SPDW icon

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 %
Creative Planning
1
Creative Planning
Kansas
$1.39B 38,050,139 +2,849,727 +8%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.01B 27,760,770 +4,014,738 +17%
AF
3
Allworth Financial
California
$398M 10,914,871 +788,918 +8%
LPL Financial
4
LPL Financial
California
$345M 9,459,970 +2,047,670 +28%
SMM
5
Stadion Money Management
Georgia
$284M 7,792,790 +235,760 +3%
TF
6
TIAA FSB
Florida
$236M 6,476,255 +407,747 +7%
State Street
7
State Street
Massachusetts
$197M 5,403,419 +1,111,730 +26%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$183M 5,028,710 -736,327 -13%
HI
9
Horizon Investments
North Carolina
$178M 4,866,299 +270,357 +6%
SEIA
10
Signature Estate & Investment Advisors
California
$158M 4,340,760 +283,217 +7%
Stifel Financial
11
Stifel Financial
Missouri
$138M 3,790,604 +2,317 +0.1%
PI
12
PFS Investments
Georgia
$121M 3,321,403 +239,876 +8%
PFO
13
Pathstone Family Office
New Jersey
$116M 3,153,326 +3,153,326 New
ACA
14
Aptus Capital Advisors
Alabama
$114M 3,112,760 +869,741 +39%
Osaic Holdings
15
Osaic Holdings
Arizona
$113M 3,093,245 +458,447 +17%
Bank of America
16
Bank of America
North Carolina
$112M 3,069,435 +154,486 +5%
AssetMark Inc
17
AssetMark Inc
California
$111M 3,034,789 +623,356 +26%
UBS Group
18
UBS Group
Switzerland
$106M 2,902,312 +153,199 +6%
BWM
19
Baystate Wealth Management
Massachusetts
$102M 2,807,853 +145,674 +5%
TC
20
TownSquare Capital
Utah
$101M 2,779,766 +202,851 +8%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$85.6M 2,346,188 -384,950 -14%
AA
22
Advisory Alpha
Michigan
$70.9M 1,943,589 +166,049 +9%
ACM
23
AlphaStar Capital Management
North Carolina
$67.6M 1,849,874 -403,722 -18%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$65.7M 1,801,225 +48,624 +3%
PAG
25
Private Advisor Group
New Jersey
$65.7M 1,799,820 +302,554 +20%
1
2 3 4 5