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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 %
IWA
351
IVC Wealth Advisors
Pennsylvania
$1.07M +$171K +4,996 +19%
MWM
352
Modera Wealth Management
New Jersey
$1.07M -$24K -700 -2%
RC
353
RegentAtlantic Capital
New Jersey
$1.07M +$86K +2,510 +9%
JSL
354
JT Stratford LLC
Georgia
$1.06M +$28.6K +836 +3%
SSW
355
Stone Summit Wealth
Florida
$1.04M -$57.3K -1,658 -5%
RFN
356
Redwood Financial Network
Ohio
$1.04M +$1.04M +30,285 New
ULWM
357
Upper Left Wealth Management
Florida
$1.02M +$82.9K +2,400 +9%
GT
358
Greenleaf Trust
Michigan
$1.02M +$111K +3,232 +12%
PAG
359
Paladin Advisory Group
Iowa
$1.02M +$1.02M +29,432 New
KPWS
360
Kestra Private Wealth Services
Texas
$1M +$1M +29,253 New
NB
361
Nicolet Bankshares
Wisconsin
$1M – – –
PFA
362
Pinnacle Family Advisors
Missouri
$984K -$19.4K -567 -2%
FCC
363
Flower City Capital
New York
$980K -$96.9K -2,827 -9%
PFA
364
Professional Financial Advisors
Nebraska
$976K +$35.6K +1,037 +4%
Bank of New York Mellon
365
Bank of New York Mellon
New York
$972K -$207K -6,027 -18%
WCAMG
366
Woodard & Company Asset Management Group
North Carolina
$960K +$960K +27,999 New
AFAS
367
Acorn Financial Advisory Services
Virginia
$957K – – –
HWM
368
Howard Wealth Management
Connecticut
$948K -$8.91K -260 -0.9%
MFA
369
Morling Financial Advisors
California
$937K +$819K +23,887 +694%
SOS
370
Silver Oak Securities
Tennessee
$936K +$936K +27,654 New
ES
371
Eagle Strategies
New York
$934K -$985K -28,746 -51%
SW
372
SlateStone Wealth
Florida
$932K -$39.9K -1,164 -4%
PFM
373
Phillips Financial Management
Indiana
$930K – – –
NP
374
NorthRock Partners
Minnesota
$924K +$103K +3,000 +13%
NRI
375
NFP Retirement Inc
California
$914K -$2.98K -87 -0.3%
13 14
15
16 17