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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 %
KSWA
451
Kathleen S. Wright Associates
Pennsylvania
$448K +$448K +12,270 New
MSFS
452
Main Street Financial Solutions
Pennsylvania
$447K +$1.72K +47 +0.4%
CCFM
453
Clear Creek Financial Management
Washington
$446K -$3.54K -97 -0.8%
SBL
454
Sargent Bickham Lagudis
Colorado
$446K +$9.23K +253 +2%
SPC
455
Sigma Planning Corp
Michigan
$446K +$95.1K +2,610 +27%
TF
456
TimeScale Financial
Massachusetts
$444K +$189K +5,185 +74%
KFS
457
Kelly Financial Services
Massachusetts
$441K +$277K +7,594 +169%
PCS
458
Personal CFO Solutions
New Jersey
$438K +$2.52K +69 +0.6%
TA
459
TKG Advisors
Indiana
$437K +$437K +11,988 New
CPA
460
Cardiff Park Advisors
California
$432K +$432K +11,844 New
KCPG
461
Kavar Capital Partners Group
Kansas
$430K – – –
FMWA
462
Forvis Mazars Wealth Advisors
Missouri
$429K -$5.83K -160 -1%
NGA
463
Naples Global Advisors
Florida
$428K -$6.68K -183 -2%
TF
464
TLWM Financial
Texas
$427K +$20.6K +564 +5%
MWM
465
Maripau Wealth Management
Indiana
$425K +$425K +11,945 New
DAS
466
Dynamic Advisor Solutions
Arizona
$424K +$82.6K +2,267 +24%
DWT
467
Dorsey & Whitney Trust
South Dakota
$419K – – –
CCM
468
Crew Capital Management
Ohio
$418K +$6.82K +187 +2%
FAIM
469
Financial Advocates Investment Management
Washington
$416K +$416K +11,408 New
ACM
470
Advisors Capital Management
New Jersey
$404K +$20K +547 +5%
WA
471
WBH Advisory
Maryland
$403K +$21.9K +599 +6%
BFG
472
Beacon Financial Group
Texas
$401K – – –
RCC
473
Red Cedar Capital
Nebraska
$400K +$400K +10,954 New
CPIG
474
Chicago Partners Investment Group
Illinois
$399K +$22.6K +649 +6%
HKIMG
475
Hutchens & Kramer Investment Management Group
Indiana
$389K +$389K +11,245 New
17 18
19
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