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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 %
APW
501
Austin Private Wealth
Texas
$244K +$244K +9,456 New
BC
502
Burney Company
Virginia
$242K – – –
NFG
503
Nations Financial Group
Iowa
$240K – – –
VT
504
Vise Technologies
New York
$235K +$235K +9,114 New
Cerity Partners
505
Cerity Partners
New York
$233K +$233K +9,030 New
MAS
506
Madden Advisory Services
Florida
$231K +$19.7K +763 +9%
FFN
507
Focus Financial Network
Minnesota
$229K -$73.1K -2,833 -24%
AO
508
Advisor OS
Illinois
$224K +$224K +8,670 New
OSNBOA
509
Old Second National Bank of Aurora
Illinois
$218K +$6.11K +237 +3%
CFAM
510
Center For Asset Management
Florida
$217K -$260K -10,105 -55%
NPI
511
New Perspectives Inc
Mississippi
$213K +$489 +19 +0.2%
KFI
512
Key Financial Inc
Pennsylvania
$213K +$44.3K +1,717 +26%
CWM
513
Curi Wealth Management
North Carolina
$213K +$213K +8,259 New
IF
514
Intrua Financial
Texas
$210K -$38.4K -1,488 -15%
SSWM
515
Smith Salley Wealth Management
North Carolina
$210K – – –
IAN
516
Integrated Advisors Network
Texas
$209K -$62.2K -2,415 -23%
CP
517
Castleview Partners
Texas
$209K +$173K +6,689 +478%
FAP
518
Financial Advisory Partners
Florida
$206K +$206K +7,977 New
SFA
519
Seneca Financial Advisors
New York
$206K +$206K +7,972 New
BWL
520
Bogart Wealth LLC
Virginia
$205K +$190K +7,352 +1,231%
FF
521
Financial Futures
New Jersey
$204K -$17.1K -664 -8%
SCM
522
Stonehearth Capital Management
Massachusetts
$204K +$204K +7,898 New
SAMC
523
Spectrum Asset Management (California)
California
$203K -$24.2K -940 -11%
RWP
524
RWA Wealth Partners
Massachusetts
$203K +$1.06K +41 +0.5%
FWM
525
FSA Wealth Management
Massachusetts
$203K +$203K +7,861 New
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