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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 %
FFG
426
Ford Financial Group
California
$582K +$582K +16,996 New
PP
427
Pacifica Partners
Canada
$574K +$77.9K +2,310 +16%
BWM
428
BCS Wealth Management
Tennessee
$574K +$274K +7,987 +91%
FIM
429
Fernwood Investment Management
Massachusetts
$564K -$9.02K -263 -2%
WIP
430
WealthCare Investment Partners
Rhode Island
$553K +$48.6K +1,444 +10%
CCA
431
Checchi Capital Advisers
California
$548K – – –
FGG
432
Financial Guidance Group
Florida
$547K +$547K +15,971 New
LMKC
433
L.M. Kohn & Company
Ohio
$544K +$544K +15,860 New
LAS
434
LWM Advisory Services
Florida
$537K -$3.67K -107 -0.7%
DI
435
DFPG Investments
Utah
$532K +$30.7K +923 +6%
MFT
436
Moisand Fitzgerald Tamayo
Florida
$531K -$790K -23,044 -60%
JWCA
437
J.W. Cole Advisors
Florida
$531K +$78.2K +2,279 +17%
GDP
438
Great Diamond Partners
Maine
$529K +$37.4K +1,091 +8%
TPA
439
Trivium Point Advisory
Connecticut
$529K +$45.4K +1,343 +9%
SEA
440
Stegent Equity Advisors
Texas
$526K +$23.7K +691 +5%
BTWM
441
Baker Tilly Wealth Management
Wisconsin
$521K -$627K -18,289 -55%
KC
442
Kingfisher Capital
North Carolina
$511K – – –
M&T Bank
443
M&T Bank
New York
$500K -$193K -5,635 -28%
GKWIM
444
Gerber Kawasaki Wealth & Investment Management
California
$498K +$177K +5,172 +55%
KSWA
445
Kathleen S. Wright Associates
Pennsylvania
$493K +$72.3K +2,107 +17%
CWA
446
Canvas Wealth Advisors
Kansas
$489K -$14.4K -450 -3%
PWM
447
Perigon Wealth Management
California
$484K +$30.4K +887 +7%
PWM
448
Penobscot Wealth Management
Maine
$482K +$204K +5,966 +74%
WSWA
449
Warren Street Wealth Advisors
California
$480K -$5.69K -166 -1%
LNWTC
450
Laird Norton Wetherby Trust Company
Washington
$479K – – –
16 17
18
19 20