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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 %
M
651
MOTCO
Texas
$26.8K 903 – –
MG
652
MilWealth Group
Wisconsin
$25.3K 851 – –
PFBT
653
Parkside Financial Bank & Trust
Missouri
$24K 809 – –
SIS
654
Sound Income Strategies
Florida
$23K 773 +773 New
CHA
655
Carmichael Hill & Associates
Maryland
$18.9K 637 – –
BWL
656
Bogart Wealth LLC
Virginia
$17.8K 599 -7,350 -92%
VNA
657
Valley National Advisers
Pennsylvania
$15K 486 – –
CCMI
658
Creative Capital Management Investments
California
$15K 499 +499 New
CT
659
Cambridge Trust
Massachusetts
$15K 513 +513 New
CSPAM
660
Cary Street Partners Asset Management
Virginia
$13.7K 463 – –
DJSG
661
D.J. St. Germain
Massachusetts
$13.6K 457,057 -21,294 -4%
EE
662
EWG Elevate
California
$12.8K 432 +432 New
LF
663
Lee Financial
Texas
$12.6K 426 +5 +1%
MPCG
664
Matrix Private Capital Group
New York
$11.3K 379 +45 +13%
TSWM
665
Tyler-Stone Wealth Management
Ohio
$11K 355 – –
LC
666
Lindbrook Capital
California
$10.2K 343 – –
CWM
667
CarsonAllaria Wealth Management
Illinois
$10K 350 -225 -39%
IRAG
668
Investment Research & Advisory Group
Georgia
$9.8K 330 – –
TFS
669
TrustCore Financial Services
Tennessee
$9.68K 326 -321 -50%
EK
670
Evensky & Katz
Florida
$8K 254 -288 -53%
DCM
671
Davidson Capital Management
Texas
$7.19K 242 +242 New
MWM
672
MinichMacGregor Wealth Management
New York
$6.7K 225 +225 New
WFA
673
West Financial Advisors
Iowa
$5.94K 200 – –
PWMG
674
Prestige Wealth Management Group
New Jersey
$5.7K 192 – –
NFSG
675
Newbridge Financial Services Group
Florida
$5.23K 176 +2 +1%
25 26
27
28 29