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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 Market Value Shares Shares
Change 		Shares
Change %
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$57.5M 1,576,030 +78,804 +5%
Morgan Stanley
27
Morgan Stanley
New York
$55M 1,506,310 -114,318 -7%
BCM
28
Brookstone Capital Management
Illinois
$52.6M 1,445,434 -150,389 -9%
MFS
29
McNamara Financial Services
Massachusetts
$51.8M 1,421,294 +23,874 +2%
TC
30
Trilogy Capital
California
$51.4M 1,408,086 +59,395 +4%
KW
31
KWB Wealth
California
$50.8M 1,393,446 +29,956 +2%
GC
32
Grimes & Company
Massachusetts
$50M 1,371,286 -795,245 -37%
PAS
33
Park Avenue Securities
New York
$49.4M 1,352,833 +54,551 +4%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$49.2M 1,408,246 +94,976 +7%
RA
35
RFG Advisory
Alabama
$46.1M 1,264,203 +144,666 +13%
WFPG
36
Waller Financial Planning Group
Ohio
$44.5M 1,219,634 +33,859 +3%
FAAM
37
First Ascent Asset Management
Colorado
$41.3M 1,130,839 +172,630 +18%
TVAMP
38
Tennessee Valley Asset Management Partners
Tennessee
$39.6M 1,086,802 +98,611 +10%
PWA
39
Peterson Wealth Advisors
Utah
$39.6M 1,086,491 +112,066 +12%
GLA
40
Great Lakes Advisors
Illinois
$38.8M 1,063,694 +530,863 +100%
CIM
41
Confluence Investment Management
Missouri
$38.8M 1,062,229 +45,750 +5%
GSIS
42
Global Strategic Investment Solutions
Arizona
$36M 987,233 -5,820 -0.6%
T
43
TrueFG
Texas
$34.9M 957,837 +28,959 +3%
IWP
44
IAG Wealth Partners
Wisconsin
$31.6M 867,432 +45,752 +6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$31M 850,703 +113,681 +15%
FHA
46
First Horizon Advisors
Tennessee
$30.3M 829,265 +14,286 +2%
BSWM
47
Boston Standard Wealth Management
Massachusetts
$29.4M 805,010 +34,990 +5%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$28.9M 793,116 +283,641 +56%
SC
49
Savant Capital
Illinois
$28.8M 788,856 +148,234 +23%
BA
50
Bristlecone Advisors
Washington
$28.7M 785,364 -10,620 -1%
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