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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

690 hedge funds and large institutions have $10B invested in SPDR Portfolio Developed World ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 269 increasing their positions, 232 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+70
Holders Change %
+11.29%
% of All Funds
11.13%
Holding in Top 10
102
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.11%
% of All Funds
1.65%
New
121
Increased
269
Reduced
232
Closed
37
Calls
$1.95M
Puts
$33K
Net Calls
+$1.92M
Net Calls Change
+$290K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.43B
2
AF
2
Allworth Financial
California
$642M
3
Creative Planning
3
Creative Planning
Kansas
$1.57B
4
LPL Financial
4
LPL Financial
California
$436M
5
HI
5
Horizon Investments
North Carolina
$110M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$7.2M
2
RA
2
RFG Advisory
Alabama
$9.52M
3
Jane Street
3
Jane Street
New York
$279K
4
BWM
4
Baystate Wealth Management
Massachusetts
$57.7M
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$3.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
401
Greenleaf Trust
Michigan
$884K – – –
TF
402
Theory Financial
Colorado
$884K +$884K +29,759 New
VPP
403
Vertex Planning Partners
Illinois
$883K +$883K +29,729 New
SOS
404
Silver Oak Securities
Tennessee
$872K +$594K +20,002 +213%
NP
405
NorthRock Partners
Minnesota
$863K +$44.9K +1,511 +5%
WAG
406
Wallace Advisory Group
California
$860K +$860K +28,952 New
SWM
407
Seaside Wealth Management
California
$846K +$41.3K +1,392 +5%
FMWA
408
Forvis Mazars Wealth Advisors
Missouri
$842K -$17.6K -592 -2%
Thrivent Financial for Lutherans
409
Thrivent Financial for Lutherans
Minnesota
$840K +$30.3K +1,022 +4%
PFA
410
Professional Financial Advisors
Nebraska
$833K -$104K -3,491 -11%
AWA
411
Aletheian Wealth Advisors
Washington
$828K -$103K -3,458 -11%
Northern Trust
412
Northern Trust
Illinois
$827K +$32.6K +1,099 +4%
HWM
413
Howard Wealth Management
Connecticut
$826K -$12.3K -414 -1%
AFAS
414
Acorn Financial Advisory Services
Virginia
$810K +$5.88K +198 +0.7%
MFA
415
Morling Financial Advisors
California
$810K -$1.51K -51 -0.2%
B
416
Bensler
Washington
$808K +$38.6K +1,300 +5%
PFM
417
Phillips Financial Management
Indiana
$806K – – –
BP
418
BCK Partners
New York
$801K -$380K -12,811 -32%
IIC
419
Integrated Investment Consultants
Michigan
$781K +$781K +26,294 New
CRC
420
Curi RMB Capital
Illinois
$779K +$11.2K +377 +1%
KSWA
421
Kathleen S. Wright Associates
Pennsylvania
$777K +$21.1K +711 +3%
V
422
Veritable
Delaware
$770K – – –
FWM
423
Foresight Wealth Management
Utah
$760K -$4.04M -136,210 -84%
LAS
424
LWM Advisory Services
Florida
$759K +$93.7K +3,155 +14%
KWS
425
Keystone Wealth Services
California
$756K +$756K +25,465 New
15 16
17
18 19