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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 %
V
326
Veritable
Delaware
$939K – – –
NWM
327
Northwest Wealth Management
Iowa
$935K +$20.5K +565 +2%
FHC
328
First Heartland Consultants
Missouri
$916K -$21.1K -582 -2%
SFG
329
SageGuard Financial Group
Tennessee
$888K -$352K -9,733 -28%
HF
330
Halpern Financial
Virginia
$881K +$125K +3,449 +17%
LA
331
LexAurum Advisors
Kansas
$878K +$73.9K +2,041 +9%
HWMA
332
Heritage Wealth Management (Arizona)
Arizona
$866K -$480K -13,276 -36%
Prudential Financial
333
Prudential Financial
New Jersey
$860K +$860K +22,990 New
HFS
334
Howard Financial Services
Texas
$845K – – –
LA
335
Latitude Advisors
Florida
$844K +$433K +11,956 +105%
SWP
336
Strategic Wealth Partners
Ohio
$831K -$52.1K -1,437 -6%
MFA
337
McClarren Financial Advisors
Pennsylvania
$829K -$58.3K -1,611 -7%
IA
338
IFG Advisors
Missouri
$824K – – –
IWA
339
IVC Wealth Advisors
Pennsylvania
$821K +$41.5K +1,146 +5%
SAMC
340
Spectrum Asset Management (California)
California
$814K -$389K -10,741 -32%
PWG
341
Private Wealth Group
Florida
$813K +$116K +3,198 +17%
CC
342
Codex Capital
New York
$810K – – –
M&T Bank
343
M&T Bank
New York
$803K +$803K +22,183 New
VPIM
344
Vanguard Personalized Indexing Management
California
$778K – – –
OPWM
345
Oakwell Private Wealth Management
Texas
$754K -$330K -9,109 -30%
SAM
346
Strategic Asset Management
Minnesota
$749K +$749K +20,663 New
Franklin Resources
347
Franklin Resources
California
$742K – – –
FS
348
Ferguson Shapiro
Georgia
$728K -$28.4K -784 -4%
UAS
349
United Asset Strategies
New York
$714K -$227K -6,284 -24%
SPIA
350
Steward Partners Investment Advisory
New York
$700K +$169K +4,673 +32%
12 13
14
15 16