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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 %
Fidelity Investments
276
Fidelity Investments
Massachusetts
$2.14M 58,747 +10,347 +21%
CCM
277
Canal Capital Management
Virginia
$2.13M 58,492 +7,387 +14%
CRI
278
Colonial River Investments
Virginia
$2.12M 58,063 +58,063 New
ES
279
Eagle Strategies
New York
$2.04M 56,007 +56,007 New
LK
280
Lumbard & Kellner
New Hampshire
$2.03M 55,574 +1,548 +3%
CWM
281
Collaborative Wealth Management
Florida
$2.02M 55,356 +55,356 New
WOSD
282
WFA of San Diego
California
$2.02M 55,273 +4,588 +9%
VIM
283
Vista Investment Management
Pennsylvania
$1.99M 54,569 +1,669 +3%
OCM
284
One Capital Management
California
$1.99M 54,433 +8,765 +19%
TC
285
TAP Consulting
Missouri
$1.98M 54,132 +7,006 +15%
IF
286
IRON Financial
Illinois
$1.95M 53,321 +3,596 +7%
SWA
287
Strategies Wealth Advisors
Michigan
$1.94M 53,044 +53,044 New
ACG
288
Allen Capital Group
Nebraska
$1.93M 52,926 -6,513 -11%
First Manhattan
289
First Manhattan
New York
$1.93M 52,840 +22,775 +76%
WFA
290
Wade Financial Advisory
California
$1.82M 50,010 +5 +0%
CFS
291
Cannon Financial Strategists
Georgia
$1.82M 49,889 +491 +1%
HLOC
292
H.L. Ormond & Company
North Carolina
$1.81M 51,125 +51,125 New
PWA
293
PCG Wealth Advisors
Kansas
$1.8M 49,309 +49,309 New
AAS
294
Annex Advisory Services
Wisconsin
$1.77M 48,516 -3,118 -6%
CA
295
Cetera Advisors
Colorado
$1.77M 48,475 -22,339 -32%
BF
296
BOK Financial
Oklahoma
$1.77M 48,422 -883 -2%
CA
297
CoreCap Advisors
Michigan
$1.76M 48,152 +48,152 New
FPCP
298
Fort Point Capital Partners
California
$1.75M 47,899 – –
MIAN
299
Mariner Independent Advisor Network
Kansas
$1.75M 47,673 +16,077 +51%
CAG
300
Csenge Advisory Group
Florida
$1.71M 46,241 -3,422 -7%
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