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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.75B 56,501,879 +2,722,638 +5%
Creative Planning
2
Creative Planning
Kansas
$1.66B 53,616,370 +1,303,499 +2%
AF
3
Allworth Financial
California
$831M 26,810,793 +3,324,030 +14%
LPL Financial
4
LPL Financial
California
$703M 22,665,132 +2,044,508 +10%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$380M 12,265,326 +12,265,326 New
AOI
6
Auto-Owners Insurance
Michigan
$347M 11,175,000 – –
State Street
7
State Street
Massachusetts
$270M 8,700,000 -301,256 -3%
SMM
8
Stadion Money Management
Georgia
$237M 7,639,224 -2,530,474 -25%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$221M 7,110,720 +1,328,146 +23%
HI
10
Horizon Investments
North Carolina
$207M 6,662,484 -1,511,013 -18%
Jane Street
11
Jane Street
New York
$199M 6,408,331 +5,416,382 +546%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$192M 6,186,948 -1,311,419 -17%
SEIA
13
Signature Estate & Investment Advisors
California
$188M 6,055,557 +337,683 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$184M 5,938,384 +1,593,159 +37%
TC
15
TownSquare Capital
Utah
$132M 4,261,047 +65,737 +2%
Stifel Financial
16
Stifel Financial
Missouri
$128M 4,136,663 -198,245 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$127M 4,109,264 +4,089,173 +20,353%
GI
18
Gradient Investments
Minnesota
$126M 4,047,975 +1,063,951 +36%
Bank of America
19
Bank of America
North Carolina
$117M 3,757,888 -1,376,379 -27%
UBS Group
20
UBS Group
Switzerland
$115M 3,711,091 +100,566 +3%
Ameriprise
21
Ameriprise
Minnesota
$114M 3,678,077 +390,233 +12%
PFO
22
Pathstone Family Office
New Jersey
$104M 3,339,433 -241,511 -7%
BWM
23
Baystate Wealth Management
Massachusetts
$89.5M 2,887,068 +173,144 +6%
AA
24
Advisory Alpha
Michigan
$89.1M 2,872,625 +257,379 +10%
Morgan Stanley
25
Morgan Stanley
New York
$81.9M 2,642,586 +254,340 +11%
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