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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.

New
Increased
Maintained
Reduced
Closed
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 %
BWM
501
BCS Wealth Management
Tennessee
$320K +$74.7K +2,046 +30%
VHAM
502
Van Hulzen Asset Management
California
$313K -$8.75K -240 -3%
CWMGP
503
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$309K +$309K +8,475 New
NA
504
Nottingham Advisors
New York
$303K +$7.81K +214 +3%
RFA
505
Reilly Financial Advisors
California
$301K -$21.7K -595 -7%
TFA
506
Triad Financial Advisors
North Carolina
$297K +$297K +8,142 New
PWM
507
Penobscot Wealth Management
Maine
$295K +$295K +8,097 New
MWM
508
Marion Wealth Management
Pennsylvania
$294K +$294K +8,055 New
PG
509
Prostatis Group
Maryland
$290K -$72.9K -1,998 -20%
GSWM
510
Golden State Wealth Management
California
$287K – – –
HPC
511
HM Payson & Co
Maine
$287K +$256K +7,025 +834%
AWM
512
Apollon Wealth Management
South Carolina
$285K +$285K +7,816 New
EK
513
Evensky & Katz
Florida
$284K +$1.75K +48 +0.6%
RRCM
514
Rappaport Reiches Capital Management
Illinois
$283K -$620 -17 -0.2%
TCM
515
Telos Capital Management
California
$282K -$66.6K -1,829 -19%
WP
516
WealthPLAN Partners
Nebraska
$282K +$9.46K +270 +3%
AT
517
American Trust
Kentucky
$280K +$280K +7,681 New
WWM
518
Windsor Wealth Management
Indiana
$279K – – –
BP
519
BCK Partners
New York
$279K +$146 +4 +0.1%
SSWM
520
Smith Salley Wealth Management
North Carolina
$278K +$24.9K +682 +10%
FW
521
FirstPurpose Wealth
Utah
$275K +$275K +7,526 New
AAS
522
Avantax Advisory Services
Texas
$269K +$269K +7,378 New
HI
523
Harbour Investments
Wisconsin
$268K -$230K -6,313 -46%
OSNBOA
524
Old Second National Bank of Aurora
Illinois
$267K +$6.48K +193 +2%
BI
525
Ballast Inc
Kentucky
$265K -$86.2K -2,371 -25%
19 20
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