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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 %
WFM
526
Wolff Financial Management
Michigan
$263K 7,220 +876 +14%
FWM
527
FSA Wealth Management
Massachusetts
$255K 6,998 +137 +2%
Principal Financial Group
528
Principal Financial Group
Iowa
$254K 6,952 -10,520 -60%
HIP
529
HUB Investment Partners
Texas
$254K 6,967 -776 -10%
BC
530
Burney Company
Virginia
$253K 6,929 +740 +12%
MI
531
Moneywise Inc
Virginia
$249K 6,835 +49 +0.7%
HSA
532
HBK Sorce Advisory
Pennsylvania
$249K 6,827 +249 +4%
CG
533
Caprock Group
Idaho
$246K 6,730 – –
AP
534
Appleton Partners
Massachusetts
$241K 6,611 – –
FMI
535
F/M Investments
District of Columbia
$235K 6,433 -24 -0.4%
RBC
536
Roble Belko & Company
Pennsylvania
$233K 6,392 +6,392 New
BA
537
Bellwether Advisors
Nebraska
$232K 6,360 +244 +4%
LIM
538
Leavell Investment Management
Alabama
$232K 6,364 +6,364 New
CS
539
Cannell & Spears
New York
$231K 6,332 – –
TWP
540
TFO Wealth Partners
Ohio
$225K 6,212 +6,212 New
MPM
541
Meritage Portfolio Management
Kansas
$223K 6,114 +6,114 New
BC
542
Brio Consultants
California
$222K 6,082 -98,439 -94%
MGIA
543
Moneta Group Investment Advisors
Missouri
$219K 6,003 -73 -1%
AWA
544
Arkadios Wealth Advisors
Georgia
$219K 6,017 +4,756 +377%
MCIA
545
Mountain Capital Investment Advisors
Colorado
$217K 5,954 +5,954 New
SL
546
Salomon & Ludwin
Virginia
$214K 5,870 +5,870 New
VWM
547
Valley Wealth Managers
New Jersey
$212K 5,825 +50 +0.9%
HFA
548
High Falls Advisors
New York
$211K 5,780 +5,780 New
ACK
549
Andrew C. Karlinski
$211K 5,788 +5,788 New
PA
550
Procyon Advisors
Connecticut
$210K 5,750 – –
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