SPDW icon

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 %
CWM
151
Congress Wealth Management
Massachusetts
$5.42M 209,962 +23,209 +12%
AG
152
Ascent Group
Virginia
$5.33M 194,817 -22,610 -10%
MHR
153
Matthew Hamilton Rosenberg
$5.31M 205,629 +59,745 +41%
PA
154
Probity Advisors
Texas
$5.29M 205,144 +12,357 +6%
HFS
155
Horizon Financial Services
North Carolina
$5.27M 204,053 -12,737 -6%
GM
156
GeoWealth Management
Illinois
$5.2M 201,689 +41,268 +26%
EF
157
Empowered Funds
Pennsylvania
$5.16M 199,816 +6,705 +3%
SQA
158
Simon Quick Advisors
New Jersey
$5.12M 198,617 -3,242 -2%
GC
159
Grimes & Company
Massachusetts
$5.08M 197,007 +812 +0.4%
GRP
160
Global Retirement Partners
California
$5.01M 183,294 +38,715 +27%
AWM
161
Axxcess Wealth Management
California
$4.97M 192,636 -79,864 -29%
SPA
162
Sentinel Pension Advisors
Massachusetts
$4.94M 191,421 -8,137 -4%
CA
163
CGN Advisors
Kansas
$4.92M 190,545 -24,487 -11%
PFG
164
PAX Financial Group
Texas
$4.86M 188,199 +10,377 +6%
SFI
165
SPC Financial Inc
Maryland
$4.84M 187,706 +6,450 +4%
AWA
166
Arete Wealth Advisors
Illinois
$4.79M 185,504 +73,541 +66%
JIC
167
JRM Investment Counsel
Nebraska
$4.74M 183,583 -80,251 -30%
MWM
168
McNaughton Wealth Management
California
$4.61M 178,506 +11,395 +7%
CAM
169
Cresset Asset Management
Illinois
$4.59M 177,804 -14,533 -8%
FPAS
170
Focus Partners Advisor Solutions
Missouri
$4.57M 177,044 +161,855 +1,066%
OWM
171
Opes Wealth Management
California
$4.52M 175,318 +9,358 +6%
VAG
172
VisionPoint Advisory Group
Texas
$4.52M 175,129 +16,825 +11%
TB
173
Treynor Bancshares
Iowa
$4.4M 170,558 +6,562 +4%
RWI
174
Red Wave Investments
Pennsylvania
$4.37M 169,294 -1,252 -0.7%
HT
175
Heritage Trust
Oklahoma
$4.37M 169,210 – –
5 6
7
8 9