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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 %
PPA
651
Parametric Portfolio Associates
Washington
– – -97,000 Closed
ODFS
652
O'Donnell Financial Services
California
– – -94,802 Closed
Renaissance Technologies
653
Renaissance Technologies
New York
– – -66,900 Closed
OCG
654
Opus Capital Group
Ohio
– – -44,791 Closed
FEG
655
Fund Evaluation Group
Ohio
– – -28,772 Closed
FHC
656
First Heartland Consultants
Missouri
– – -25,301 Closed
QC
657
QCM Cayman
Texas
– – -7,341 Closed
TA
658
Tectonic Advisors
Texas
– – -7,067 Closed
NCG
659
Newport Capital Group
New Jersey
– – -6,626 Closed
BPWM
660
Badgley Phelps Wealth Managers
Washington
– – -6,025 Closed
TSA
661
Tri-Star Advisors
Texas
– – -5,675 Closed
PFG
662
Pacific Financial Group
Washington
– – -5,555 Closed
BCWM
663
Bartlett & Co Wealth Management
Ohio
– – -2,351 Closed
BC
664
Bartlett & Co
Ohio
– – -2,351 Closed
CAGAS
665
Capital Advisory Group Advisory Services
Minnesota
– – -1,225 Closed
JCM
666
Jacobi Capital Management
Pennsylvania
– – -1,176 Closed
SFP
667
Sterling Financial Planning
New Jersey
– – -1,150 Closed
LWM
668
Liberty Wealth Management
California
– – -1,121 Closed
OSAM
669
O'Shaughnessy Asset Management
Connecticut
– – -230 Closed
GTAM
670
Global Trust Asset Management
Florida
– – -208 Closed
TRCT
671
Tower Research Capital (TRC)
New York
– – -100 Closed
FCM
672
Firestone Capital Management
Florida
– – -46 Closed
Thrivent Financial for Lutherans
673
Thrivent Financial for Lutherans
Minnesota
– – – –
SIS
674
Sound Income Strategies
Florida
$0 1 – –
Wolverine Trading
675
Wolverine Trading
Illinois
– – – –
24 25 26
27
28