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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 %
MFT
401
Moisand Fitzgerald Tamayo
Florida
$624K +$178K +6,163 +40%
SWP
402
Strategic Wealth Partners
Ohio
$622K +$7.1K +246 +1%
VPIM
403
Vanguard Personalized Indexing Management
California
$620K – – –
SAM
404
Strategic Asset Management
Minnesota
$617K +$17.8K +616 +3%
MA
405
MCF Advisors
Kentucky
$615K +$612K +21,221 +21,654%
WEG
406
World Equity Group
Illinois
$615K +$271K +9,392 +79%
LF
407
Lantz Financial
Illinois
$610K -$86.6K -3,004 -12%
APA
408
American Portfolios Advisors
New York
$608K -$4.67K -162 -0.8%
GFP
409
Gryphon Financial Partners
Ohio
$595K -$455K -15,791 -43%
Thrivent Financial for Lutherans
410
Thrivent Financial for Lutherans
Minnesota
$594K +$227K +7,862 +62%
Franklin Resources
411
Franklin Resources
California
$591K – – –
CFD
412
Creative Financial Designs
Indiana
$578K +$61.1K +2,119 +12%
NS
413
Newman & Schimel
Illinois
$575K -$31.1K -1,077 -5%
KSWA
414
Kathleen S. Wright Associates
Pennsylvania
$572K +$157K +5,461 +38%
RPCA
415
Running Point Capital Advisors
California
$557K – – –
MWM
416
Meridian Wealth Management
Kentucky
$552K +$552K +19,150 New
BTWM
417
Baker Tilly Wealth Management
Wisconsin
$547K +$109K +3,780 +25%
PTC
418
Private Trust Company
Ohio
$542K +$542K +18,799 New
HI
419
Harbour Investments
Wisconsin
$541K +$541K +18,754 New
CFA
420
Compass Financial Advisors
Indiana
$538K +$41.8K +1,451 +8%
ZIM
421
Zacks Investment Management
Illinois
$535K – – –
CFAM
422
Center For Asset Management
Florida
$534K -$44K -1,528 -8%
KeyBank National Association
423
KeyBank National Association
Ohio
$528K – – –
TP
424
Tranquility Partners
Tennessee
$526K +$526K +18,227 New
CCM
425
Coldstream Capital Management
Washington
$524K -$444K -15,379 -46%
15 16
17
18 19