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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 %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$14.3M 552,856 +8,590 +2%
AWA
77
ARQ Wealth Advisors
Arizona
$14.1M 545,310 +56,788 +12%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$13.8M 535,691 +94,645 +21%
DJSG
79
D.J. St. Germain
Massachusetts
$13.8M 478,351 – –
CC
80
Callan Capital
California
$13.7M 530,250 +143,844 +37%
GLA
81
Great Lakes Advisors
Illinois
$13.4M 519,086 +49,531 +11%
EH
82
Equitable Holdings
New York
$13M 505,582 +17,910 +4%
AA
83
Aire Advisors
California
$13M 505,068 +44,252 +10%
WFA
84
Wipfli Financial Advisors
Wisconsin
$12.6M 490,243 +138,081 +39%
PMG
85
ProVise Management Group
Florida
$12.6M 486,524 +83,238 +21%
TCFP
86
Treasure Coast Financial Planning
Florida
$12.5M 484,018 +29,300 +6%
VCM
87
Vivaldi Capital Management
Illinois
$12.5M 475,118 -24,648 -5%
IWC
88
Integrated Wealth Concepts
Massachusetts
$12.4M 480,537 +46,169 +11%
PMFA
89
Plante Moran Financial Advisors
Michigan
$12M 466,052 +212,346 +84%
Wells Fargo
90
Wells Fargo
California
$10.9M 422,896 +96,757 +30%
AWM
91
AE Wealth Management
Kansas
$10.8M 420,460 +12,257 +3%
APC
92
Aspire Private Capital
North Carolina
$10.3M 398,095 -41,718 -9%
CAAS
93
Capital Asset Advisory Services
Michigan
$10.2M 397,232 +371,259 +1,429%
KAM
94
Knightsbridge Asset Management
California
$10.2M 395,635 +31,028 +9%
LFPWM
95
Leicht Financial Planning & Wealth Management
New Jersey
$10.1M 393,244 +29,445 +8%
LWMNY
96
Landmark Wealth Management (New York)
New York
$9.95M 385,601 +22,611 +6%
WCFA
97
Walkner Condon Financial Advisors
Wisconsin
$9.93M 385,046 +22,240 +6%
AFP
98
Ausdal Financial Partners
Iowa
$9.89M 383,456 +43,595 +13%
FWI
99
Facet Wealth Inc
Maryland
$9.86M 351,434 +38,556 +12%
FP
100
Fiduciary Planning
Florida
$9.6M 372,114 +9,103 +3%
2 3
4
5 6