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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

548 hedge funds and large institutions have $7.99B invested in SPDR Portfolio Developed World ex-US ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 281 increasing their positions, 143 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
-10
Holders Change %
-1.79%
% of All Funds
9.62%
Holding in Top 10
80
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.56%
% of All Funds
1.4%
New
30
Increased
281
Reduced
143
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$860M
2
LPL Financial
2
LPL Financial
California
$268M
3
ACA
3
Aptus Capital Advisors
Alabama
$81.2M
4
Creative Planning
4
Creative Planning
Kansas
$1.27B
5
PWA
5
Peterson Wealth Advisors
Utah
$35.3M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$3.1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.6M
3
Jane Street
3
Jane Street
New York
$0
4
LWAC
4
Laurel Wealth Advisors (California)
California
$0
5
SMM
5
Stadion Money Management
Georgia
$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$78.1K +2,158 +7%
VC
302
Vicus Capital
Pennsylvania
$1.18M +$183K +3,260 +18%
S
303
Surevest
California
$1.17M -$3.33K -92 -0.3%
SCM
304
Southport Capital Management
Tennessee
$1.16M -$76.7K -2,118 -6%
MIAN
305
Mariner Independent Advisor Network
Kansas
$1.14M +$175K +4,840 +18%
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
$1.13M – – –
SFS
307
Sowell Financial Services
Arkansas
$1.12M +$16.1K +444 +1%
BA
308
Ballast Advisors
Minnesota
$1.12M +$59.5K +1,642 +6%
GP
309
Girard Partners
Pennsylvania
$1.1M +$97.9K +2,705 +10%
First Manhattan
310
First Manhattan
New York
$1.09M +$37.3K +1,031 +4%
AFAS
311
Acorn Financial Advisory Services
Virginia
$1.08M -$24.7K -682 -2%
SSWM
312
Sheets Smith Wealth Management
North Carolina
$1.06M +$543 +15 +0.1%
NB
313
Nicolet Bankshares
Wisconsin
$1.06M – – –
FEG
314
Fund Evaluation Group
Ohio
$1.04M -$117K -3,222 -10%
EF
315
Empowered Funds
Pennsylvania
$1.04M +$1.04M +28,669 New
B
316
Bridgeworth
Alabama
$1.03M +$34.4K +951 +3%
PFA
317
Professional Financial Advisors
Nebraska
$1.02M +$18.8K +520 +2%
RC
318
RegentAtlantic Capital
New Jersey
$1.01M +$48K +1,325 +5%
AMG
319
Advisors Management Group
Wisconsin
$1.01M +$84.8K +2,340 +9%
JSL
320
JT Stratford LLC
Georgia
$987K +$267K +7,372 +37%
PFM
321
Phillips Financial Management
Indiana
$983K – – –
BMD
322
Better Money Decisions
New Mexico
$971K +$167K +4,608 +21%
HWM
323
Howard Wealth Management
Connecticut
$968K -$34.6K -956 -3%
GT
324
Greenleaf Trust
Michigan
$961K – – –
EGA
325
E&G Advisors
Texas
$942K +$942K +26,028 New
11 12
13
14 15