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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 %
Goldman Sachs
276
Goldman Sachs
New York
$1.91M – – –
TIM
277
Tortoise Investment Management
New York
$1.9M +$776K +30,100 +69%
QC
278
Quent Capital
New York
$1.9M -$119K -4,621 -6%
ASN
279
Advisory Services Network
Georgia
$1.89M +$63.4K +2,457 +3%
BCFS
280
Butensky & Cohen Financial Security
Florida
$1.85M +$264K +10,213 +17%
NSB
281
Norway Savings Bank
Maine
$1.84M +$46.2K +1,791 +3%
Comerica Bank
282
Comerica Bank
Texas
$1.8M +$6.3K +236 +0.4%
WFS
283
Weitzel Financial Services
Iowa
$1.79M -$366K -14,170 -17%
RWA
284
RGT Wealth Advisors
Texas
$1.73M +$1.73M +66,966 New
FIM
285
Freedom Investment Management
Connecticut
$1.7M -$50.2K -1,945 -3%
TWP
286
Tempus Wealth Planning
California
$1.69M +$123K +4,752 +8%
CIC
287
Chilton Investment Company
Connecticut
$1.67M – – –
KBFS
288
Kohmann Bosshard Financial Services
Ohio
$1.66M -$1.02M -39,453 -38%
FC
289
Financial Consulate
Maryland
$1.66M -$175K -6,778 -10%
CWM
290
Cabot Wealth Management
Massachusetts
$1.64M -$82.3K -3,190 -5%
FCG
291
Financial Connections Group
California
$1.63M -$797K -30,903 -33%
SPWM
292
Spartan Planning & Wealth Management
North Carolina
$1.62M +$271K +10,482 +20%
WFA
293
Wade Financial Advisory
California
$1.62M -$15.2K -590 -0.9%
WMS
294
Wealth Management Solutions
Pennsylvania
$1.6M -$840K -32,579 -34%
PFGIA
295
Patriot Financial Group Insurance Agency
Massachusetts
$1.57M +$388K +15,038 +33%
MPW
296
MGO Private Wealth
California
$1.56M +$1.56M +60,515 New
TFA
297
Tranquilli Financial Advisor
New Jersey
$1.55M -$997K -38,614 -39%
EIM
298
Ervin Investment Management
Washington
$1.54M -$117K -4,549 -7%
WOSD
299
WFA of San Diego
California
$1.51M +$192K +7,437 +15%
SFG
300
SNS Financial Group
Minnesota
$1.5M +$6.04K +234 +0.4%
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