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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 %
GC
126
Grimes & Company
Massachusetts
$8.02M 270,042 +73,035 +37%
JFG
127
JDM Financial Group
Texas
$7.97M 268,601 +268,601 New
WAOI
128
Wealth Advisors of Iowa
Iowa
$7.95M 267,665 +267,665 New
OPS
129
Orion Portfolio Solutions
Nebraska
$7.93M 266,957 +19,100 +8%
GCA
130
Gradient Capital Advisors
California
$7.87M 265,233 +8,978 +4%
FZCM
131
Flynn Zito Capital Management
New York
$7.74M 260,635 +6,603 +3%
SFS
132
Security Financial Services
Indiana
$7.72M 259,908 +34,768 +15%
RA
133
Rodgers & Associates
Pennsylvania
$7.71M 259,654 -17,437 -6%
MAWA
134
Moss Adams Wealth Advisors
Washington
$7.64M 257,354 +257,354 New
KAS
135
Kestra Advisory Services
Texas
$7.64M 257,205 +133,195 +107%
SSWG
136
Seven Springs Wealth Group
Tennessee
$7.49M 252,366 -5,448 -2%
DI
137
Diligent Investors
California
$7.47M 251,725 -400 -0.2%
Stifel Financial
138
Stifel Financial
Missouri
$7.46M 251,150 +197,147 +365%
JSL
139
JT Stratford LLC
Georgia
$7.44M 250,739 +217,485 +654%
KWM
140
Kingsview Wealth Management
Oregon
$7.39M 249,071 +667 +0.3%
GM
141
GeoWealth Management
Illinois
$7.39M 249,031 +47,342 +23%
VWM
142
Venturi Wealth Management
Texas
$7.36M 248,049 +248,049 New
BL
143
Balentine LLC
Georgia
$7.24M 243,696 -57,075 -19%
TCM
144
Towercrest Capital Management
Pennsylvania
$7.22M 243,011 +9,555 +4%
ACA
145
Aptus Capital Advisors
Alabama
$7.2M 242,461 -3,641,548 -94%
TNA
146
True North Advisors
Texas
$7.15M 240,772 -19,854 -8%
MPW
147
MGO Private Wealth
California
$7.13M 240,130 +179,615 +297%
AF
148
Advisornet Financial
Minnesota
$7.1M 239,177 +23,915 +11%
PIFP
149
Partners in Financial Planning
Virginia
$7.08M 237,212 +50,625 +27%
GLA
150
Great Lakes Advisors
Illinois
$7M 1,829,029 +1,309,943 +252%
4 5
6
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