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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
Financial Engines Advisors
California
$1.01B
2
PFO
Pathstone Family Office
New Jersey
$116M
3
Creative Planning
Creative Planning
Kansas
$1.39B
4
LPL Financial
LPL Financial
California
$345M
5
State Street
State Street
Massachusetts
$197M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$3.2M
2
GC
Grimes & Company
Massachusetts
$50M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
4
ACM
AlphaStar Capital Management
North Carolina
$67.6M
5
BHB
Bank Hapoalim BM
Israel
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSG
351
Helen Stephens Group
Texas
$1.12M +$1.12M +30,813 New
LA
352
LexAurum Advisors
Kansas
$1.12M +$239K +6,543 +27%
SFS
353
Sowell Financial Services
Arkansas
$1.1M -$26.8K -736 -2%
JSL
354
JT Stratford LLC
Georgia
$1.1M +$107K +2,945 +11%
VAG
355
VisionPoint Advisory Group
Texas
$1.1M +$494K +14,069 +82%
SCM
356
Southport Capital Management
Tennessee
$1.1M -$66.9K -1,834 -6%
LF
357
Lantz Financial
Illinois
$1.08M -$199K -5,462 -16%
PFA
358
Pinnacle Family Advisors
Missouri
$1.07M +$422K +11,573 +65%
NB
359
Nicolet Bankshares
Wisconsin
$1.06M – – –
TIM
360
Tortoise Investment Management
New York
$1.05M -$235K -6,437 -18%
RC
361
RegentAtlantic Capital
New Jersey
$1.05M +$28.6K +783 +3%
SW
362
SlateStone Wealth
Florida
$1.03M -$631K -17,309 -38%
B
363
Bridgeworth
Alabama
$1.03M -$15.9K -435 -2%
SSWM
364
Sheets Smith Wealth Management
North Carolina
$1.02M -$46.5K -1,274 -4%
HWM
365
Howard Wealth Management
Connecticut
$1.02M +$43.2K +1,184 +4%
AFAS
366
Acorn Financial Advisory Services
Virginia
$1.02M -$65.7K -1,803 -6%
PFA
367
Professional Financial Advisors
Nebraska
$1M -$22K -603 -2%
ULWM
368
Upper Left Wealth Management
Florida
$998K +$998K +27,185 New
PFM
369
Phillips Financial Management
Indiana
$990K -$219 -6 -0%
BMD
370
Better Money Decisions
New Mexico
$989K +$10.3K +283 +1%
NRI
371
NFP Retirement Inc
California
$976K +$350K +9,598 +56%
GT
372
Greenleaf Trust
Michigan
$968K – – –
IWA
373
IVC Wealth Advisors
Pennsylvania
$957K +$130K +3,570 +16%
V
374
Veritable
Delaware
$946K – – –
EGA
375
E&G Advisors
Texas
$937K -$12.8K -352 -1%
13 14
15
16 17