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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 %
TFA
201
Tranquilli Financial Advisor
New Jersey
$5.63M 173,125 +22,486 +15%
SQA
202
Simon Quick Advisors
New Jersey
$5.59M 171,919 -26,054 -13%
SL
203
Systelligence LLC
Minnesota
$5.58M 171,589 +69,231 +68%
ACA
204
Atlas Capital Advisors
Wyoming
$5.55M 170,448 +4,138 +2%
HI
205
Harbour Investments
Wisconsin
$5.44M 167,076 +146,039 +694%
PFG
206
PAX Financial Group
Texas
$5.42M 166,713 -7,736 -4%
RWI
207
Red Wave Investments
Pennsylvania
$5.41M 166,258 -9,017 -5%
TCWA
208
Ten Capital Wealth Advisors
Washington
$5.41M 166,179 +3,043 +2%
AWS
209
Atria Wealth Solutions
New York
$5.4M 165,949 -12,713 -7%
CGFA
210
Colton Groome Financial Advisors
North Carolina
$5.39M 165,516 -12,385 -7%
TFA
211
TPG Financial Advisors
Oregon
$5.28M 162,380 +4,225 +3%
MFA
212
Millington Financial Advisors
Illinois
$5.25M 161,269 -1,813 -1%
FI
213
Financial Insights
Washington
$5.21M 160,258 -12,117 -7%
OWM
214
Opes Wealth Management
California
$5.18M 159,307 +7,870 +5%
AC
215
Anson Capital
Georgia
$5.16M 158,456 -9,079 -5%
CAMV
216
Concord Asset Management (Virginia)
Virginia
$5.15M 158,298 +25,962 +20%
GWSG
217
GPS Wealth Strategies Group
Colorado
$5.07M 155,822 +14,521 +10%
AWA
218
Arete Wealth Advisors
Illinois
$5.04M 154,978 -27,177 -15%
OPPS
219
Obsidian Personal Planning Solutions
Maryland
$5.03M 154,566 +10,775 +7%
BSW
220
Buckingham Strategic Wealth
Missouri
$4.93M 151,638 -8,329 -5%
NWM
221
NEIRG Wealth Management
Massachusetts
$4.89M 150,319 +27,052 +22%
HWA
222
Heartwood Wealth Advisors
Virginia
$4.86M 149,500 – –
PA
223
Procyon Advisors
Connecticut
$4.84M 148,680 +690 +0.5%
SFM
224
Signet Financial Management
New Jersey
$4.8M 147,445 +4,652 +3%
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$4.78M 147,040 -26,488 -15%
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