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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 %
OPS
151
Orion Portfolio Solutions
Nebraska
$7.14M 195,681 +76,884 +65%
SFM
152
Signet Financial Management
New Jersey
$7.08M 194,164 +8,450 +5%
Koshinski Asset Management
153
Koshinski Asset Management
Illinois
$7.05M 193,145 +9,928 +5%
WMS
154
Wealth Management Solutions
Pennsylvania
$7.04M 192,962 +192,962 New
SCA
155
Snowden Capital Advisors
New York
$6.94M 190,360 +19,562 +11%
HFS
156
Horizon Financial Services
North Carolina
$6.86M 188,135 +33,282 +21%
CA
157
CGN Advisors
Kansas
$6.85M 187,809 +24,814 +15%
PA
158
Probity Advisors
Texas
$6.83M 187,157 +2,002 +1%
CAM
159
Cresset Asset Management
Illinois
$6.45M 176,856 +602 +0.3%
GWM
160
Geneos Wealth Management
Colorado
$6.41M 175,591 +38,773 +28%
SFI
161
SPC Financial Inc
Maryland
$6.38M 174,872 +24,493 +16%
SDWMA
162
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.28M 172,177 +17,926 +12%
SW
163
Simplicity Wealth
New Jersey
$6.24M 170,931 +170,931 New
AWA
164
Arete Wealth Advisors
Illinois
$6.2M 169,377 -9,256 -5%
FWM
165
Foresight Wealth Management
Utah
$6.11M 167,422 +2,437 +1%
JIC
166
JRM Investment Counsel
Nebraska
$6.08M 166,519 +27,617 +20%
VBFP
167
Valtinson Bruner Financial Planning
Minnesota
$6.07M 166,483 +16,043 +11%
CA
168
Continuum Advisory
Idaho
$6.04M 165,584 +5,889 +4%
Prudential Financial
169
Prudential Financial
New Jersey
$5.98M 157,852 +134,862 +587%
KWM
170
Kingsview Wealth Management
Oregon
$5.97M 163,663 +17,515 +12%
CAL
171
Capital Analysts LLC
Pennsylvania
$5.96M 163,360 +42,236 +35%
PFG
172
PAX Financial Group
Texas
$5.95M 163,166 +10,644 +7%
TFA
173
Tranquilli Financial Advisor
New Jersey
$5.95M 162,954 -2,967 -2%
OGF
174
Orin Green Financial
California
$5.9M 166,041 +2,484 +2%
MA
175
Mutual Advisors
Nebraska
$5.9M 161,648 -54,314 -25%
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