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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 %
Baird Financial Group
401
Baird Financial Group
Wisconsin
$717K +$717K +19,666 New
WWM
402
WT Wealth Management
Arizona
$710K +$236K +6,466 +50%
SPA
403
Shore Point Advisors
New Jersey
$707K +$707K +19,380 New
SPIA
404
Steward Partners Investment Advisory
New York
$696K -$9.6K -263 -1%
CFA
405
Compass Financial Advisors
Indiana
$696K +$696K +19,090 New
RFA
406
Resurgent Financial Advisors
Georgia
$694K +$694K +19,034 New
OIA
407
OneDigital Investment Advisors
Kansas
$692K +$11.1K +305 +2%
FS
408
Ferguson Shapiro
Georgia
$691K -$41.9K -1,148 -6%
Betterment LLC
409
Betterment LLC
New York
$689K +$689K +18,891 New
KeyBank National Association
410
KeyBank National Association
Ohio
$668K -$25K -686 -4%
APA
411
American Portfolios Advisors
New York
$658K +$9.52K +261 +1%
PC
412
Port Capital
Illinois
$657K – – –
EWA
413
EP Wealth Advisors
California
$656K -$31.9K -874 -5%
IFPL
414
Investments & Financial Planning LLC
Kentucky
$628K +$628K +17,675 New
CCWA
415
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$613K +$613K +16,799 New
FIM
416
Fernwood Investment Management
Massachusetts
$610K -$4.82K -132 -0.8%
Janney Montgomery Scott
417
Janney Montgomery Scott
Pennsylvania
$608K – – –
CFAM
418
Center For Asset Management
Florida
$606K +$134K +3,680 +28%
DA
419
Detalus Advisors
Missouri
$605K +$142K +3,895 +31%
TI
420
Trexquant Investment
Connecticut
$605K +$605K +16,585 New
Northern Trust
421
Northern Trust
Illinois
$604K – – –
NFG
422
Next Financial Group
Texas
$596K +$227K +6,214 +61%
CTC
423
Central Trust Company
Missouri
$591K -$6.09K -167 -1%
CFD
424
Creative Financial Designs
Indiana
$586K +$24.7K +676 +4%
CCA
425
Checchi Capital Advisers
California
$583K – – –
15 16
17
18 19