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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 %
JFA
76
JNBA Financial Advisors
Minnesota
$21.6M 672,890 +11,055 +2%
FU
77
Fairfield University
Connecticut
$21.1M 657,781 – –
SDWMA
78
Schneider Downs Wealth Management Advisors
Pennsylvania
$21M 653,953 +45,157 +7%
GF
79
Goodman Financial
Texas
$20.9M 650,834 +13,566 +2%
AI
80
Atria Investments
North Carolina
$20.6M 642,646 +642,646 New
HighTower Advisors
81
HighTower Advisors
Illinois
$20.1M 627,853 -18,793 -3%
GRP
82
Global Retirement Partners
California
$19.9M 609,797 +139,493 +30%
WAOI
83
Wealth Advisors of Iowa
Iowa
$19.7M 614,138 +346,473 +129%
SWM
84
SigFig Wealth Management
California
$19.7M 598,629 -25,968 -4%
PFA
85
Pure Financial Advisors
California
$19.1M 593,859 -12,006 -2%
PMG
86
ProVise Management Group
Florida
$19M 592,695 +18,839 +3%
KAM
87
Knightsbridge Asset Management
California
$18.6M 578,910 +214,573 +59%
LSAG
88
Lake Street Advisors Group
New Hampshire
$18.5M 575,089 -5,469 -0.9%
PG
89
Proffitt & Goodson
Tennessee
$18.5M 574,991 -22,956 -4%
FFM
90
Flagstone Financial Management
Nebraska
$18M 560,962 +102,055 +22%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$17.6M 548,633 +220,580 +67%
LFPWM
92
Leicht Financial Planning & Wealth Management
New Jersey
$17.4M 541,657 +194,430 +56%
Wells Fargo
93
Wells Fargo
California
$17M 527,829 +10,604 +2%
AWA
94
ARQ Wealth Advisors
Arizona
$16.9M 526,258 -46,132 -8%
PMFA
95
Plante Moran Financial Advisors
Michigan
$16.8M 524,361 -57,422 -10%
B
96
Bridgeworth
Alabama
$16.7M 519,281 +44,292 +9%
IWC
97
Integrated Wealth Concepts
Massachusetts
$16.6M 516,625 +50,258 +11%
TCFP
98
Treasure Coast Financial Planning
Florida
$15M 467,850 -3,756 -0.8%
OIA
99
OneDigital Investment Advisors
Kansas
$14.7M 456,922 +3,228 +0.7%
LWMNY
100
Landmark Wealth Management (New York)
New York
$14.6M 454,002 +81,338 +22%
2 3
4
5 6