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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 Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
476
Mercer Global Advisors
Colorado
$300K -$63.6K -2,463 -17%
HKIMG
477
Hutchens & Kramer Investment Management Group
Indiana
$299K -$35.9K -1,360 -11%
RPG
478
Resource Planning Group
Georgia
$299K +$30.8K +1,193 +11%
DWT
479
Dorsey & Whitney Trust
South Dakota
$297K +$297K +11,529 New
BFEC
480
Benjamin F. Edwards & Company
Missouri
$296K -$41.2M -1,597,634 -99%
MWM
481
Maripau Wealth Management
Indiana
$296K -$7.38K -270 -2%
SOS
482
Silver Oak Securities
Tennessee
$291K -$1.95M -62,790 -87%
RWM
483
Rockwood Wealth Management
Pennsylvania
$288K -$44.8K -1,738 -13%
MSFS
484
Main Street Financial Solutions
Pennsylvania
$287K – – –
RCC
485
Red Cedar Capital
Nebraska
$283K – – –
PWM
486
Penobscot Wealth Management
Maine
$281K -$86.6K -3,350 -24%
SMC
487
Smith, Moore & Co
Missouri
$274K – – –
CCM
488
Crew Capital Management
Ohio
$270K -$13.1K -509 -5%
ICG
489
InterOcean Capital Group
Tennessee
$269K -$8.33K -323 -3%
MWM
490
Modera Wealth Management
New Jersey
$268K -$399K -15,439 -60%
ASW
491
Astoria Strategic Wealth
Texas
$267K +$33.3K +1,293 +14%
WIM
492
WealthPlan Investment Management
Nebraska
$265K +$265K +8,754 New
MWC
493
MBM Wealth Consultants
Missouri
$264K -$75.3K -2,849 -22%
BO
494
BRR OpCo
Ohio
$263K – – –
TP
495
Tranquility Partners
Tennessee
$261K -$209K -8,115 -45%
IWN
496
Independent Wealth Network
Iowa
$251K +$20.6K +797 +9%
OCM
497
Orleans Capital Management
Louisiana
$250K – – –
AIA
498
Arcadia Investment Advisors
Idaho
$249K -$90.4K -3,505 -27%
RIA
499
Regal Investment Advisors
Michigan
$247K -$1.16K -45 -0.5%
OPA
500
Old Port Advisors
Maine
$246K -$5.71K -211 -2%
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