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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

756 hedge funds and large institutions have $12.9B invested in SPDR Portfolio Developed World ex-US ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 313 increasing their positions, 263 reducing their positions, and 38 closing their positions.

Holders
756
Holders Change
+20
Holders Change %
+2.72%
% of All Funds
12.06%
Holding in Top 10
102
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.77%
% of All Funds
1.63%
New
67
Increased
313
Reduced
263
Closed
38
Calls
$16K
Puts
$61K
Net Calls
-$45K
Net Calls Change
-$45K

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$380M
2
Jane Street
2
Jane Street
New York
$199M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$127M
4
AF
4
Allworth Financial
California
$831M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.75B

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
SMM
2
Stadion Money Management
Georgia
$237M
3
HI
3
Horizon Investments
North Carolina
$207M
4
Bank of America
4
Bank of America
North Carolina
$117M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$192M
Name Market Value Shares Shares
Change 		Shares
Change %
DI
176
Diligent Investors
California
$6.91M 222,721 -26,461 -11%
GM
177
GeoWealth Management
Illinois
$6.87M 221,429 +11,484 +5%
BL
178
Balentine LLC
Georgia
$6.8M 219,321 -7,249 -3%
UCFA
179
United Capital Financial Advisors
Texas
$6.8M 219,311 -6,623 -3%
PA
180
Probity Advisors
Texas
$6.73M 216,951 +3,113 +1%
KAS
181
Kestra Advisory Services
Texas
$6.71M 216,439 +37,806 +21%
TB
182
Treynor Bancshares
Iowa
$6.68M 215,425 -70 -0%
HFS
183
Horizon Financial Services
North Carolina
$6.66M 214,856 +12,095 +6%
BFG
184
Berger Financial Group
Minnesota
$6.55M 211,126 +24,429 +13%
MHR
185
Matthew Hamilton Rosenberg
$6.52M 210,323 +3,462 +2%
MAWA
186
Moss Adams Wealth Advisors
Washington
$6.49M 209,402 -7,177 -3%
AWA
187
Aquire Wealth Advisors
Utah
$6.24M 201,137 -12,378 -6%
SPWM
188
Spartan Planning & Wealth Management
North Carolina
$6.22M 200,728 +200,728 New
ACA
189
Atlas Capital Advisors
Wyoming
$6.22M 200,572 +30,124 +18%
TCM
190
Towercrest Capital Management
Pennsylvania
$6.16M 198,790 -18,827 -9%
WWA
191
WCG Wealth Advisors
Nevada
$6.1M 196,674 +111,809 +132%
FHA
192
Flagship Harbor Advisors
Massachusetts
$6.06M 195,565 -137,615 -41%
CWP
193
Concord Wealth Partners
Virginia
$6.04M 194,710 -17,023 -8%
OCFG
194
O'Connor Financial Group
Illinois
$5.99M 193,163 +17,987 +10%
OGF
195
Orin Green Financial
California
$5.98M 192,912 -4,219 -2%
CWM
196
Congress Wealth Management
Massachusetts
$5.98M 192,811 -12,594 -6%
UWM
197
USAdvisors Wealth Management
Minnesota
$5.95M 191,797 -3,353 -2%
AA
198
Aire Advisors
California
$5.94M 191,503 -33,124 -15%
CWM
199
Cornerstone Wealth Management
Missouri
$5.93M 191,323 -99,139 -34%
PWG
200
Portside Wealth Group
Utah
$5.92M 190,971 +7,885 +4%
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