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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 %
Creative Planning
1
Creative Planning
Kansas
$1.57B 53,015,511 +3,604,620 +7%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.43B 48,073,122 +9,495,519 +25%
AF
3
Allworth Financial
California
$642M 21,617,644 +8,288,561 +62%
LPL Financial
4
LPL Financial
California
$436M 14,676,612 +2,065,576 +16%
AOI
5
Auto-Owners Insurance
Michigan
$332M 11,175,000 +11,175,000 New
TF
6
TIAA FSB
Florida
$302M 10,184,745 -325,104 -3%
PFO
7
Pathstone Family Office
New Jersey
$203M 6,830,800 -354,004 -5%
SMM
8
Stadion Money Management
Georgia
$196M 6,604,816 -202,898 -3%
Bank of America
9
Bank of America
North Carolina
$193M 6,487,849 -229,786 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$158M 5,324,827 +702,362 +15%
SEIA
11
Signature Estate & Investment Advisors
California
$156M 5,252,889 -198,279 -4%
State Street
12
State Street
Massachusetts
$138M 4,652,760 +260,191 +6%
TC
13
TownSquare Capital
Utah
$113M 3,793,140 +120,997 +3%
HI
14
Horizon Investments
North Carolina
$110M 3,699,488 +1,660,219 +81%
AssetMark Inc
15
AssetMark Inc
California
$104M 3,495,035 -105,639 -3%
UBS Group
16
UBS Group
Switzerland
$101M 3,394,496 +102,355 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$90.8M 3,059,338 -78,955 -3%
Ameriprise
18
Ameriprise
Minnesota
$81.1M 2,733,458 +833,571 +44%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$80.8M 2,720,335 -89,422 -3%
Morgan Stanley
20
Morgan Stanley
New York
$73.4M 2,472,190 +662,222 +37%
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$71.7M 2,414,256 +239,445 +11%
PI
22
PFS Investments
Georgia
$70.6M 2,377,721 +815,498 +52%
GI
23
Gradient Investments
Minnesota
$67.8M 2,282,148 -2,519 -0.1%
TC
24
Trilogy Capital
California
$67.4M 2,269,019 +578,924 +34%
AA
25
Advisory Alpha
Michigan
$64.6M 2,176,302 -65,121 -3%
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