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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 %
NSIM
601
North Star Investment Management
Illinois
$5K 176 +176 New
CCM
602
Covington Capital Management
California
$4K 159 -469 -75%
NFSG
603
Newbridge Financial Services Group
Florida
$4K 174 – –
DAC
604
Dividend Assets Capital
South Carolina
$4K 166 – –
FRA
605
Front Row Advisors
California
$4K 152 – –
AIL
606
AGF Investments LLC
Ontario, Canada
$4K 153 – –
CFFP
607
Center for Financial Planning
Michigan
$4K 171 +171 New
CIAS
608
CFS Investment Advisory Services
New Jersey
$3K 69,892 +69,892 New
M1FG
609
Mach-1 Financial Group
Arkansas
$2K 111 – –
IF
610
Integrity Financial
Wyoming
$2K 92 – –
HFS
611
Hantz Financial Services
Michigan
$2K 91 – –
WAS
612
Winch Advisory Services
Wisconsin
$1K 27 – –
HI
613
Hoey Investments
Pennsylvania
$1K 21 – –
LWA
614
Lowe Wealth Advisors
Maryland
$1K 49 – –
CPFP
615
Clear Perspectives Financial Planning
Ohio
$1K 30 – –
TWA
616
TCI Wealth Advisors
Arizona
$1K 53 – –
EWA
617
EverSource Wealth Advisors
Alabama
$1K 55 – –
MOS
618
MGO One Seven
Ohio
$847 32,859 -7 -0%
SWA
619
Sutton Wealth Advisors
Florida
$774 30 – –
WIM
620
Westside Investment Management
California
$72 2,793 – –
CIM
621
Confluence Investment Management
Missouri
– – -927,175 Closed
SFS
622
Sowell Financial Services
Arkansas
– – -134,618 Closed
BEI
623
Benjamin Edwards Inc
Missouri
– – -121,438 Closed
WAS
624
Wealth Advisory Solutions
Indiana
– – -83,860 Closed
JPMorgan Chase & Co
625
JPMorgan Chase & Co
New York
– – -81,811 Closed
23 24
25
26 27