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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 %
Mercer Global Advisors
376
Mercer Global Advisors
Colorado
$936K +$512K +14,049 +121%
NWM
377
Northwest Wealth Management
Iowa
$925K -$16.6K -456 -2%
AMG
378
Advisors Management Group
Wisconsin
$919K -$93.1K -2,552 -9%
FF
379
Financial Futures
New Jersey
$907K +$907K +24,862 New
HF
380
Halpern Financial
Virginia
$899K +$12.4K +340 +1%
PMFA
381
Plante Moran Financial Advisors
Michigan
$890K +$890K +24,409 New
SAM
382
Strategic Asset Management
Minnesota
$885K +$131K +3,598 +17%
NP
383
NorthRock Partners
Minnesota
$874K +$874K +23,966 New
HFS
384
Howard Financial Services
Texas
$857K +$5.47K +150 +0.6%
LA
385
Latitude Advisors
Florida
$848K -$1.68K -46 -0.2%
VC
386
Vicus Capital
Pennsylvania
$846K +$94.4K +2,632 +13%
RPCA
387
Running Point Capital Advisors
California
$845K -$1.55M -42,527 -65%
IA
388
IFG Advisors
Missouri
$844K +$13.6K +372 +2%
MFA
389
McClarren Financial Advisors
Pennsylvania
$842K +$6.78K +186 +0.8%
PWG
390
Private Wealth Group
Florida
$825K +$5.33K +146 +0.7%
CC
391
Codex Capital
New York
$821K – – –
SAMC
392
Spectrum Asset Management (California)
California
$812K -$8.39K -230 -1%
PCIA
393
Prime Capital Investment Advisors
Kansas
$788K +$788K +21,594 New
RWM
394
Rockwood Wealth Management
Pennsylvania
$784K +$784K +21,492 New
VPIM
395
Vanguard Personalized Indexing Management
California
$784K – – –
DHGWA
396
Dixon Hughes Goodman Wealth Advisors
North Carolina
$777K +$777K +21,308 New
OPWM
397
Oakwell Private Wealth Management
Texas
$755K -$4.82K -132 -0.6%
SWP
398
Strategic Wealth Partners
Ohio
$750K -$86.4K -2,371 -10%
Franklin Resources
399
Franklin Resources
California
$747K – – –
M&T Bank
400
M&T Bank
New York
$737K -$72K -1,973 -9%
14 15
16
17 18