SPDW icon

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 %
SFS
126
Security Financial Services
Indiana
$11.3M 346,780 +35,834 +12%
GA
127
Goldstein Advisors
Wisconsin
$11M 338,178 -36,439 -10%
FHA
128
Flagship Harbor Advisors
Massachusetts
$10.8M 333,180 +154,204 +86%
VCM
129
Vivaldi Capital Management
Illinois
$10.8M 331,315 -56,331 -15%
SFP
130
Strategic Financial Planning
Texas
$10.8M 330,777 +4,478 +1%
IWMA
131
Ironwood Wealth Management (Arizona)
Arizona
$10.4M 320,881 +5,935 +2%
AC
132
AIFG Consultants
New York
$10.4M 318,821 +3,931 +1%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$10.2M 314,097 -1,510,538 -83%
BFA
134
Brown Financial Advisory
Alabama
$10M 308,417 -7,334 -2%
OPS
135
Orion Portfolio Solutions
Nebraska
$10M 307,442 +20,403 +7%
BCI
136
Brinker Capital Investments
Pennsylvania
$10M 307,442 +20,403 +7%
VAF
137
Values Added Financial
District of Columbia
$9.95M 305,665 +305,665 New
HF
138
Halpern Financial
Virginia
$9.91M 304,440 +49,910 +20%
KAM
139
Knightsbridge Asset Management
California
$9.86M 303,031 -275,879 -48%
ICMP
140
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.7M 298,160 +228,995 +331%
MA
141
Mutual Advisors
Nebraska
$9.69M 297,660 +101,977 +52%
BW
142
BIP Wealth
Georgia
$9.68M 297,331 -12,871 -4%
RA
143
Rodgers & Associates
Pennsylvania
$9.61M 295,226 +35,928 +14%
Truist Financial
144
Truist Financial
North Carolina
$9.57M 294,126 -5,869 -2%
CWM
145
Cornerstone Wealth Management
Missouri
$9.45M 290,462 +12,047 +4%
BCM
146
Boltwood Capital Management
California
$9.42M 289,390 +735 +0.3%
RJA
147
Raymond James & Associates
Florida
$9.04M 277,919 +139,606 +101%
GC
148
Grimes & Company
Massachusetts
$8.91M 273,924 +5,279 +2%
DI
149
DFPG Investments
Utah
$8.85M 264,389 +63,399 +32%
GCA
150
Gradient Capital Advisors
California
$8.75M 269,011 +7,404 +3%
4 5
6
7 8