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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 %
MFT
501
Moisand Fitzgerald Tamayo
Florida
$405K 13,630 -5,723 -30%
SPC
502
Sigma Planning Corp
Michigan
$399K 13,429 -654 -5%
WP
503
WealthShield Partners
North Carolina
$396K 13,323 +13,323 New
AIM
504
Anchor Investment Management
South Carolina
$393K 13,250 – –
PWM
505
Perigon Wealth Management
California
$393K 13,242 +54 +0.4%
TF
506
TLWM Financial
Texas
$377K 12,682 -2,900 -19%
JWCA
507
J.W. Cole Advisors
Florida
$376K 12,674 +12,674 New
AAS
508
Avantax Advisory Services
Texas
$376K 12,663 +12,663 New
FIM
509
Fernwood Investment Management
Massachusetts
$368K 12,380 -4,068 -25%
DWM
510
Dakota Wealth Management
Florida
$366K 12,329 +12,329 New
OC
511
Oarsman Capital
Wisconsin
$361K 12,149 -1,595 -12%
VIP
512
Vantage Investment Partners
Missouri
$358K 12,067 – –
SBL
513
Sargent Bickham Lagudis
Colorado
$356K 11,979 – –
CCA
514
Conservest Capital Advisors
Pennsylvania
$354K 11,928 +11,928 New
CPA
515
Cardiff Park Advisors
California
$352K 11,844 – –
KCPG
516
Kavar Capital Partners Group
Kansas
$350K 11,792 – –
MSFS
517
Main Street Financial Solutions
Pennsylvania
$347K 11,682 +544 +5%
CSIA
518
Charles Schwab Investment Advisory
California
$345K 11,621 +11,621 New
NGA
519
Naples Global Advisors
Florida
$343K 11,555 -275 -2%
DWT
520
Dorsey & Whitney Trust
South Dakota
$342K 11,529 – –
GFP
521
Gryphon Financial Partners
Ohio
$342K 11,527 -9,107 -44%
ASW
522
Astoria Strategic Wealth
Texas
$341K 11,477 +1,123 +11%
VAG
523
VisionPoint Advisory Group
Texas
$341K 10,539 -164,590 -94%
MWM
524
Maripau Wealth Management
Indiana
$338K 10,631 -202 -2%
HKIMG
525
Hutchens & Kramer Investment Management Group
Indiana
$337K 11,352 +39 +0.3%
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