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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 %
RRCM
651
Rappaport Reiches Capital Management
Illinois
– – -8,242 Closed
KCM
652
Karp Capital Management
California
– – -8,019 Closed
PIA
653
Pinion Investment Advisors
Kansas
– – -7,880 Closed
AIFAIM
654
American Institute for Advanced Investment Management
Arizona
– – -7,750 Closed
JWCA
655
J.W. Cole Advisors
Florida
– – -7,746 Closed
MI
656
Moneywise Inc
Virginia
– – -7,655 Closed
WWM
657
Windsor Wealth Management
Indiana
– – -7,578 Closed
WA
658
Wealth Architects
California
– – -7,414 Closed
FA
659
Fermata Advisors
California
– – -7,409 Closed
LIM
660
Leavell Investment Management
Alabama
– – -7,389 Closed
TCM
661
Telos Capital Management
California
– – -7,389 Closed
WFM
662
Wolff Financial Management
Michigan
– – -7,334 Closed
AWA
663
Arkadios Wealth Advisors
Georgia
– – -7,266 Closed
JSW
664
Journey Strategic Wealth
New Jersey
– – -7,100 Closed
SFA
665
Sequoia Financial Advisors
Ohio
– – -7,000 Closed
CCA
666
Checchi Capital Advisers
California
– – -6,872 Closed
FMI
667
F/M Investments
District of Columbia
– – -5,623 Closed
COCM
668
Charter Oak Capital Management
New Hampshire
– – -3,550 Closed
Bank of Montreal
669
Bank of Montreal
Ontario, Canada
– – -3,148 Closed
TCWM
670
Total Clarity Wealth Management
Illinois
– – -2,717 Closed
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
– – -2,589 Closed
FCFS
672
First Command Financial Services
Texas
– – -2,319 Closed
FCB
673
First Command Bank
Texas
– – -2,319 Closed
SWM
674
SeaCrest Wealth Management
New York
– – -2,089 Closed
AW
675
ACG Wealth
Georgia
– – -1,376 Closed
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