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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 %
FMN
326
Financial Management Network
California
$1.41M -$134K -3,643 -9%
MFT
327
Moisand Fitzgerald Tamayo
Florida
$1.41M -$2.58M -70,678 -65%
ASN
328
Advisory Services Network
Georgia
$1.39M -$276K -7,564 -17%
ATPW
329
Ashton Thomas Private Wealth
Arizona
$1.36M +$122K +3,338 +10%
CC
330
Callan Capital
California
$1.36M +$1.36M +37,340 New
Citadel Advisors
331
Citadel Advisors
Florida
$1.34M +$1.34M +36,832 New
EWA
332
Encompass Wealth Advisors
Oregon
$1.34M – – –
GFP
333
Gryphon Financial Partners
Ohio
$1.33M -$2.34M -64,253 -64%
GIA
334
GHP Investment Advisors
Colorado
$1.3M +$961K +26,331 +281%
GSC
335
G&S Capital
Colorado
$1.26M +$53.5K +1,466 +4%
BA
336
Ballast Advisors
Minnesota
$1.26M +$136K +3,742 +12%
Bank of New York Mellon
337
Bank of New York Mellon
New York
$1.25M -$38.1K -1,045 -3%
CCM
338
Coldstream Capital Management
Washington
$1.22M +$1.22M +33,550 New
BTWM
339
Baker Tilly Wealth Management
Wisconsin
$1.22M +$871K +23,891 +249%
CAAS
340
Capital Asset Advisory Services
Michigan
$1.22M +$9.05K +248 +0.7%
BFA
341
Beaumont Financial Advisors
Massachusetts
$1.21M -$107K -2,923 -8%
AWA
342
Aletheian Wealth Advisors
Washington
$1.21M +$1.21M +33,106 New
Cetera Investment Advisers
343
Cetera Investment Advisers
Illinois
$1.2M -$125K -3,426 -9%
GP
344
Girard Partners
Pennsylvania
$1.18M +$72.7K +1,995 +7%
S
345
Surevest
California
$1.18M -$1.24K -34 -0.1%
MWM
346
Modera Wealth Management
New Jersey
$1.16M +$1.16M +31,882 New
Rockefeller Capital Management
347
Rockefeller Capital Management
New York
$1.16M +$22K +604 +2%
SSW
348
Stone Summit Wealth
Florida
$1.16M +$1.16M +31,737 New
NS
349
Newman & Schimel
Illinois
$1.15M -$337K -9,245 -23%
FCC
350
Flower City Capital
New York
$1.15M +$1.15M +31,406 New
12 13
14
15 16