SPDW icon

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 %
SMC
476
Smith, Moore & Co
Missouri
$388K 10,625 – –
EWM
477
Echo Wealth Management
Minnesota
$388K 10,761 +1,671 +18%
RPG
478
Resource Planning Group
Georgia
$387K 10,602 -1,159 -10%
IF
479
Intrua Financial
Texas
$378K 10,357 +149 +1%
VIP
480
Vantage Investment Partners
Missouri
$374K 10,258 -100 -1%
BO
481
BRR OpCo
Ohio
$372K 10,202 – –
WBCM
482
Wilson & Boucher Capital Management
California
$372K 10,200 +10,200 New
UAS
483
United Asset Strategies
New York
$366K 10,032 -9,698 -49%
AWM
484
Avior Wealth Management
Nebraska
$365K 10,007 -690 -6%
ASW
485
Astoria Strategic Wealth
Texas
$359K 9,849 +1,381 +16%
OPA
486
Old Port Advisors
Maine
$356K 9,821 +12 +0.1%
OCM
487
Orleans Capital Management
Louisiana
$354K 9,700 – –
AP
488
Advisor Partners
California
$354K 9,699 +290 +3%
RIA
489
Regal Investment Advisors
Michigan
$348K 9,548 +152 +2%
RWP
490
RWA Wealth Partners
Massachusetts
$343K 9,392 – –
GKWIM
491
Gerber Kawasaki Wealth & Investment Management
California
$342K 9,379 +2,060 +28%
BFA
492
Beacon Financial Advisory
Ohio
$341K 9,338 +2 +0%
W
493
WorthPointe
California
$341K 9,271 +9,271 New
NFG
494
Nations Financial Group
Iowa
$339K 9,300 +23 +0.2%
NPI
495
New Perspectives Inc
Mississippi
$337K 9,234 -1,449 -14%
FA
496
Fermata Advisors
California
$336K 9,220 -779 -8%
YAL
497
Your Advocates Ltd
Texas
$336K 9,200 +739 +9%
WA
498
Wambolt & Associates
Colorado
$331K 9,072 +1,160 +15%
HVIA
499
Hudson Valley Investment Advisors
New York
$330K 9,042 +23 +0.3%
PWPS
500
Pinnacle Wealth Planning Services
Ohio
$330K 9,035 +1,727 +24%
18 19
20
21 22