432 Closed
MPCG
746
Matrix Private Capital Group
New York
– – -379 Closed
DCM
747
Davidson Capital Management
Texas
– – -242 Closed
MWM
748
MinichMacGregor Wealth Management
New York
– – -225 Closed
NFSG
749
Newbridge Financial Services Group
Florida
– – -176 Closed
CG
750
Cutler Group
California
– – -100 Closed
27 28 29
30
31