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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 %
Creative Planning
1
Creative Planning
Kansas
$1.27B 49,410,891 +4,090,398 +9%
Financial Engines Advisors
2
Financial Engines Advisors
California
$995M 38,577,603 +3,361,276 +10%
AF
3
Allworth Financial
California
$344M 13,329,083 +671,591 +5%
LPL Financial
4
LPL Financial
California
$325M 12,611,036 +1,393,138 +12%
TF
5
TIAA FSB
Florida
$271M 10,509,849 +1,560,781 +17%
PFO
6
Pathstone Family Office
New Jersey
$186M 7,184,804 +3,835,537 +115%
SMM
7
Stadion Money Management
Georgia
$176M 6,807,714 +849,394 +14%
Bank of America
8
Bank of America
North Carolina
$173M 6,717,635 +1,056,132 +19%
SEIA
9
Signature Estate & Investment Advisors
California
$141M 5,451,168 +483,746 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$119M 4,622,465 +193,840 +4%
State Street
11
State Street
Massachusetts
$113M 4,392,569 -463,649 -10%
ACA
12
Aptus Capital Advisors
Alabama
$100M 3,884,009 +206,791 +6%
TC
13
TownSquare Capital
Utah
$94.7M 3,672,143 +394,867 +12%
AssetMark Inc
14
AssetMark Inc
California
$92.9M 3,600,674 -331,206 -8%
UBS Group
15
UBS Group
Switzerland
$84.9M 3,292,141 +56,798 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$81M 3,138,293 -244,124 -7%
BWM
17
Baystate Wealth Management
Massachusetts
$81M 3,138,459 +36,624 +1%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$72.5M 2,809,757 +335,242 +14%
GI
19
Gradient Investments
Minnesota
$58.9M 2,284,667 +2,281,639 +75,351%
AA
20
Advisory Alpha
Michigan
$57.8M 2,241,423 +116,165 +5%
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$56.1M 2,174,811 +336,921 +18%
HI
22
Horizon Investments
North Carolina
$52.6M 2,039,269 -1,682,551 -45%
RA
23
RFG Advisory
Alabama
$51.3M 1,806,809 -391,315 -18%
Ameriprise
24
Ameriprise
Minnesota
$49M 1,899,887 +599,558 +46%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$47.4M 1,806,259 +192,678 +12%
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