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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

649 hedge funds and large institutions have $9.06B invested in SPDR Portfolio Developed World ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 317 increasing their positions, 131 reducing their positions, and 25 closing their positions.

Holders
649
Holders Change
+101
Holders Change %
+18.43%
% of All Funds
10.02%
Holding in Top 10
93
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+16.25%
% of All Funds
1.44%
New
136
Increased
317
Reduced
131
Closed
25
Calls
$1.26M
Puts
–
Net Calls
+$1.26M
Net Calls Change
+$1.26M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.01B
2
PFO
2
Pathstone Family Office
New Jersey
$116M
3
Creative Planning
3
Creative Planning
Kansas
$1.39B
4
LPL Financial
4
LPL Financial
California
$345M
5
State Street
5
State Street
Massachusetts
$197M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$3.2M
2
GC
2
Grimes & Company
Massachusetts
$50M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$183M
4
ACM
4
AlphaStar Capital Management
North Carolina
$67.6M
5
BHB
5
Bank Hapoalim BM
Israel
$19.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
251
Acute Investment Advisory
Arizona
$2.92M 79,899 +79,899 New
RCM
252
Raleigh Capital Management
North Carolina
$2.88M 79,043 +79,043 New
MHWM
253
Montz Harcus Wealth Management
Louisiana
$2.83M 77,619 +77,619 New
C
254
CEDRUS
Colorado
$2.79M 76,606 +76,606 New
VWA
255
Visionary Wealth Advisors
Illinois
$2.74M 75,157 +6,658 +10%
OAM
256
Occidental Asset Management
California
$2.69M 73,834 -47,382 -39%
ACP
257
Aveo Capital Partners
Colorado
$2.64M 72,301 +19,944 +38%
FC
258
Financial Consulate
Maryland
$2.62M 71,920 +4,623 +7%
OC
259
Oarsman Capital
Wisconsin
$2.57M 70,539 -5,196 -7%
FPAS
260
Focus Partners Advisor Solutions
Missouri
$2.54M 69,720 +69,720 New
BFG
261
Berger Financial Group
Minnesota
$2.5M 68,611 +17,370 +34%
KFGK
262
Keystone Financial Group (Kentucky)
Kentucky
$2.49M 68,218 +3,571 +6%
MMA
263
Miracle Mile Advisors
California
$2.48M 67,835 +5,472 +9%
NSB
264
Norway Savings Bank
Maine
$2.47M 67,635 +2,129 +3%
Comerica Bank
265
Comerica Bank
Texas
$2.45M 70,559 +18,461 +35%
TWP
266
Tempus Wealth Planning
California
$2.44M 66,973 -1,584 -2%
CC
267
Courier Capital
New York
$2.44M 66,901 +10,645 +19%
HAS
268
HBW Advisory Services
California
$2.43M 66,471 +2,398 +4%
CWM
269
Cabot Wealth Management
Massachusetts
$2.39M 65,471 -210 -0.3%
CIC
270
Chilton Investment Company
Connecticut
$2.36M 64,657 +64,657 New
KBFS
271
Kohmann Bosshard Financial Services
Ohio
$2.31M 63,216 – –
William Blair & Company
272
William Blair & Company
Illinois
$2.26M 61,971 -4,910 -7%
BAM
273
Belpointe Asset Management
Nevada
$2.23M 61,008 +1,251 +2%
APWA
274
Atlas Private Wealth Advisors
New Jersey
$2.16M 59,261 +47,764 +415%
FIM
275
Freedom Investment Management
Connecticut
$2.16M 59,084 +8,126 +16%
9 10
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