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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
$1.27B
2
PFO
Pathstone Family Office
New Jersey
$186M
3
Financial Engines Advisors
Financial Engines Advisors
California
$995M
4
GI
Gradient Investments
Minnesota
$58.9M
5
TF
TIAA FSB
Florida
$271M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$1.39M
2
HI
Horizon Investments
North Carolina
$52.6M
3
BFEC
Benjamin F. Edwards & Company
Missouri
$296K
4
CIM
Confluence Investment Management
Missouri
$0
5
State Street
State Street
Massachusetts
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWTC
451
Laird Norton Wetherby Trust Company
Washington
$361K – – –
JCIA
452
Jackson Creek Investment Advisors
Colorado
$360K +$63.4K +2,456 +21%
WSWA
453
Warren Street Wealth Advisors
California
$358K -$3.56K -138 -1%
HCMT
454
Highland Capital Management (Tennessee)
Tennessee
$358K – – –
OC
455
Oarsman Capital
Wisconsin
$355K -$70.7K -2,737 -17%
SW
456
SlateStone Wealth
Florida
$354K -$298K -11,559 -46%
IWA
457
IVC Wealth Advisors
Pennsylvania
$352K +$47.3K +1,833 +16%
WA
458
Wambolt & Associates
Colorado
$349K +$59.5K +2,304 +21%
AWM
459
Apollon Wealth Management
South Carolina
$346K -$2.89K -112 -0.8%
TA
460
TKG Advisors
Indiana
$345K +$25.6K +992 +8%
AIM
461
Anchor Investment Management
South Carolina
$342K – – –
PWM
462
Perigon Wealth Management
California
$340K +$20K +776 +6%
DI
463
DFPG Investments
Utah
$332K +$49.5K +1,851 +18%
TSS
464
Two Sigma Securities
New York
$330K +$25.7K +999 +8%
HIP
465
HUB Investment Partners
Texas
$330K +$330K +12,795 New
UAS
466
United Asset Strategies
New York
$329K +$32.3K +1,251 +11%
CA
467
Calton & Associates
Florida
$320K -$27.2K -1,057 -8%
VIP
468
Vantage Investment Partners
Missouri
$311K – – –
SBL
469
Sargent Bickham Lagudis
Colorado
$309K – – –
WTB
470
Washington Trust Bank
Washington
$306K – – –
CPA
471
Cardiff Park Advisors
California
$306K – – –
NGA
472
Naples Global Advisors
Florida
$305K -$7.74K -300 -2%
CCA
473
Conservest Capital Advisors
Pennsylvania
$304K -$340K -11,794 Closed
KCPG
474
Kavar Capital Partners Group
Kansas
$304K – – –
CF
475
Convergence Financial
Missouri
$301K +$83.5K +3,238 +38%
17 18
19
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