SPDW icon

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 %
OPWM
401
Oakwell Private Wealth Management
Texas
$709K – – –
DA
402
Detalus Advisors
Missouri
$705K +$136K +3,970 +24%
Franklin Resources
403
Franklin Resources
California
$702K – – –
SPA
404
Shore Point Advisors
New Jersey
$687K +$22.5K +655 +3%
CFAM
405
Center For Asset Management
Florida
$687K +$118K +3,434 +21%
FF
406
Financial Futures
New Jersey
$679K -$173K -5,050 -20%
TCM
407
Triumph Capital Management
Colorado
$679K +$202K +5,905 +42%
DHGWA
408
Dixon Hughes Goodman Wealth Advisors
North Carolina
$669K -$61.2K -1,787 -8%
RPCA
409
Running Point Capital Advisors
California
$662K -$132K -3,856 -17%
RFA
410
Resurgent Financial Advisors
Georgia
$662K +$9.39K +274 +1%
RJA
411
Raymond James & Associates
Florida
$644K +$116K +3,389 +22%
ZIM
412
Zacks Investment Management
Illinois
$636K +$636K +18,559 New
KeyBank National Association
413
KeyBank National Association
Ohio
$628K – – –
RWM
414
Rockwood Wealth Management
Pennsylvania
$624K -$113K -3,285 -15%
PC
415
Port Capital
Illinois
$617K – – –
CFD
416
Creative Financial Designs
Indiana
$615K +$64K +1,865 +12%
IFPL
417
Investments & Financial Planning LLC
Kentucky
$612K +$5.97K +174 +1%
Northern Trust
418
Northern Trust
Illinois
$609K +$41.1K +1,200 +7%
Janney Montgomery Scott
419
Janney Montgomery Scott
Pennsylvania
$606K +$34.6K +1,008 +6%
Citadel Advisors
420
Citadel Advisors
Florida
$602K -$660K -19,269 -52%
SCM
421
Southport Capital Management
Tennessee
$601K -$431K -12,571 -42%
HWMA
422
Heritage Wealth Management (Arizona)
Arizona
$600K +$600K +17,508 New
EWA
423
EP Wealth Advisors
California
$597K -$18.8K -549 -3%
Mercer Global Advisors
424
Mercer Global Advisors
Colorado
$595K -$285K -8,311 -32%
CFA
425
Compass Financial Advisors
Indiana
$590K -$64.4K -1,879 -10%
15 16
17
18 19