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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 %
VWA
626
Visionary Wealth Advisors
Illinois
– – -74,219 Closed
BEAM
627
Baker Ellis Asset Management
Washington
– – -73,874 Closed
HLOC
628
H.L. Ormond & Company
North Carolina
– – -46,466 Closed
CIM
629
Corda Investment Management
Texas
– – -35,994 Closed
CCP
630
Clarkston Capital Partners
Michigan
– – -32,885 Closed
PWG
631
Private Wealth Group
Florida
– – -26,400 Closed
WEG
632
World Equity Group
Illinois
– – -21,323 Closed
SEA
633
Stegent Equity Advisors
Texas
– – -15,482 Closed
AIM
634
Acropolis Investment Management
Missouri
– – -15,256 Closed
EWA
635
EP Wealth Advisors
California
– – -14,784 Closed
VWA
636
V Wealth Advisors
Kansas
– – -14,165 Closed
Lido Advisors
637
Lido Advisors
California
– – -13,295 Closed
GA
638
GoalVest Advisory
New York
– – -13,104 Closed
ACI
639
Alpha Cubed Investments
California
– – -12,037 Closed
CPIG
640
Chicago Partners Investment Group
Illinois
– – -12,037 Closed
RF
641
Rollins Financial
Georgia
– – -11,365 Closed
WCA
642
Westover Capital Advisors
Delaware
– – -11,303 Closed
SWIG
643
Strategic Wealth Investment Group
Kentucky
– – -11,136 Closed
BFG
644
Beacon Financial Group
Texas
– – -11,081 Closed
GC
645
Garde Capital
Washington
– – -10,009 Closed
GWANC
646
Guardian Wealth Advisors (North Carolina)
North Carolina
– – -9,524 Closed
EWM
647
Echo Wealth Management
Minnesota
– – -8,784 Closed
BFA
648
Beacon Financial Advisory
Ohio
– – -8,629 Closed
HVIA
649
Hudson Valley Investment Advisors
New York
– – -8,573 Closed
TI
650
Trexquant Investment
Connecticut
– – -8,501 Closed
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