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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
AOI
1
Auto-Owners Insurance
Michigan
$332M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.43B
3
AF
3
Allworth Financial
California
$642M
4
Creative Planning
4
Creative Planning
Kansas
$1.57B
5
LPL Financial
5
LPL Financial
California
$436M

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 %
WIP
451
WealthCare Investment Partners
Rhode Island
$580K 19,538 -5,470 -22%
WWM
452
WT Wealth Management
Arizona
$579K 19,504 +19,504 New
RIA
453
Retirement Investment Advisors
Oklahoma
$570K 19,193 +19,193 New
LF
454
Lantz Financial
Illinois
$569K 19,169 -3,452 -15%
GDP
455
Great Diamond Partners
Maine
$564K 19,001 +2,146 +13%
ZIM
456
Zacks Investment Management
Illinois
$560K 18,858 +299 +2%
Citadel Advisors
457
Citadel Advisors
Florida
$552K 18,588 +18,588 New
SFA
458
Sequoia Financial Advisors
Ohio
$545K 18,360 +18,360 New
KeyBank National Association
459
KeyBank National Association
Ohio
$544K 18,325 – –
RSA
460
River Street Advisors
Illinois
$542K 18,263 +18,263 New
NRC
461
New Republic Capital
North Carolina
$540K 18,200 +18,200 New
MWM
462
Meridian Wealth Management
Kentucky
$539K 18,162 -41 -0.2%
CI
463
CX Institutional
Indiana
$538K 18,133 -67,289 -79%
PC
464
Port Capital
Illinois
$534K 18,000 – –
NS
465
Newman & Schimel
Illinois
$533K 17,949 -799 -4%
RFA
466
Resurgent Financial Advisors
Georgia
$526K 17,726 -4,831 -21%
MHS
467
M Holdings Securities
Oregon
$521K 17,544 +17,544 New
TWM
468
Tradition Wealth Management
Minnesota
$520K 17,499 -142,958 -89%
KFGK
469
Keystone Financial Group (Kentucky)
Kentucky
$513K 17,290 -59,265 -77%
AAS
470
Ameritas Advisory Services
Nebraska
$509K 17,158 -18,739 -52%
TI
471
Trexquant Investment
Connecticut
$501K 16,889 +16,889 New
TPA
472
Trivium Point Advisory
Connecticut
$501K 16,278 -552 -3%
RPCA
473
Running Point Capital Advisors
California
$499K 16,822 -2,499 -13%
PWM
474
Penobscot Wealth Management
Maine
$499K 27,664 +16,790 +154%
NCG
475
Newport Capital Group
New Jersey
$498K 16,757 -5,847 -26%
17 18
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