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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 %
SWM
51
SigFig Wealth Management
California
$21.4M 668,207 +24,294 +4%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$21.2M 822,050 +63,850 +8%
NEWAS
53
N.E.W. Advisory Services
Wisconsin
$20.4M 792,406 +77,850 +11%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$20.3M 785,578 +99,921 +15%
MML Investors Services
55
MML Investors Services
Massachusetts
$20.2M 781,470 +150,208 +24%
EDRIA
56
Edmonds Duncan Registered Investment Advisors
Kansas
$19.9M 772,582 +37,484 +5%
RWM
57
Reston Wealth Management
Virginia
$19.7M 765,418 +30,782 +4%
BA
58
Bristlecone Advisors
Washington
$19.5M 755,420 -43,729 -5%
ACM
59
AlphaStar Capital Management
North Carolina
$19.4M 750,991 -432,942 -37%
US Bancorp
60
US Bancorp
Minnesota
$17.9M 693,486 +113,234 +20%
JFA
61
JNBA Financial Advisors
Minnesota
$17.9M 692,252 -35,598 -5%
SWP
62
Stratos Wealth Partners
Ohio
$17.5M 678,329 +18,155 +3%
GAG
63
GM Advisory Group
New York
$17.1M 664,400 +664,400 New
FHA
64
First Horizon Advisors
Tennessee
$16.9M 655,619 -342,632 -34%
FU
65
Fairfield University
Connecticut
$16.8M 650,310 – –
5L
66
55I LLC
Massachusetts
$16.7M 648,619 +201,483 +45%
BC
67
Brio Consultants
California
$16.6M 620,503 -79,300 -11%
IWM
68
IHT Wealth Management
Illinois
$16.4M 636,925 +90,360 +17%
GF
69
Goodman Financial
Texas
$16.2M 626,534 +88,446 +16%
HighTower Advisors
70
HighTower Advisors
Illinois
$15.5M 598,689 +93,201 +18%
BP
71
Ballentine Partners
Massachusetts
$15.3M 593,645 +71,826 +14%
PFA
72
Pure Financial Advisors
California
$15M 580,226 +257,463 +80%
LSAG
73
Lake Street Advisors Group
New Hampshire
$14.9M 576,408 -8,480 -1%
CWP
74
Concord Wealth Partners
Virginia
$14.6M 564,984 -11,713 -2%
PG
75
Proffitt & Goodson
Tennessee
$14.4M 559,538 +56,396 +11%
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