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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 %
CWP
176
Concord Wealth Partners
Virginia
$6.89M 211,733 +57,465 +37%
GM
177
GeoWealth Management
Illinois
$6.83M 209,945 -46,421 -18%
MHR
178
Matthew Hamilton Rosenberg
$6.73M 206,861 -7,769 -4%
CWM
179
Congress Wealth Management
Massachusetts
$6.68M 205,405 -2,431 -1%
TB
180
Treynor Bancshares
Iowa
$6.63M 215,495 +6,022 +3%
SS
181
Simplicity Solutions
Minnesota
$6.63M 203,715 +6,390 +3%
HFS
182
Horizon Financial Services
North Carolina
$6.6M 202,761 +6,531 +3%
CA
183
Cetera Advisors
Colorado
$6.43M 197,638 +9,955 +5%
OGF
184
Orin Green Financial
California
$6.41M 197,131 -6,216 -3%
UWM
185
USAdvisors Wealth Management
Minnesota
$6.37M 195,150 +5,708 +3%
PCIA
186
Prime Capital Investment Advisors
Kansas
$6.18M 189,984 +181,597 +2,165%
BEI
187
Benjamin Edwards Inc
Missouri
$6.13M 188,261 -3,558 -2%
WI
188
WrapManager Inc
California
$6.09M 187,040 -12,682 -6%
BFG
189
Berger Financial Group
Minnesota
$6.08M 186,697 +19,208 +11%
VBFP
190
Valtinson Bruner Financial Planning
Minnesota
$6.05M 185,946 -39,220 -17%
MWM
191
Merriman Wealth Management
Washington
$6.03M 185,409 -32,191 -15%
PWG
192
Portside Wealth Group
Utah
$5.96M 183,086 +183,086 New
NECFA
193
New England Capital Financial Advisors
Connecticut
$5.85M 179,633 +31,670 +21%
CAM
194
Cresset Asset Management
Illinois
$5.83M 179,019 +988 +0.6%
CA
195
Continuum Advisory
Idaho
$5.81M 178,673 -9,451 -5%
KAS
196
Kestra Advisory Services
Texas
$5.81M 178,633 +16,574 +10%
LAM
197
Lifestyle Asset Management
Texas
$5.76M 176,937 -9,000 -5%
SPA
198
Sentinel Pension Advisors
Massachusetts
$5.76M 176,884 -1,685 -0.9%
OCFG
199
O'Connor Financial Group
Illinois
$5.7M 175,176 +13,638 +8%
JIC
200
JRM Investment Counsel
Nebraska
$5.65M 173,483 -2,981 -2%
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