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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

548 hedge funds and large institutions have $7.99B invested in SPDR Portfolio Developed World ex-US ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 281 increasing their positions, 143 reducing their positions, and 31 closing their positions.

Holders
548
Holders Change
-10
Holders Change %
-1.79%
% of All Funds
9.62%
Holding in Top 10
80
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.56%
% of All Funds
1.4%
New
30
Increased
281
Reduced
143
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$860M
2
LPL Financial
2
LPL Financial
California
$268M
3
ACA
3
Aptus Capital Advisors
Alabama
$81.2M
4
Creative Planning
4
Creative Planning
Kansas
$1.27B
5
PWA
5
Peterson Wealth Advisors
Utah
$35.3M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$3.1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.6M
3
Jane Street
3
Jane Street
New York
$0
4
LWAC
4
Laurel Wealth Advisors (California)
California
$0
5
SMM
5
Stadion Money Management
Georgia
$274M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$58.3M 1,595,823 -69,964 -4%
WSTAM
27
Wilbanks Smith & Thomas Asset Management
Virginia
$54.2M 1,497,226 +98,614 +7%
PAG
28
Private Advisor Group
New Jersey
$54.2M 1,497,266 +421,834 +39%
MFS
29
McNamara Financial Services
Massachusetts
$50.6M 1,397,420 +32,677 +2%
KW
30
KWB Wealth
California
$49.4M 1,363,490 +453,082 +50%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$49.2M 1,313,270 +287,235 +28%
TC
32
Trilogy Capital
California
$48.8M 1,348,691 -19,703 -1%
PAS
33
Park Avenue Securities
New York
$47M 1,298,282 +28,536 +2%
WFPG
34
Waller Financial Planning Group
Ohio
$42.9M 1,185,775 +27,862 +2%
RA
35
RFG Advisory
Alabama
$40.5M 1,119,537 +123,359 +12%
CIM
36
Confluence Investment Management
Missouri
$36.8M 1,016,479 +90,444 +10%
GSIS
37
Global Strategic Investment Solutions
Arizona
$36M 993,053 – –
BCI
38
Brinker Capital Investments
Pennsylvania
$35.8M 988,984 -63,291 -6%
TVAMP
39
Tennessee Valley Asset Management Partners
Tennessee
$35.8M 988,191 +103,934 +12%
PWA
40
Peterson Wealth Advisors
Utah
$35.3M 974,425 +885,735 +999%
T
41
TrueFG
Texas
$34.7M 928,878 +82,735 +10%
FAAM
42
First Ascent Asset Management
Colorado
$34.7M 958,209 +148,522 +18%
BHB
43
Bank Hapoalim BM
Israel
$34.2M 945,000 +726,000 +332%
IWP
44
IAG Wealth Partners
Wisconsin
$29.8M 821,680 +33,835 +4%
FHA
45
First Horizon Advisors
Tennessee
$29.5M 814,979 +9,477 +1%
BA
46
Bristlecone Advisors
Washington
$28.8M 795,984 +2,434 +0.3%
BSWM
47
Boston Standard Wealth Management
Massachusetts
$27.9M 770,020 +13,517 +2%
Ameriprise
48
Ameriprise
Minnesota
$27.7M 765,174 +101,299 +15%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$26.7M 737,022 +93,459 +15%
SPA
50
Sentinel Pension Advisors
Massachusetts
$26.1M 720,797 +14,199 +2%
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