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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

531 hedge funds and large institutions have $6.93B invested in SPDR Portfolio Developed World ex-US ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 223 increasing their positions, 169 reducing their positions, and 22 closing their positions.

Holders
531
Holders Change
+44
Holders Change %
+9.03%
% of All Funds
9.35%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
1.2%
New
69
Increased
223
Reduced
169
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$149M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$606M
3
PI
3
PFS Investments
Georgia
$81.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$191M
5
Stifel Financial
5
Stifel Financial
Missouri
$115M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$8.46M
2
Jane Street
2
Jane Street
New York
$19.6M
3
State Street
3
State Street
Massachusetts
$164M
4
SMM
4
Stadion Money Management
Georgia
$309M
5
SL
5
Systelligence LLC
Minnesota
$9.53M
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
201
Integrated Wealth Concepts
Massachusetts
$3.24M 91,698 +34,200 +59%
CSPIA
202
Cary Street Partners Investment Advisory
Virginia
$3.17M 89,544 -2,523 -3%
LWP
203
Legacy Wealth Partners
California
$3.09M 87,247 +4,861 +6%
AO
204
Advisor OS
Illinois
$3.05M 86,310 -40,231 -32%
22CM
205
20/20 Capital Management
California
$3.03M 85,748 -8,430 -9%
RIM
206
Rockbridge Investment Management
New York
$3.03M 85,587 -4,857 -5%
PWA
207
Peterson Wealth Advisors
Utah
$3M 84,788 +5,081 +6%
CAC
208
Certified Advisory Corp
Florida
$2.99M 84,581 +84,581 New
MCWS
209
McKinley Carter Wealth Services
West Virginia
$2.98M 84,367 +84,367 New
KAS
210
Kestra Advisory Services
Texas
$2.97M 83,979 +40,610 +94%
SW
211
SkyOak Wealth
Michigan
$2.94M 79,705 -20,486 -20%
G
212
Gainplan
Michigan
$2.94M 83,246 +5,544 +7%
JWA
213
JFS Wealth Advisors
Pennsylvania
$2.92M 82,601 +11 +0%
WFS
214
Weitzel Financial Services
Iowa
$2.84M 78,555 -2,344 -3%
HR
215
Hayden Royal
North Carolina
$2.75M 77,822 +77,822 New
SB
216
Strategic Blueprint
Georgia
$2.67M 75,547 +10,159 +16%
RPCA
217
Running Point Capital Advisors
California
$2.66M 75,152 -6,160 -8%
OC
218
Oarsman Capital
Wisconsin
$2.64M 74,613 -38,722 -34%
QWM
219
QP Wealth Management
New Jersey
$2.63M 74,475 +74,475 New
FC
220
Financial Consulate
Maryland
$2.59M 73,142 -1,297 -2%
BEI
221
Benjamin Edwards Inc
Missouri
$2.58M 73,031 +32,545 +80%
AAS
222
Annex Advisory Services
Wisconsin
$2.57M 72,627 -30,919 -30%
ACG
223
Allen Capital Group
Nebraska
$2.52M 71,162 -78,197 -52%
BPA
224
Beacon Pointe Advisors
California
$2.32M 65,789 +686 +1%
William Blair & Company
225
William Blair & Company
Illinois
$2.31M 65,368 – –
7 8
9
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