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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LIA
426
LBMC Investment Advisors
Tennessee
$755K 25,428 +288 +1%
BTWM
427
Baker Tilly Wealth Management
Wisconsin
$736K 24,775 -30,330 -55%
ATPW
428
Ashton Thomas Private Wealth
Arizona
$734K 24,723 -96 -0.4%
TCM
429
Triumph Capital Management
Colorado
$728K 24,535 +67 +0.3%
GFPC
430
Global Financial Private Client
Florida
$727K 24,491 +8,261 +51%
NFP
431
Narus Financial Partners
Utah
$716K 24,106 -2,060 -8%
AMG
432
Advisors Management Group
Wisconsin
$713K 24,019 -211 -0.9%
SL
433
Salomon & Ludwin
Virginia
$703K 23,685 +8,846 +60%
ULWM
434
Upper Left Wealth Management
Florida
$700K 23,562 -3,453 -13%
RFN
435
Redwood Financial Network
Ohio
$679K 22,858 -3,411 -13%
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
$669K 22,535 – –
CC
437
Codex Capital
New York
$668K 22,500 – –
IA
438
IFG Advisors
Missouri
$654K 22,025 +250 +1%
CT
439
Colonial Trust
South Carolina
$652K 21,945 – –
BW
440
Bison Wealth
Georgia
$649K 20,142 +302 +2%
EP
441
Eudaimonia Partners
Tennessee
$648K 21,834 -89,051 -80%
VPIM
442
Vanguard Personalized Indexing Management
California
$638K 21,489 – –
FW
443
FirstPurpose Wealth
Utah
$630K 21,231 +4,049 +24%
SSW
444
Stone Summit Wealth
Florida
$619K 20,853 -3,280 -14%
Franklin Resources
445
Franklin Resources
California
$608K 20,486 – –
HI
446
Harbour Investments
Wisconsin
$598K 20,147 +1,393 +7%
CWM
447
Catalyst Wealth Management
Georgia
$596K 20,084 +20,084 New
SWM
448
SFG Wealth Management
Maryland
$592K 19,927 -83,696 -81%
MFA
449
McClarren Financial Advisors
Pennsylvania
$589K 19,849 -9 -0%
CFA
450
Compass Financial Advisors
Indiana
$583K 19,647 -34 -0.2%
16 17
18
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