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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
TF
301
TRH Financial
Iowa
$1.68M -$288K -7,902 -15%
AAS
302
Ameritas Advisory Services
Nebraska
$1.67M +$1.67M +45,838 New
QC
303
Quent Capital
New York
$1.67M +$1.67M +45,691 New
CIM
304
Corda Investment Management
Texas
$1.66M -$4.09K -112 -0.2%
TFA
305
Tobias Financial Advisors
Florida
$1.66M +$1.66M +45,473 New
SMA
306
Sage Mountain Advisors
Georgia
$1.66M +$163K +4,478 +11%
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
$1.64M +$195K +5,335 +13%
HPWM
308
Highland Private Wealth Management
Washington
$1.64M -$328K -8,977 -17%
SIA
309
Strategic Investment Advisors
Michigan
$1.62M +$280K +7,679 +21%
CPA
310
Clear Perspective Advisors
Illinois
$1.61M +$237K +6,505 +17%
SG
311
StoneX Group
New York
$1.6M +$118K +3,231 +8%
TWM
312
Trinity Wealth Management
Pennsylvania
$1.59M +$208K +5,712 +15%
RFG
313
Range Financial Group
Oregon
$1.59M +$15.7K +430 +1%
VCM
314
Virtue Capital Management
Tennessee
$1.53M +$247K +6,774 +19%
SWM
315
SFG Wealth Management
Maryland
$1.52M +$1.52M +41,756 New
EIM
316
Ervin Investment Management
Washington
$1.51M +$1.51M +41,298 New
BBW
317
Blue Barn Wealth
Utah
$1.51M +$52.5K +1,440 +4%
AC
318
Apella Capital
Connecticut
$1.5M -$1.85M -50,833 -55%
RCAG
319
Rehmann Capital Advisory Group
Michigan
$1.49M +$116K +3,189 +8%
RPSA
320
Richard P. Slaughter Associates
Texas
$1.49M +$66.6K +1,826 +5%
WWM
321
Western Wealth Management
Colorado
$1.48M +$1.48M +40,596 New
WCA
322
Westover Capital Advisors
Delaware
$1.48M -$49.8K -1,364 -3%
PA
323
Parallel Advisors
California
$1.47M -$51.5K -1,412 -3%
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$1.42M +$220K +6,028 +18%
YIA
325
YHB Investment Advisors
Connecticut
$1.42M -$97.7K -2,677 -6%
11 12
13
14 15