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

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$1.39M
2
HI
Horizon Investments
North Carolina
$52.6M
3
BFEC
Benjamin F. Edwards & Company
Missouri
$296K
4
CIM
Confluence Investment Management
Missouri
$0
5
State Street
State Street
Massachusetts
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCP
301
Fort Point Capital Partners
California
$1.48M -$799K -30,970 -35%
Renaissance Technologies
302
Renaissance Technologies
New York
$1.47M -$640K -24,805 -30%
BCI
303
Brinker Capital Investments
Pennsylvania
$1.46M -$113K -4,385 -7%
GIA
304
GHP Investment Advisors
Colorado
$1.44M +$127K +4,916 +10%
SW
305
SkyOak Wealth
Michigan
$1.43M -$511K -19,798 -26%
BTWM
306
Baker Tilly Wealth Management
Wisconsin
$1.42M +$932K +36,133 +190%
VIM
307
Vista Investment Management
Pennsylvania
$1.42M +$14.1K +548 +1%
RPSA
308
Richard P. Slaughter Associates
Texas
$1.42M +$223K +8,656 +19%
HPWM
309
Highland Private Wealth Management
Washington
$1.42M +$309K +11,974 +28%
LK
310
Lumbard & Kellner
New Hampshire
$1.41M +$1.41M +54,770 New
TWM
311
Trinity Wealth Management
Pennsylvania
$1.4M +$85.6K +3,318 +6%
Stifel Financial
312
Stifel Financial
Missouri
$1.39M -$73.8M -2,859,705 -98%
Fidelity Investments
313
Fidelity Investments
Massachusetts
$1.36M -$355K -13,751 -21%
IF
314
IRON Financial
Illinois
$1.36M +$5.06K +196 +0.4%
William Blair & Company
315
William Blair & Company
Illinois
$1.34M -$63.8K -2,474 -5%
BBW
316
Blue Barn Wealth
Utah
$1.33M -$158K -6,131 -11%
LA
317
LexAurum Advisors
Kansas
$1.31M +$82.2K +3,184 +7%
SWA
318
Stratos Wealth Advisors
Ohio
$1.28M +$113K +4,372 +10%
BA
319
Ballast Advisors
Minnesota
$1.27M +$113K +4,373 +10%
CFS
320
Cannon Financial Strategists
Georgia
$1.26M +$17.8K +690 +1%
Betterment LLC
321
Betterment LLC
New York
$1.25M – – –
FFG
322
Ford Financial Group
California
$1.24M +$371K +14,370 +42%
BF
323
BOK Financial
Oklahoma
$1.24M -$62.2K -2,412 -5%
LBC
324
Lowe Brockenbrough & Co
Virginia
$1.24M +$853K +33,045 +223%
MA
325
MCF Advisors
Kentucky
$1.21M +$655K +25,382 +119%
11 12
13
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