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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 %
VA
126
Valmark Advisers
Ohio
$6.83M 264,618 +579 +0.2%
TNA
127
True North Advisors
Texas
$6.72M 260,626 +10,666 +4%
SSWG
128
Seven Springs Wealth Group
Tennessee
$6.65M 257,814 -8,864 -3%
MWM
129
Merriman Wealth Management
Washington
$6.63M 256,867 -26,841 -9%
GCA
130
Gradient Capital Advisors
California
$6.61M 256,255 +56,339 +28%
SCA
131
Snowden Capital Advisors
New York
$6.56M 254,287 +18,548 +8%
FZCM
132
Flynn Zito Capital Management
New York
$6.55M 254,032 +254,032 New
DI
133
Diligent Investors
California
$6.51M 252,125 +4,815 +2%
KWM
134
Kingsview Wealth Management
Oregon
$6.41M 248,404 +81,001 +48%
OPS
135
Orion Portfolio Solutions
Nebraska
$6.4M 247,857 +30,027 +14%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$6.22M 240,890 +198,682 +471%
LFAS
137
Level Four Advisory Services
Texas
$6.15M 238,340 +4,370 +2%
TCM
138
Towercrest Capital Management
Pennsylvania
$6.02M 233,456 +14,151 +6%
VBFP
139
Valtinson Bruner Financial Planning
Minnesota
$6M 232,639 +35,382 +18%
SFS
140
Security Financial Services
Indiana
$5.81M 225,140 +32,960 +17%
HF
141
Halpern Financial
Virginia
$5.81M 225,123 +60,610 +37%
BHB
142
Bank Hapoalim BM
Israel
$5.65M 219,000 -323,000 -60%
CA
143
Continuum Advisory
Idaho
$5.57M 216,033 +26,650 +14%
PIFP
144
Partners in Financial Planning
Virginia
$5.57M 186,587 +43,461 +30%
SFM
145
Signet Financial Management
New Jersey
$5.57M 215,717 +5,069 +2%
AF
146
Advisornet Financial
Minnesota
$5.55M 215,262 -11,805 -5%
UWM
147
USAdvisors Wealth Management
Minnesota
$5.49M 212,918 -468 -0.2%
CAN
148
Cetera Advisor Networks
California
$5.48M 212,433 +18,250 +9%
WI
149
WrapManager Inc
California
$5.44M 210,679 +317 +0.2%
GIA
150
Gladstone Institutional Advisory
Florida
$5.42M 210,161 -30,072 -13%
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