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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

620 hedge funds and large institutions have $7.6B invested in SPDR Portfolio Developed World ex-US ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 275 increasing their positions, 199 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
-23
Holders Change %
-3.58%
% of All Funds
10.72%
Holding in Top 10
79
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.14%
% of All Funds
1.37%
New
54
Increased
275
Reduced
199
Closed
65
Calls
$1.63M
Puts
–
Net Calls
+$1.63M
Net Calls Change
-$545K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.27B
2
PFO
2
Pathstone Family Office
New Jersey
$186M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$995M
4
GI
4
Gradient Investments
Minnesota
$58.9M
5
TF
5
TIAA FSB
Florida
$271M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$1.39M
2
HI
2
Horizon Investments
North Carolina
$52.6M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$296K
4
CIM
4
Confluence Investment Management
Missouri
$0
5
State Street
5
State Street
Massachusetts
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
251
Csenge Advisory Group
Florida
$2.4M +$116K +4,485 +5%
FHA
252
Flagship Harbor Advisors
Massachusetts
$2.39M -$410K -15,898 -15%
BSW
253
Buckingham Strategic Wealth
Missouri
$2.35M +$603K +23,359 +35%
IA
254
Insight Advisors
Pennsylvania
$2.27M -$11.7K -452 -0.5%
SW
255
Simplicity Wealth
New Jersey
$2.25M +$103K +3,976 +5%
LPP
256
Life Planning Partners
Florida
$2.25M – – –
CWM
257
Collaborative Wealth Management
Florida
$2.22M +$451K +17,466 +25%
CI
258
CX Institutional
Indiana
$2.2M -$3.77M -145,959 -63%
JWA
259
JFS Wealth Advisors
Pennsylvania
$2.2M -$9.03K -350 -0.4%
BFG
260
Berger Financial Group
Minnesota
$2.15M +$210K +8,127 +11%
TC
261
TAP Consulting
Missouri
$2.13M +$219K +8,477 +11%
GVAG
262
Great Valley Advisor Group
Delaware
$2.12M -$1.51M -58,634 -42%
SB
263
Strategic Blueprint
Georgia
$2.12M -$193K -7,493 -8%
Prudential Financial
264
Prudential Financial
New Jersey
$2.05M -$599K -23,077 -23%
MCWS
265
McKinley Carter Wealth Services
West Virginia
$2.05M -$4.46K -173 -0.2%
RIM
266
Rockbridge Investment Management
New York
$2.03M -$5.01K -194 -0.2%
MMA
267
Miracle Mile Advisors
California
$2.02M +$39.7K +1,540 +2%
BAM
268
Belpointe Asset Management
Nevada
$2.02M +$26.2K +1,016 +1%
AWS
269
Atria Wealth Solutions
New York
$2M -$1.98M -76,734 -50%
RCM
270
Raleigh Capital Management
North Carolina
$1.99M -$657K -25,457 -25%
KFGK
271
Keystone Financial Group (Kentucky)
Kentucky
$1.98M +$136K +5,283 +7%
BFG
272
Baron Financial Group
New Jersey
$1.97M +$1.97M +76,334 New
CRI
273
Colonial River Investments
Virginia
$1.96M -$284K -11,013 -13%
CC
274
Courier Capital
New York
$1.95M +$150K +5,808 +8%
HAS
275
HBW Advisory Services
California
$1.94M -$24.4K -947 -1%
9 10
11
12 13