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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.

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
1
Creative Planning
Kansas
$1.27B
2
PFO
2
Pathstone Family Office
New Jersey
$186M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$995M
4
GI
4
Gradient Investments
Minnesota
$58.9M
5
TF
5
TIAA FSB
Florida
$271M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$1.39M
2
HI
2
Horizon Investments
North Carolina
$52.6M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$296K
4
CIM
4
Confluence Investment Management
Missouri
$0
5
State Street
5
State Street
Massachusetts
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$46.7M 1,809,968 +190,239 +12%
TC
27
Trilogy Capital
California
$43.6M 1,690,095 +61,109 +4%
GSIS
28
Global Strategic Investment Solutions
Arizona
$43.1M 1,671,022 +345,281 +26%
PAG
29
Private Advisor Group
New Jersey
$42.9M 1,663,962 -166,386 -9%
Mariner
30
Mariner
Kansas
$40M 1,552,133 +75,418 +5%
MFS
31
McNamara Financial Services
Massachusetts
$39.5M 1,531,417 +38,979 +3%
PAS
32
Park Avenue Securities
New York
$38.7M 1,500,351 +56,617 +4%
FAAM
33
First Ascent Asset Management
Colorado
$36.3M 1,405,217 +58,254 +4%
WFPG
34
Waller Financial Planning Group
Ohio
$34.6M 1,340,916 +95,794 +8%
SC
35
Savant Capital
Illinois
$34.2M 1,326,361 -80,410 -6%
PWA
36
Peterson Wealth Advisors
Utah
$32.9M 1,274,442 +30,709 +2%
KW
37
KWB Wealth
California
$32.8M 1,270,531 -67,344 -5%
IWP
38
IAG Wealth Partners
Wisconsin
$32.1M 1,245,791 +83,250 +7%
Jane Street
39
Jane Street
New York
$31.4M 1,215,414 +1,215,414 New
FAG
40
Financial Advisory Group
Texas
$29.6M 1,146,280 +70,854 +7%
T
41
TrueFG
Texas
$29.3M 1,134,252 +74,191 +7%
BCM
42
Brookstone Capital Management
Illinois
$27.3M 1,061,992 -44,539 -4%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$24.8M 961,545 +379,339 +65%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$24.1M 933,845 +86,735 +10%
TVAMP
45
Tennessee Valley Asset Management Partners
Tennessee
$23.7M 917,349 -273,335 -23%
BSWM
46
Boston Standard Wealth Management
Massachusetts
$23.5M 910,706 +43,492 +5%
RI
47
Rinkey Investments
California
$22.9M 758,833 +195,285 +35%
FSG
48
Financial Strategies Group
Michigan
$22.6M 877,474 +15,398 +2%
IA
49
IFP Advisors
Florida
$22.3M 907,475 +97,921 +12%
MAM
50
Meeder Asset Management
Ohio
$21.8M 843,613 +209,632 +33%
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