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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 %
PMFA
101
Plante Moran Financial Advisors
Michigan
$16.5M 505,621 -18,740 -4%
TCFP
102
Treasure Coast Financial Planning
Florida
$15.7M 483,063 +15,213 +3%
APWA
103
Atlas Private Wealth Advisors
New Jersey
$15.5M 475,984 +253,360 +114%
SCA
104
Snowden Capital Advisors
New York
$15.3M 469,014 +192,348 +70%
NA
105
NewEdge Advisors
Louisiana
$14.8M 454,799 +88,414 +24%
LWMNY
106
Landmark Wealth Management (New York)
New York
$14.8M 453,406 -596 -0.1%
Corient Private Wealth
107
Corient Private Wealth
Florida
$14.7M 451,690 +90,506 +25%
GAG
108
GM Advisory Group
New York
$14.7M 451,384 -1,824 -0.4%
DJSG
109
D.J. St. Germain
Massachusetts
$14.3M 438,865 +438,865 New
GWM
110
Geneos Wealth Management
Colorado
$14.2M 437,653 +47,248 +12%
JSL
111
JT Stratford LLC
Georgia
$14.2M 435,819 +101,430 +30%
GLA
112
Good Life Advisors
Pennsylvania
$13.9M 427,722 +84,032 +24%
AWA
113
ARQ Wealth Advisors
Arizona
$13.8M 423,931 -102,327 -19%
EFL
114
ERn Financial LLC
Wisconsin
$13.7M 421,933 +547 +0.1%
FA
115
Fiduciary Alliance
South Carolina
$13.5M 415,500 +10,242 +3%
VA
116
Valmark Advisers
Ohio
$13.3M 407,831 -8,762 -2%
AFP
117
Ausdal Financial Partners
Iowa
$13M 398,048 +18,054 +5%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$12.7M 390,725 +3,192 +0.8%
AI
119
Atria Investments
North Carolina
$12.5M 384,284 -258,362 -40%
IHWM
120
Iron Horse Wealth Management
Iowa
$12.3M 378,139 -11,703 -3%
PCA
121
Prosperity Capital Advisors
Ohio
$12M 369,025 +23,658 +7%
WCFA
122
Walkner Condon Financial Advisors
Wisconsin
$11.7M 360,732 -11,424 -3%
TF
123
TimeScale Financial
Massachusetts
$11.5M 353,187 -5,939 -2%
GWAG
124
Garrett Wealth Advisory Group
Texas
$11.5M 352,809 +6,130 +2%
SFG
125
StrategIQ Financial Group
Indiana
$11.4M 349,433 +2,424 +0.7%
3 4
5
6 7