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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 %
UCFA
151
United Capital Financial Advisors
Texas
$7.87M 245,127 -30,289 -11%
MAWA
152
Moss Adams Wealth Advisors
Washington
$7.59M 236,223 -21,131 -8%
PIFP
153
Partners in Financial Planning
Virginia
$7.57M 235,734 -1,478 -0.6%
KWM
154
Kingsview Wealth Management
Oregon
$7.53M 234,454 -14,617 -6%
RA
155
RFG Advisory
Alabama
$7.43M 231,384 -62,930 -21%
CA
156
CGN Advisors
Kansas
$7.41M 230,582 +3,386 +1%
BL
157
Balentine LLC
Georgia
$7.33M 228,129 -15,567 -6%
VBFP
158
Valtinson Bruner Financial Planning
Minnesota
$7.23M 225,166 +30,817 +16%
TCM
159
Towercrest Capital Management
Pennsylvania
$7.17M 223,195 -19,816 -8%
APWA
160
Atlas Private Wealth Advisors
New Jersey
$7.15M 222,624 +32,478 +17%
AWA
161
Aquire Wealth Advisors
Utah
$7.07M 220,068 -1,807 -0.8%
BHB
162
Bank Hapoalim BM
Israel
$7.03M 219,000 – –
MWM
163
Merriman Wealth Management
Washington
$6.99M 217,600 -13,661 -6%
MHR
164
Matthew Hamilton Rosenberg
$6.89M 214,630 +16,027 +8%
FWI
165
Facet Wealth Inc
Maryland
$6.78M 211,124 -2,526 -1%
TB
166
Treynor Bancshares
Iowa
$6.73M 209,473 +5,024 +2%
CWM
167
Congress Wealth Management
Massachusetts
$6.68M 207,836 +1,034 +0.5%
GIA
168
Gladstone Institutional Advisory
Florida
$6.54M 203,737 -4,720 -2%
OGF
169
Orin Green Financial
California
$6.53M 203,347 -15,489 -7%
OAM
170
Occidental Asset Management
California
$6.46M 201,100 +102,352 +104%
DI
171
DFPG Investments
Utah
$6.46M 200,990 +60,642 +43%
SFI
172
SPC Financial Inc
Maryland
$6.44M 200,344 +23,441 +13%
WI
173
WrapManager Inc
California
$6.42M 199,722 +2,518 +1%
APA
174
Astoria Portfolio Advisors
New York
$6.39M 197,352 +44,966 +30%
SQA
175
Simon Quick Advisors
New Jersey
$6.36M 197,973 +559 +0.3%
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