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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 %
AA
601
Ancora Advisors
Ohio
$35K 952 +1 +0.1%
ZIG
602
Zullo Investment Group
Pennsylvania
$35K 956 +956 New
MIM
603
Macroview Investment Management
Maryland
$33K 903 +15 +2%
MG
604
MilWealth Group
Wisconsin
$31K 851 +851 New
RPCONE
605
Retirement Planning Company of New England
Rhode Island
$31K 869 +869 New
NFSG
606
Newbridge Financial Services Group
Florida
$26K 717 -71 -9%
CPFP
607
Clear Perspectives Financial Planning
Ohio
$26K 714 +459 +180%
MTWM
608
Masso Torrence Wealth Management
New Jersey
$23K 626 +626 New
BWL
609
Bogart Wealth LLC
Virginia
$22K 593 +2 +0.3%
SL
610
Savior LLC
Massachusetts
$22K 613 +613 New
LF
611
Lee Financial
Texas
$15K 413 +2 +0.5%
TSWM
612
Tyler-Stone Wealth Management
Ohio
$13K 355 +355 New
LWMNY
613
Landmark Wealth Management (New York)
New York
$13K 368,848 +368,848 New
CP
614
Corbenic Partners
Pennsylvania
$11K 306 +306 New
IBOK
615
Independence Bank of Kentucky
Kentucky
$10K 261 – –
HFS
616
HBC Financial Services
Washington
$9K 260 +260 New
WWM
617
Wolff Wiese Magana
California
$8K 216 – –
LPWM
618
Lake Point Wealth Management
Texas
$8K 218 – –
EVM
619
Eaton Vance Management
Massachusetts
$8K 235 +200 +571%
IRAG
620
Investment Research & Advisory Group
Georgia
$8K 232 +232 New
CP
621
Castleview Partners
Texas
$7.79K 284,033 +284,033 New
PWMG
622
Prestige Wealth Management Group
New Jersey
$7K 192 -113 -37%
DAC
623
Dividend Assets Capital
South Carolina
$6K 166 – –
COCM
624
Charter Oak Capital Management
New Hampshire
$6K 173 – –
FRA
625
Front Row Advisors
California
$6K 152 – –
23 24
25
26 27