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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 %
ES
351
Eagle Strategies
New York
$929K +$5.5K +213 +0.6%
AAS
352
Ameritas Advisory Services
Nebraska
$926K -$202K -7,825 -18%
CCM
353
Canal Capital Management
Virginia
$894K -$664K -25,759 -43%
ACG
354
Allen Capital Group
Nebraska
$878K -$44K -1,703 -5%
SXL
355
Summit X LLC
Missouri
$877K +$877K +33,867 New
JSL
356
JT Stratford LLC
Georgia
$858K +$39.9K +1,548 +5%
HSG
357
Helen Stephens Group
Texas
$849K +$23.3K +902 +3%
YIA
358
YHB Investment Advisors
Connecticut
$840K -$159K -6,171 -16%
AWM
359
Avior Wealth Management
Nebraska
$839K +$593K +23,025 +242%
NRI
360
NFP Retirement Inc
California
$835K +$104K +4,021 +14%
Rockefeller Capital Management
361
Rockefeller Capital Management
New York
$827K +$11.3K +437 +1%
PFA
362
Professional Financial Advisors
Nebraska
$814K -$24.7K -956 -3%
AWA
363
Aletheian Wealth Advisors
Washington
$809K -$4.57K -177 -0.6%
BWM
364
BCS Wealth Management
Tennessee
$790K +$206K +7,981 +35%
VC
365
Vicus Capital
Pennsylvania
$773K +$65.8K +2,545 +9%
GT
366
Greenleaf Trust
Michigan
$768K – – –
YIH
367
Y-Intercept (HK)
Hong Kong
$767K +$767K +29,722 New
Cetera Investment Advisers
368
Cetera Investment Advisers
Illinois
$761K -$31.9K -1,236 -4%
NB
369
Nicolet Bankshares
Wisconsin
$753K – – –
FMWA
370
Forvis Mazars Wealth Advisors
Missouri
$747K -$49.5K -1,918 -6%
SWM
371
Seaside Wealth Management
California
$740K -$59.2K -2,168 -7%
HWM
372
Howard Wealth Management
Connecticut
$728K +$165K +6,388 +29%
ULWM
373
Upper Left Wealth Management
Florida
$714K -$293K -11,100 -29%
NP
374
NorthRock Partners
Minnesota
$711K +$3.15K +122 +0.4%
MFA
375
Morling Financial Advisors
California
$705K -$206 -8 -0%
13 14
15
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