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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.67B 52,036,790 +3,963,668 +8%
Creative Planning
2
Creative Planning
Kansas
$1.63B 50,759,689 -2,255,822 -4%
AF
3
Allworth Financial
California
$708M 22,028,692 +411,048 +2%
LPL Financial
4
LPL Financial
California
$565M 17,593,624 +2,917,012 +20%
AOI
5
Auto-Owners Insurance
Michigan
$359M 11,175,000 – –
TF
6
TIAA FSB
Florida
$324M 10,079,766 -104,979 -1%
SMM
7
Stadion Money Management
Georgia
$262M 8,160,878 +1,556,062 +24%
HI
8
Horizon Investments
North Carolina
$256M 7,956,322 +4,256,834 +115%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$231M 7,196,848 +1,872,021 +35%
Bank of America
10
Bank of America
North Carolina
$203M 6,316,735 -171,114 -3%
Jane Street
11
Jane Street
New York
$181M 5,624,606 +5,615,223 +59,845%
SEIA
12
Signature Estate & Investment Advisors
California
$178M 5,548,835 +295,946 +6%
PI
13
PFS Investments
Georgia
$156M 4,840,279 +2,462,558 +104%
Stifel Financial
14
Stifel Financial
Missouri
$135M 4,209,031 +3,957,881 +1,576%
State Street
15
State Street
Massachusetts
$131M 4,082,307 -570,453 -12%
TC
16
TownSquare Capital
Utah
$125M 3,891,044 +97,904 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$124M 3,853,512 +794,174 +26%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$114M 3,544,858 +1,915,168 +118%
PFO
19
Pathstone Family Office
New Jersey
$112M 3,524,988 -3,305,812 -48%
UBS Group
20
UBS Group
Switzerland
$110M 3,420,279 +25,783 +0.8%
AssetMark Inc
21
AssetMark Inc
California
$108M 3,355,264 -139,771 -4%
Ameriprise
22
Ameriprise
Minnesota
$97.9M 3,047,111 +313,653 +11%
ACM
23
AlphaStar Capital Management
North Carolina
$86M 2,749,091 +1,786,930 +186%
WSTAM
24
Wilbanks Smith & Thomas Asset Management
Virginia
$85.1M 2,649,923 +235,667 +10%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$83M 2,584,033 -136,302 -5%
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