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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 %
IHWM
126
Iron Horse Wealth Management
Iowa
$9.45M 259,123 +21,319 +9%
CWM
127
Cornerstone Wealth Management
Missouri
$9.16M 251,330 +21,389 +9%
BCM
128
Boltwood Capital Management
California
$9.11M 249,640 +16,100 +7%
JFS
129
JD Financial Services
Pennsylvania
$9.09M 249,211 +3,149 +1%
BL
130
Balentine LLC
Georgia
$9.07M 248,711 +10 +0%
GIA
131
Gladstone Institutional Advisory
Florida
$8.78M 240,614 +24,539 +11%
RA
132
Rodgers & Associates
Pennsylvania
$8.78M 240,534 +7,641 +3%
5L
133
55I LLC
Massachusetts
$8.66M 237,239 +29,525 +14%
LFAS
134
Level Four Advisory Services
Texas
$8.63M 236,619 +18,921 +9%
DI
135
Diligent Investors
California
$8.17M 223,980 +41,989 +23%
NAS
136
Nicolet Advisory Services
Wisconsin
$8.17M 223,816 -9,471 -4%
PWP
137
Personal Wealth Partners
Minnesota
$8.03M 220,038 +3,414 +2%
RC
138
Randolph Company
Ohio
$7.99M 219,026 -114,046 -34%
AWM
139
Axxcess Wealth Management
California
$7.91M 216,839 +216,839 New
FP
140
Fiduciary Planning
Florida
$7.85M 215,056 +20,486 +11%
TCM
141
Towercrest Capital Management
Pennsylvania
$7.72M 211,533 +2,055 +1%
TNA
142
True North Advisors
Texas
$7.71M 211,236 +2,790 +1%
WI
143
WrapManager Inc
California
$7.66M 209,833 +775 +0.4%
GCA
144
Gradient Capital Advisors
California
$7.65M 209,554 +16,821 +9%
BOC
145
Bull Oak Capital
California
$7.59M 208,137 +208,137 New
NC
146
NovaPoint Capital
Georgia
$7.59M 208,115 +7,349 +4%
AG
147
Ascent Group
Virginia
$7.41M 210,431 +210,431 New
UWM
148
USAdvisors Wealth Management
Minnesota
$7.33M 200,820 +18,390 +10%
BIP
149
Blueprint Investment Partners
North Carolina
$7.14M 195,820 -34,786 -15%
AF
150
Advisornet Financial
Minnesota
$7.14M 195,799 +4,224 +2%
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6
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