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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 %
IWMA
126
Ironwood Wealth Management (Arizona)
Arizona
$10.1M 314,946 -31,867 -9%
AC
127
AIFG Consultants
New York
$10.1M 314,890 +148,762 +90%
FDDB
128
Fidelity D&D Bancorp
Pennsylvania
$10M 279,049 +279,049 New
SFS
129
Security Financial Services
Indiana
$9.99M 310,946 +51,038 +20%
BW
130
BIP Wealth
Georgia
$9.96M 310,202 +310,202 New
Truist Financial
131
Truist Financial
North Carolina
$9.64M 299,995 -12,542 -4%
RWA
132
Rooted Wealth Advisors
Illinois
$9.6M 292,107 -5,733 -2%
BCM
133
Boltwood Capital Management
California
$9.27M 288,655 -5,450 -2%
OPS
134
Orion Portfolio Solutions
Nebraska
$9.22M 287,039 +20,082 +8%
BCI
135
Brinker Capital Investments
Pennsylvania
$9.22M 287,039 +232,618 +427%
CWM
136
Cornerstone Wealth Management
Missouri
$8.94M 278,415 +278,415 New
SCA
137
Snowden Capital Advisors
New York
$8.89M 276,666 +46,024 +20%
GC
138
Grimes & Company
Massachusetts
$8.63M 268,645 -1,397 -0.5%
AF
139
Advisornet Financial
Minnesota
$8.43M 262,595 +23,418 +10%
GCA
140
Gradient Capital Advisors
California
$8.4M 261,607 -3,626 -1%
MPM
141
MBB Public Markets
Illinois
$8.33M 259,300 -91,794 -26%
RA
142
Rodgers & Associates
Pennsylvania
$8.33M 259,298 -356 -0.1%
JFG
143
JDM Financial Group
Texas
$8.27M 257,617 -10,984 -4%
GM
144
GeoWealth Management
Illinois
$8.23M 256,366 +7,335 +3%
HF
145
Halpern Financial
Virginia
$8.18M 254,530 +28,505 +13%
AA
146
Aire Advisors
California
$8.02M 250,269 -280,616 -53%
DI
147
Diligent Investors
California
$8.01M 249,409 -2,316 -0.9%
SC
148
Scotia Capital
Ontario, Canada
$7.99M 248,825 -48,460 -16%
VWM
149
Venturi Wealth Management
Texas
$7.95M 247,494 -555 -0.2%
SSWG
150
Seven Springs Wealth Group
Tennessee
$7.89M 245,548 -6,818 -3%
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