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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 %
Ameriprise
51
Ameriprise
Minnesota
$28M 768,141 +2,967 +0.4%
SPA
52
Sentinel Pension Advisors
Massachusetts
$26.9M 738,495 +17,698 +2%
RWM
53
Reston Wealth Management
Virginia
$26.6M 729,554 +14,268 +2%
SFP
54
Strategic Financial Partners
Oregon
$26.3M 720,513 +133,438 +23%
FSG
55
Financial Strategies Group
Michigan
$26.2M 719,173 +43,057 +6%
JFA
56
JNBA Financial Advisors
Minnesota
$25.7M 705,731 +17,418 +3%
FWI
57
Facet Wealth Inc
Maryland
$25.3M 693,716 +527,001 +316%
EDRIA
58
Edmonds Duncan Registered Investment Advisors
Kansas
$25M 695,498 +36,106 +5%
AI
59
Atria Investments
North Carolina
$23.9M 655,964 +327,306 +100%
SWM
60
SigFig Wealth Management
California
$23.7M 686,443 +19,611 +3%
NEWAS
61
N.E.W. Advisory Services
Wisconsin
$23.5M 643,566 +37,511 +6%
IA
62
IFP Advisors
Florida
$23.4M 637,824 +30,974 +5%
FU
63
Fairfield University
Connecticut
$23.3M 637,493 +637,493 New
VCM
64
Vivaldi Capital Management
Illinois
$22.6M 618,815 -492 -0.1%
CWP
65
Concord Wealth Partners
Virginia
$22.3M 611,364 +175,624 +40%
LSAG
66
Lake Street Advisors Group
New Hampshire
$21.2M 581,203 +24,761 +4%
BP
67
Ballentine Partners
Massachusetts
$20.3M 556,163 +35,636 +7%
IWM
68
IHT Wealth Management
Illinois
$20.2M 554,499 +37,153 +7%
BHB
69
Bank Hapoalim BM
Israel
$19.8M 542,000 -403,000 -43%
GF
70
Goodman Financial
Texas
$18.8M 515,004 +15,014 +3%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$18.7M 511,839 +238,370 +87%
FWM
72
Frontier Wealth Management
Missouri
$18.2M 498,218 +11,023 +2%
HighTower Advisors
73
HighTower Advisors
Illinois
$17.8M 486,765 +222,447 +84%
EH
74
Equitable Holdings
New York
$17.3M 474,044 +75,190 +19%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$17.3M 473,749 +473,749 New
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