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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.75B 53,779,241 +1,742,451 +3%
Creative Planning
2
Creative Planning
Kansas
$1.7B 52,312,871 +1,553,182 +3%
AF
3
Allworth Financial
California
$764M 23,486,763 +1,458,071 +7%
LPL Financial
4
LPL Financial
California
$671M 20,620,624 +3,027,000 +17%
AOI
5
Auto-Owners Insurance
Michigan
$364M 11,175,000 – –
SMM
6
Stadion Money Management
Georgia
$331M 10,169,698 +2,008,820 +25%
TF
7
TIAA FSB
Florida
$329M 10,107,881 +28,115 +0.3%
State Street
8
State Street
Massachusetts
$293M 9,001,256 +4,918,949 +120%
HI
9
Horizon Investments
North Carolina
$266M 8,173,497 +217,175 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$244M 7,498,367 +301,519 +4%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$188M 5,782,574 +2,237,716 +63%
SEIA
12
Signature Estate & Investment Advisors
California
$186M 5,717,874 +169,039 +3%
PI
13
PFS Investments
Georgia
$169M 5,188,322 +348,043 +7%
Bank of America
14
Bank of America
North Carolina
$167M 5,134,267 -1,182,468 -19%
Osaic Holdings
15
Osaic Holdings
Arizona
$141M 4,345,225 +491,713 +13%
Stifel Financial
16
Stifel Financial
Missouri
$141M 4,334,908 +125,877 +3%
TC
17
TownSquare Capital
Utah
$137M 4,195,310 +304,266 +8%
UBS Group
18
UBS Group
Switzerland
$117M 3,610,525 +190,246 +6%
PFO
19
Pathstone Family Office
New Jersey
$115M 3,580,944 +55,956 +2%
Ameriprise
20
Ameriprise
Minnesota
$107M 3,287,844 +240,733 +8%
GI
21
Gradient Investments
Minnesota
$97.1M 2,984,024 +457,228 +18%
BWM
22
Baystate Wealth Management
Massachusetts
$88.3M 2,713,924 +391,019 +17%
EH
23
Equitable Holdings
New York
$86.1M 2,646,780 +877,509 +50%
AssetMark Inc
24
AssetMark Inc
California
$86M 2,641,676 -713,588 -21%
WSTAM
25
Wilbanks Smith & Thomas Asset Management
Virginia
$85.7M 2,632,374 -17,549 -0.7%
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