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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 %
AF
151
Advisornet Financial
Minnesota
$8.41M 258,486 -4,109 -2%
JFG
152
JDM Financial Group
Texas
$8.29M 254,842 -2,775 -1%
APC
153
Aspire Private Capital
North Carolina
$8.29M 254,750 -158,868 -38%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$8.2M 252,119 +84,786 +51%
MFG
155
Merit Financial Group
Georgia
$8.18M 251,267 +154,848 +161%
DI
156
Diligent Investors
California
$8.11M 249,182 -227 -0.1%
KWM
157
Kingsview Wealth Management
Oregon
$7.9M 242,784 +8,330 +4%
SSWG
158
Seven Springs Wealth Group
Tennessee
$7.73M 237,563 -7,985 -3%
PIFP
159
Partners in Financial Planning
Virginia
$7.71M 236,894 +1,160 +0.5%
MPM
160
MBB Public Markets
Illinois
$7.67M 235,829 -23,471 -9%
APA
161
Astoria Portfolio Advisors
New York
$7.65M 228,528 +31,176 +16%
CG
162
Colony Group
Massachusetts
$7.53M 231,361 +44,416 +24%
CA
163
CGN Advisors
Kansas
$7.45M 229,006 -1,576 -0.7%
BL
164
Balentine LLC
Georgia
$7.37M 226,570 -1,559 -0.7%
UCFA
165
United Capital Financial Advisors
Texas
$7.35M 225,934 -19,193 -8%
AA
166
Aire Advisors
California
$7.23M 224,627 -25,642 -10%
RA
167
RFG Advisory
Alabama
$7.18M 220,653 -10,731 -5%
SC
168
Scotia Capital
Ontario, Canada
$7.16M 220,173 -28,652 -12%
BHB
169
Bank Hapoalim BM
Israel
$7.13M 219,000 – –
TCM
170
Towercrest Capital Management
Pennsylvania
$7.08M 217,617 -5,578 -2%
MAWA
171
Moss Adams Wealth Advisors
Washington
$7.05M 216,579 -19,644 -8%
SFI
172
SPC Financial Inc
Maryland
$7.03M 216,052 +15,708 +8%
FWI
173
Facet Wealth Inc
Maryland
$7.01M 215,211 +4,087 +2%
PA
174
Probity Advisors
Texas
$6.96M 213,838 +213,838 New
AWA
175
Aquire Wealth Advisors
Utah
$6.95M 213,515 -6,553 -3%
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7
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