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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

643 hedge funds and large institutions have $8.04B invested in SPDR Portfolio Developed World ex-US ETF in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 290 increasing their positions, 208 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.87%
Holding in Top 10
86
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.34%
% of All Funds
1.45%
New
65
Increased
290
Reduced
208
Closed
56
Calls
$2.17M
Puts
–
Net Calls
+$2.17M
Net Calls Change
+$1.26M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.02B
2
Creative Planning
2
Creative Planning
Kansas
$1.31B
3
TF
3
TIAA FSB
Florida
$258M
4
AF
4
Allworth Financial
California
$365M
5
FHA
5
First Horizon Advisors
Tennessee
$28.8M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$107M
2
PI
2
PFS Investments
Georgia
$63.4M
3
Jane Street
3
Jane Street
New York
$0
4
GC
4
Grimes & Company
Massachusetts
$5.66M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFAS
376
Acorn Financial Advisory Services
Virginia
$788K -$16.7K -581 -2%
MFA
377
Morling Financial Advisors
California
$788K – – –
PFM
378
Phillips Financial Management
Indiana
$783K – – –
PWG
379
Private Wealth Group
Florida
$761K +$30.2K +1,048 +4%
RFN
380
Redwood Financial Network
Ohio
$752K -$122K -4,218 -14%
CAAS
381
Capital Asset Advisory Services
Michigan
$749K -$256K -8,862 -25%
V
382
Veritable
Delaware
$748K – – –
MWM
383
Modera Wealth Management
New Jersey
$745K -$155K -5,363 -17%
SW
384
SlateStone Wealth
Florida
$729K -$54.6K -1,893 -7%
AMG
385
Advisors Management Group
Wisconsin
$712K +$3.06K +106 +0.4%
TF
386
TRH Financial
Iowa
$699K -$590K -20,454 -46%
IA
387
IFG Advisors
Missouri
$699K +$13.8K +478 +2%
OIA
388
OneDigital Investment Advisors
Kansas
$698K +$53.1K +1,842 +8%
NA
389
Nottingham Advisors
New York
$687K -$3.46K -120 -0.5%
WIP
390
WealthCare Investment Partners
Rhode Island
$684K +$210K +7,280 +44%
HFS
391
Howard Financial Services
Texas
$683K -$15.1K -524 -2%
DA
392
Detalus Advisors
Missouri
$674K +$81.1K +2,813 +14%
KFS
393
Kelly Financial Services
Massachusetts
$666K +$301K +10,438 +83%
BWM
394
BCS Wealth Management
Tennessee
$653K +$170K +5,876 +35%
ACM
395
Advance Capital Management
Michigan
$651K -$5.71K -198 -0.9%
RFA
396
Resurgent Financial Advisors
Georgia
$651K +$94.6K +3,281 +17%
TCM
397
Triumph Capital Management
Colorado
$646K +$74.5K +2,583 +13%
HWM
398
Howard Wealth Management
Connecticut
$630K -$168K -5,819 -21%
Bank of New York Mellon
399
Bank of New York Mellon
New York
$628K -$189K -6,547 -23%
BMD
400
Better Money Decisions
New Mexico
$625K +$275K +9,552 +79%
14 15
16
17 18