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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 %
BFG
201
Berger Financial Group
Minnesota
$5.38M 167,489 +82,749 +98%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$5.37M 167,333 +24,493 +17%
ACA
203
Atlas Capital Advisors
Wyoming
$5.34M 166,310 +22,843 +16%
TCWA
204
Ten Capital Wealth Advisors
Washington
$5.24M 163,136 +4,181 +3%
MFA
205
Millington Financial Advisors
Illinois
$5.24M 163,082 -830 -0.5%
KAS
206
Kestra Advisory Services
Texas
$5.21M 162,059 -95,146 -37%
OCFG
207
O'Connor Financial Group
Illinois
$5.19M 161,538 +161,538 New
EF
208
Empowered Funds
Pennsylvania
$5.15M 160,459 -22,778 -12%
TFA
209
TPG Financial Advisors
Oregon
$5.08M 158,155 +5,675 +4%
CA
210
CSM Advisors
Pennsylvania
$5.03M 156,466 +156,466 New
NRA
211
NSI Retail Advisors
Pennsylvania
$4.97M 154,700 +154,700 New
CWP
212
Concord Wealth Partners
Virginia
$4.96M 154,268 -57,474 -27%
ARC
213
Advisor Resource Council
Texas
$4.95M 153,022 +137,090 +860%
AWM
214
Axxcess Wealth Management
California
$4.91M 152,778 +236 +0.2%
SFPM
215
Sensible Financial Planning & Management
Massachusetts
$4.87M 151,658 -1,577 -1%
OWM
216
Opes Wealth Management
California
$4.86M 151,437 +12,029 +9%
TFA
217
Tranquilli Financial Advisor
New Jersey
$4.84M 150,639 +56,497 +60%
HWA
218
Heartwood Wealth Advisors
Virginia
$4.8M 149,500 -17,257 -10%
PA
219
Procyon Advisors
Connecticut
$4.75M 147,990 +3,095 +2%
NECFA
220
New England Capital Financial Advisors
Connecticut
$4.75M 147,963 +8,698 +6%
BSW
221
Buckingham Strategic Wealth
Missouri
$4.75M 159,967 – –
JPMPWA
222
J.P. Morgan Private Wealth Advisors
California
$4.7M 146,417 +13,022 +10%
C
223
CEDRUS
Colorado
$4.64M 144,495 +18,001 +14%
OPPS
224
Obsidian Personal Planning Solutions
Maryland
$4.62M 143,791 +4,920 +4%
SFM
225
Signet Financial Management
New Jersey
$4.59M 142,793 +9,967 +8%
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