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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 %
CPO
101
Cerity Partners OCIO
New York
$9.43M 365,366 -180,950 -33%
BFA
102
Brown Financial Advisory
Alabama
$9.11M 353,154 +40,654 +13%
MPM
103
MBB Public Markets
Illinois
$9.04M 350,463 – –
SFG
104
StrategIQ Financial Group
Indiana
$9M 348,999 +207 +0.1%
Truist Financial
105
Truist Financial
North Carolina
$8.91M 345,414 -21,811 -6%
EFL
106
ERn Financial LLC
Wisconsin
$8.55M 331,381 +11,519 +4%
CWM
107
Cornerstone Wealth Management
Missouri
$8.52M 330,054 +86,159 +35%
GWAG
108
Garrett Wealth Advisory Group
Texas
$8.38M 324,906 +42,904 +15%
SFP
109
Strategic Financial Planning
Texas
$8.38M 324,798 -7,076 -2%
BCM
110
Boltwood Capital Management
California
$8.08M 313,200 +42,475 +16%
AWA
111
Aquire Wealth Advisors
Utah
$8.06M 312,213 -24,040 -7%
GLA
112
Good Life Advisors
Pennsylvania
$8.02M 310,697 +11,443 +4%
UCFA
113
United Capital Financial Advisors
Texas
$7.95M 307,950 -33,126 -10%
MCC
114
Money Concepts Capital
Florida
$7.94M 307,916 -110,928 -26%
SFP
115
Strategic Financial Partners
Oregon
$7.84M 303,784 -98,679 -25%
ICMP
116
Integrated Capital Management (Pennsylvania)
Pennsylvania
$7.77M 301,177 +1,897 +0.6%
BL
117
Balentine LLC
Georgia
$7.76M 300,771 -61,232 -17%
SC
118
Scotia Capital
Ontario, Canada
$7.71M 298,768 +3,137 +1%
LFG
119
Larson Financial Group
Missouri
$7.66M 296,702 -5,595 -2%
OGF
120
Orin Green Financial
California
$7.56M 293,136 -20,055 -6%
GWM
121
Geneos Wealth Management
Colorado
$7.5M 290,729 +16,550 +6%
LPT
122
Legacy Private Trust
Wisconsin
$7.25M 281,065 -9,488 -3%
SDWMA
123
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.22M 279,835 -46,281 -14%
RA
124
Rodgers & Associates
Pennsylvania
$7.15M 277,091 -6,283 -2%
CAMV
125
Concord Asset Management (Virginia)
Virginia
$7.09M 274,648 +1,615 +0.6%
3 4
5
6 7