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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.

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 %
LAS
426
LWM Advisory Services
Florida
$576K +$576K +15,776 New
CWA
427
Canvas Wealth Advisors
Kansas
$573K – – –
RJA
428
Raymond James & Associates
Florida
$562K -$99K -2,713 -15%
ARIS
429
Advanced Research Investment Solutions
California
$555K +$555K +15,236 New
WIP
430
WealthCare Investment Partners
Rhode Island
$547K +$547K +14,987 New
KC
431
Kingfisher Capital
North Carolina
$544K +$8.75K +240 +2%
NL
432
NWAM LLC
Washington
$538K +$32.5K +890 +6%
DI
433
DFPG Investments
Utah
$538K +$55.5K +1,554 +12%
PP
434
Pacifica Partners
Canada
$537K +$20.8K +570 +4%
SEA
435
Stegent Equity Advisors
Texas
$534K +$534K +14,663 New
GDP
436
Great Diamond Partners
Maine
$523K +$72.9K +2,003 +16%
TPA
437
Trivium Point Advisory
Connecticut
$522K +$62.6K +1,716 +14%
WSWA
438
Warren Street Wealth Advisors
California
$517K +$517K +14,176 New
LNWTC
439
Laird Norton Wetherby Trust Company
Washington
$510K – – –
TCM
440
Triumph Capital Management
Colorado
$507K +$78.3K +2,147 +18%
HCMT
441
Highland Capital Management (Tennessee)
Tennessee
$506K – – –
AIA
442
Arcadia Investment Advisors
Idaho
$503K -$14.4K -395 -3%
CCP
443
Clarkston Capital Partners
Michigan
$499K +$148K +4,050 +42%
ACM
444
Advance Capital Management
Michigan
$497K +$497K +13,631 New
BSW
445
Buckingham Strategic Wealth
Missouri
$495K +$50.2K +1,376 +11%
AIM
446
Anchor Investment Management
South Carolina
$483K – – –
PWM
447
Perigon Wealth Management
California
$482K +$48.6K +1,332 +11%
JWCA
448
J.W. Cole Advisors
Florida
$481K +$481K +13,197 New
MWC
449
MBM Wealth Consultants
Missouri
$471K +$22.3K +613 +5%
CA
450
Calton & Associates
Florida
$462K +$43.4K +1,192 +10%
16 17
18
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