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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

736 hedge funds and large institutions have $12.8B invested in 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, 270 reducing their positions, and 37 closing their positions.

Holders
736
Holders Change
+27
Holders Change %
+3.81%
% of All Funds
11.61%
Holding in Top 10
106
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.93%
% of All Funds
1.67%
New
71
Increased
305
Reduced
270
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$293M
2
LPL Financial
2
LPL Financial
California
$671M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$188M
4
SMM
4
Stadion Money Management
Georgia
$331M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.75B

Top Sellers

1
Jane Street
1
Jane Street
New York
$32.3M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$10.2M
3
Bank of America
3
Bank of America
North Carolina
$167M
4
AssetMark Inc
4
AssetMark Inc
California
$86M
5
ACM
5
AlphaStar Capital Management
North Carolina
$68M
Name Market Value Shares Shares
Change 		Shares
Change %
WAS
726
Winch Advisory Services
Wisconsin
$2K 59 +1 +2%
HT
727
Headlands Technologies
Illinois
$1.95K 60 +60 New
HWA
728
HHM Wealth Advisors
Tennessee
$1.92K 59 +59 New
EWA
729
EverSource Wealth Advisors
Alabama
$1.79K 55 – –
LWA
730
Lowe Wealth Advisors
Maryland
$1.59K 49 – –
SWA
731
Sutton Wealth Advisors
Florida
$994 31 +1 +3%
HI
732
Hoey Investments
Pennsylvania
$684 21 – –
CA
733
Clearstead Advisors
Ohio
$489 15 +15 New
TAM
734
Tucker Asset Management
Colorado
$293 9 – –
TRCT
735
Tower Research Capital (TRC)
New York
$65 2 +2 New
YAL
736
Your Advocates Ltd
Texas
$33 1 – –
VWM
737
Venturi Wealth Management
Texas
– – -247,494 Closed
GIA
738
Gladstone Institutional Advisory
Florida
– – -203,737 Closed
VAS
739
Vestmark Advisory Solutions
Massachusetts
– – -167,716 Closed
ARC
740
Advisor Resource Council
Texas
– – -153,022 Closed
LFAS
741
Level Four Advisory Services
Texas
– – -132,225 Closed
CAC
742
Certified Advisory Corp
Florida
– – -123,519 Closed
CIC
743
Chilton Investment Company
Connecticut
– – -64,657 Closed
SFS
744
Sowell Financial Services
Arkansas
– – -40,475 Closed
CFA
745
Compass Financial Advisors
Indiana
– – -21,000 Closed
WWM
746
WT Wealth Management
Arizona
– – -18,281 Closed
TI
747
Trexquant Investment
Connecticut
– – -18,107 Closed
Renaissance Technologies
748
Renaissance Technologies
New York
– – -15,400 Closed
TPA
749
Trivium Point Advisory
Connecticut
– – -13,862 Closed
API
750
Advisor Partners II
California
– – -12,016 Closed
27 28 29
30
31