SPDW icon

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 %
SWP
426
Strategic Wealth Partners
Ohio
$493K -$63.4K -2,458 -11%
NS
427
Newman & Schimel
Illinois
$484K -$30.6K -1,186 -6%
ZIM
428
Zacks Investment Management
Illinois
$479K – – –
KeyBank National Association
429
KeyBank National Association
Ohio
$473K – – –
MWM
430
Meridian Wealth Management
Kentucky
$470K -$24.5K -947 -5%
PC
431
Port Capital
Illinois
$464K – – –
TPA
432
Trivium Point Advisory
Connecticut
$449K -$14.8K -554 -3%
FW
433
FirstPurpose Wealth
Utah
$443K +$220K +8,546 +99%
ARC
434
Advisor Resource Council
Texas
$441K -$2.32M -89,821 -84%
TI
435
Truepoint Inc
Ohio
$435K +$435K +16,858 New
GDP
436
Great Diamond Partners
Maine
$434K +$7.52K +292 +2%
GFPC
437
Global Financial Private Client
Florida
$429K +$167K +6,331 +64%
FIM
438
Fernwood Investment Management
Massachusetts
$424K – – –
CWA
439
Canvas Wealth Advisors
Kansas
$420K – – –
PP
440
Pacifica Partners
Canada
$412K -$34.7K -1,290 -8%
Bank of New York Mellon
441
Bank of New York Mellon
New York
$400K -$162K -6,291 -29%
HAC
442
Harbor Advisory Corp
New Hampshire
$393K +$393K +15,229 New
KC
443
Kingfisher Capital
North Carolina
$392K – – –
FWM
444
Fairhaven Wealth Management
Illinois
$390K +$390K +15,100 New
Janney Montgomery Scott
445
Janney Montgomery Scott
Pennsylvania
$383K -$74.7K -2,898 -16%
SL
446
Salomon & Ludwin
Virginia
$383K +$44K +1,705 +13%
OPWM
447
Oakwell Private Wealth Management
Texas
$371K +$31K +1,201 +9%
ACM
448
Advisors Capital Management
New Jersey
$366K +$93.5K +3,143 +34%
PFA
449
Pinnacle Family Advisors
Missouri
$365K -$10.8K -419 -3%
SPC
450
Sigma Planning Corp
Michigan
$363K -$7.09K -275 -2%
16 17
18
19 20