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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 %
AC
176
Anson Capital
Georgia
$5.89M 162,594 +162,594 New
HWA
177
Heartwood Wealth Advisors
Virginia
$5.82M 159,599 -31,909 -17%
RWI
178
Red Wave Investments
Pennsylvania
$5.79M 158,723 +3,392 +2%
KAM
179
Knightsbridge Asset Management
California
$5.78M 158,529 -254,812 -62%
MWM
180
McNaughton Wealth Management
California
$5.66M 155,503 +4,829 +3%
TFA
181
TPG Financial Advisors
Oregon
$5.65M 154,922 +14,626 +10%
FZCM
182
Flynn Zito Capital Management
New York
$5.59M 153,195 +153,195 New
FAM
183
Formidable Asset Management
Ohio
$5.52M 151,211 +6,847 +5%
IWC
184
Integrated Wealth Concepts
Massachusetts
$5.47M 149,940 +9,830 +7%
QA
185
Quantitative Advantage
Minnesota
$5.46M 149,679 +9,927 +7%
TB
186
Treynor Bancshares
Iowa
$5.4M 147,882 +147,882 New
OWM
187
Opes Wealth Management
California
$5.36M 146,868 +10,828 +8%
EA
188
Eclectic Associates
California
$5.28M 144,774 +16,835 +13%
FCG
189
Financial Connections Group
California
$5.23M 143,446 +143,446 New
JPMPWA
190
J.P. Morgan Private Wealth Advisors
California
$5.22M 143,156 +1,025 +0.7%
CW
191
CreativeOne Wealth
Kansas
$5.18M 141,897 +75,048 +112%
KAS
192
Kestra Advisory Services
Texas
$5.17M 141,725 -165,981 -54%
FPWM
193
FSB Premier Wealth Management
Iowa
$4.9M 134,275 +3,165 +2%
AFP
194
Ausdal Financial Partners
Iowa
$4.89M 134,123 +11,691 +10%
MHR
195
Matthew Hamilton Rosenberg
$4.88M 133,776 +6,991 +6%
NB
196
NBT Bank
New York
$4.83M 132,453 +15 +0%
PIFP
197
Partners in Financial Planning
Virginia
$4.79M 136,784 +3,984 +3%
WAM
198
WNY Asset Management
New York
$4.78M 130,911 +4,719 +4%
EF
199
Empowered Funds
Pennsylvania
$4.78M 130,938 +102,269 +357%
GM
200
GeoWealth Management
Illinois
$4.71M 129,118 +22,964 +22%
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