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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

642 hedge funds and large institutions have $9.33B invested in SPDR Portfolio Developed World ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 312 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
-7
Holders Change %
-1.08%
% of All Funds
10.16%
Holding in Top 10
97
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.3%
% of All Funds
1.54%
New
56
Increased
312
Reduced
190
Closed
55
Calls
$919K
Puts
–
Net Calls
+$919K
Net Calls Change
-$344K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.47B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.08B
3
HI
3
Horizon Investments
North Carolina
$249M
4
Bank of America
4
Bank of America
North Carolina
$164M
5
LPL Financial
5
LPL Financial
California
$375M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$207M
2
FHA
2
First Horizon Advisors
Tennessee
$34K
3
AI
3
Atria Investments
North Carolina
$0
4
GLA
4
Great Lakes Advisors
Illinois
$17M
5
FWI
5
Facet Wealth Inc
Maryland
$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
HLOC
301
H.L. Ormond & Company
North Carolina
$1.75M -$3.46K -101 -0.2%
AC
302
Apella Capital
Connecticut
$1.75M +$342K +9,973 +24%
SSWM
303
Sheets Smith Wealth Management
North Carolina
$1.74M +$784K +22,877 +82%
ASN
304
Advisory Services Network
Georgia
$1.74M +$434K +12,654 +33%
PCA
305
Permit Capital Advisors
Pennsylvania
$1.72M +$1.72M +50,957 New
RCAG
306
Rehmann Capital Advisory Group
Michigan
$1.68M +$274K +7,992 +20%
BF
307
BOK Financial
Oklahoma
$1.66M -$4.83K -141 -0.3%
CA
308
CoreCap Advisors
Michigan
$1.65M -$3.36K -98 -0.2%
CA
309
Cetera Advisors
Colorado
$1.64M -$17.6K -513 -1%
SPWM
310
Spartan Planning & Wealth Management
North Carolina
$1.64M +$1.64M +47,898 New
CFS
311
Cannon Financial Strategists
Georgia
$1.63M -$76.9K -2,242 -4%
TWM
312
Trinity Wealth Management
Pennsylvania
$1.61M +$120K +3,495 +8%
DAS
313
Dynamic Advisor Solutions
Arizona
$1.61M +$1.21M +35,260 +303%
SG
314
StoneX Group
New York
$1.6M +$93.5K +2,728 +6%
BBW
315
Blue Barn Wealth
Utah
$1.58M +$169K +4,918 +12%
PFGIA
316
Patriot Financial Group Insurance Agency
Massachusetts
$1.57M +$239K +6,983 +18%
SMA
317
Sage Mountain Advisors
Georgia
$1.56M – – –
AAS
318
Ameritas Advisory Services
Nebraska
$1.55M -$23.2K -676 -1%
SIA
319
Strategic Investment Advisors
Michigan
$1.54M +$15.4K +450 +1%
AAS
320
Annex Advisory Services
Wisconsin
$1.54M -$124K -3,610 -7%
RPSA
321
Richard P. Slaughter Associates
Texas
$1.53M +$137K +4,012 +10%
TF
322
TRH Financial
Iowa
$1.53M -$44.7K -1,304 -3%
OCM
323
One Capital Management
California
$1.52M -$346K -10,102 -19%
TIM
324
Tortoise Investment Management
New York
$1.51M +$523K +15,248 +53%
GIA
325
GHP Investment Advisors
Colorado
$1.49M +$266K +7,770 +22%
11 12
13
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