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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 %
SC
26
Savant Capital
Illinois
$58.8M 2,073,241 +746,880 +56%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$58.2M 1,807,022 +763 +0%
BWM
28
Baystate Wealth Management
Massachusetts
$57.7M 1,942,342 -1,196,117 -38%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$48.4M 1,629,690 +844,112 +107%
MFS
30
McNamara Financial Services
Massachusetts
$46M 1,550,059 +18,642 +1%
Mariner
31
Mariner
Kansas
$45.6M 1,535,508 -16,625 -1%
GSIS
32
Global Strategic Investment Solutions
Arizona
$45.4M 1,527,871 -143,151 -9%
PAS
33
Park Avenue Securities
New York
$45.1M 1,519,493 +19,142 +1%
FAAM
34
First Ascent Asset Management
Colorado
$42.8M 1,440,257 +35,040 +2%
MML Investors Services
35
MML Investors Services
Massachusetts
$40.6M 1,368,762 +587,292 +75%
WFPG
36
Waller Financial Planning Group
Ohio
$40.1M 1,352,291 +11,375 +0.8%
PWA
37
Peterson Wealth Advisors
Utah
$39.8M 1,339,305 +64,863 +5%
IWP
38
IAG Wealth Partners
Wisconsin
$35.9M 1,210,170 -35,621 -3%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$35.8M 1,206,988 +245,443 +26%
T
40
TrueFG
Texas
$35.1M 1,181,521 +47,269 +4%
CCA
41
Clearwater Capital Advisors
Illinois
$34.4M 1,157,780 +1,157,780 New
EH
42
Equitable Holdings
New York
$34.2M 1,152,213 +646,631 +128%
FAG
43
Financial Advisory Group
Texas
$34.1M 1,149,012 +2,732 +0.2%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$31.7M 1,068,551 +1,068,551 New
KW
45
KWB Wealth
California
$30.3M 1,020,414 -250,117 -20%
CC
46
Callan Capital
California
$29.8M 1,004,387 +474,137 +89%
BCM
47
Brookstone Capital Management
Illinois
$29.2M 948,242 -113,750 -11%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$29M 976,145 +42,300 +5%
CAAS
49
Capital Asset Advisory Services
Michigan
$28.7M 962,606 +565,374 +142%
ACM
50
AlphaStar Capital Management
North Carolina
$28.6M 962,161 +211,170 +28%
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