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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

737 hedge funds and large institutions have $12.8B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 271 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 37

13% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 271

7% more capital invested

Capital invested by funds: $12B → $12.8B (+$788M)

4% more funds holding

Funds holding: 710 → 737 (+27)

0.29% more ownership

Funds ownership: 78.29% → 78.58% (+0.29%)

1% less funds holding in top 10

Funds holding in top 10: 107 → 106 (-1)

Holders
737
Holders Change
+27
Holders Change %
+3.8%
% of All Funds
11.57%
Holding in Top 10
106
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.93%
% of All Funds
1.66%
New
71
Increased
305
Reduced
271
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
+$161M
2
LPL Financial
LPL Financial
California
+$98.8M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$73M
4
SMM
Stadion Money Management
Georgia
+$65.6M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$56.9M

Top Sellers

1
Jane Street
Jane Street
New York
-$151M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$49.3M
3
Bank of America
Bank of America
North Carolina
-$38.6M
4
AssetMark Inc
AssetMark Inc
California
-$23.3M
5
ACM
AlphaStar Capital Management
North Carolina
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FBC
726
Fairfield, Bush & Co
Connecticut
$2.16K +$2.15K +66 New
WAS
727
Winch Advisory Services
Wisconsin
$2K +$33 +1 +2%
HT
728
Headlands Technologies
Illinois
$1.95K +$1.96K +60 New
HWA
729
HHM Wealth Advisors
Tennessee
$1.92K +$1.93K +59 New
EWA
730
EverSource Wealth Advisors
Alabama
$1.79K – – –
LWA
731
Lowe Wealth Advisors
Maryland
$1.59K – – –
SWA
732
Sutton Wealth Advisors
Florida
$994 +$33 +1 +3%
HI
733
Hoey Investments
Pennsylvania
$684 – – –
CA
734
Clearstead Advisors
Ohio
$489 +$490 +15 New
TAM
735
Tucker Asset Management
Colorado
$293 – – –
TRCT
736
Tower Research Capital (TRC)
New York
$65 +$65 +2 New
YAL
737
Your Advocates Ltd
Texas
$33 – – –
VWM
738
Venturi Wealth Management
Texas
– -$7.95M -247,494 Closed
GIA
739
Gladstone Institutional Advisory
Florida
– -$6.54M -203,737 Closed
VAS
740
Vestmark Advisory Solutions
Massachusetts
– -$5.39M -167,716 Closed
ARC
741
Advisor Resource Council
Texas
– -$4.95M -153,022 Closed
LFAS
742
Level Four Advisory Services
Texas
– -$4.25M -132,225 Closed
CAC
743
Certified Advisory Corp
Florida
– -$3.97M -123,519 Closed
CIC
744
Chilton Investment Company
Connecticut
– -$2.08M -64,657 Closed
SFS
745
Sowell Financial Services
Arkansas
– -$1.3M -40,475 Closed
CFA
746
Compass Financial Advisors
Indiana
– -$675K -21,000 Closed
WWM
747
WT Wealth Management
Arizona
– -$587K -18,281 Closed
TI
748
Trexquant Investment
Connecticut
– -$582K -18,107 Closed
Renaissance Technologies
749
Renaissance Technologies
New York
– -$495K -15,400 Closed
TPA
750
Trivium Point Advisory
Connecticut
– -$445K -13,862 Closed
27 28 29
30
31

SPDW Hedge Fund Activity: Q2 2023 in Review

737 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2023, worth a combined $12.8B — up 6.6% from $12B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SPDW positions and 37 closed out — a net gain of 34 holders — while 305 added to existing stakes and 271 trimmed.

The largest buyer was State Street, adding an estimated $161M. The largest seller was Jane Street, cutting an estimated $151M.

  • 737 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2023, up from 710 in Q1 2023.
  • Funds reported $12.8B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2023, up 6.6% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2023 and 37 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2023 was State Street, an estimated $161M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2023 was Jane Street, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2023.