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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
+$106M
2
PFO
Pathstone Family Office
New Jersey
+$99.2M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$86.7M
4
GI
Gradient Investments
Minnesota
+$58.9M
5
TF
TIAA FSB
Florida
+$40.3M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$73.8M
2
HI
Horizon Investments
North Carolina
-$43.4M
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$41.2M
4
CIM
Confluence Investment Management
Missouri
-$26.7M
5
State Street
State Street
Massachusetts
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
401
IFG Advisory
Georgia
$591K +$591K +22,919 New
LF
402
Lantz Financial
Illinois
$584K +$37.6K +1,457 +7%
RFA
403
Resurgent Financial Advisors
Georgia
$582K -$826 -32 -0.1%
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$581K +$581K +22,535 New
LAS
405
LWM Advisory Services
Florida
$578K +$170K +6,576 +42%
CT
406
Colonial Trust
South Carolina
$566K +$566K +21,945 New
CFD
407
Creative Financial Designs
Indiana
$563K +$45.9K +1,778 +9%
IA
408
IFG Advisors
Missouri
$562K -$63.8K -2,472 -10%
KFS
409
Kelly Financial Services
Massachusetts
$562K -$33.8K -1,309 -6%
ACM
410
Advance Capital Management
Michigan
$560K -$23K -892 -4%
VPIM
411
Vanguard Personalized Indexing Management
California
$554K – – –
APA
412
American Portfolios Advisors
New York
$548K +$4.36K +169 +0.8%
PTC
413
Private Trust Company
Ohio
$546K +$61.4K +2,383 +13%
HI
414
Harbour Investments
Wisconsin
$541K – – –
GFP
415
Gryphon Financial Partners
Ohio
$532K – – –
Franklin Resources
416
Franklin Resources
California
$529K – – –
FCC
417
Flower City Capital
New York
$516K -$256K -9,913 -33%
MFA
418
McClarren Financial Advisors
Pennsylvania
$512K +$512K +19,858 New
BW
419
Bison Wealth
Georgia
$511K +$511K +19,840 New
CFA
420
Compass Financial Advisors
Indiana
$508K +$26.3K +1,019 +5%
DA
421
Detalus Advisors
Missouri
$506K -$97.3K -3,768 -16%
AT
422
American Trust
Kentucky
$505K +$242K +9,368 +92%
MFT
423
Moisand Fitzgerald Tamayo
Florida
$499K -$59.1K -2,292 -11%
RPCA
424
Running Point Capital Advisors
California
$498K – – –
ACK
425
Andrew C. Karlinski
$495K -$668K -25,880 -57%
15 16
17
18 19