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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 %
Thrivent Financial for Lutherans
376
Thrivent Financial for Lutherans
Minnesota
$704K +$172K +6,670 +32%
PFM
377
Phillips Financial Management
Indiana
$700K – – –
AFAS
378
Acorn Financial Advisory Services
Virginia
$699K -$6.17K -239 -0.9%
Northern Trust
379
Northern Trust
Illinois
$690K +$232K +8,977 +51%
S
380
Surevest
California
$686K -$142K -5,499 -17%
RFN
381
Redwood Financial Network
Ohio
$678K +$5.21K +202 +0.8%
NFP
382
Narus Financial Partners
Utah
$675K -$30.2K -1,171 -4%
V
383
Veritable
Delaware
$669K – – –
B
384
Bensler
Washington
$669K +$258K +9,990 +63%
CRC
385
Curi RMB Capital
Illinois
$667K +$667K +25,854 New
TF
386
TLWM Financial
Texas
$658K +$142K +3,368 +28%
KSWA
387
Kathleen S. Wright Associates
Pennsylvania
$657K +$145K +5,633 +28%
LIA
388
LBMC Investment Advisors
Tennessee
$649K +$649K +25,140 New
WIP
389
WealthCare Investment Partners
Rhode Island
$645K +$33.5K +1,297 +5%
ATPW
390
Ashton Thomas Private Wealth
Arizona
$640K -$209K -8,120 -25%
SAM
391
Strategic Asset Management
Minnesota
$639K -$4.88M -18,921 -88%
TCM
392
Triumph Capital Management
Colorado
$631K +$53.4K +2,069 +9%
AMG
393
Advisors Management Group
Wisconsin
$625K -$11.8K -457 -2%
PCIA
394
Prime Capital Investment Advisors
Kansas
$624K -$235K -9,092 -27%
SSW
395
Stone Summit Wealth
Florida
$623K -$110K -4,255 -15%
BWP
396
Balboa Wealth Partners
Arizona
$607K +$607K +23,524 New
MFG
397
Merit Financial Group
Georgia
$599K +$146K +5,643 +32%
NCG
398
Newport Capital Group
New Jersey
$599K +$599K +22,604 New
CC
399
Codex Capital
New York
$596K – – –
NA
400
Nottingham Advisors
New York
$593K -$22.2K -860 -4%
14 15
16
17 18