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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

407 hedge funds and large institutions have $3.33B invested in SPDR Portfolio Developed World ex-US ETF in 2019 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 173 increasing their positions, 96 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+86
Holders Change %
+26.79%
% of All Funds
8.04%
Holding in Top 10
56
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+64.71%
% of All Funds
1.11%
New
105
Increased
173
Reduced
96
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$202M
2
PI
2
PFS Investments
Georgia
$130M
3
GC
3
Grimes & Company
Massachusetts
$52.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$103M
5
SMM
5
Stadion Money Management
Georgia
$362M

Top Sellers

1
BWM
1
Baystate Wealth Management
Massachusetts
$103M
2
GI
2
Gradient Investments
Minnesota
$14.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
NAS
4
Nicolet Advisory Services
Wisconsin
$32.3M
5
Axa
5
Axa
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
226
Trinity Wealth Management
Pennsylvania
$951K +$951K +30,339 New
PFM
227
Phillips Financial Management
Indiana
$949K – – –
REMPR
228
Roof Eidam Maycock Peralta (REMP)
California
$948K – – –
CW
229
CreativeOne Wealth
Kansas
$943K +$341K +10,881 +57%
IWC
230
Integrated Wealth Concepts
Massachusetts
$936K +$59.4K +1,894 +7%
NB
231
Nicolet Bankshares
Wisconsin
$915K – – –
Fiera Capital (Canada)
232
Fiera Capital (Canada)
Quebec, Canada
$909K – – –
WP
233
WealthSource Partners
California
$908K -$1.86M -59,485 -67%
TIM
234
Tortoise Investment Management
New York
$904K – – –
IWMA
235
Ironwood Wealth Management (Arizona)
Arizona
$885K -$32.5K -1,038 -4%
CS
236
Capital Square
Tennessee
$877K +$877K +27,980 New
KeyBank National Association
237
KeyBank National Association
Ohio
$876K -$75.8K -2,418 -8%
UAS
238
United Asset Strategies
New York
$872K -$606K -19,341 -41%
MGIA
239
Moneta Group Investment Advisors
Missouri
$852K -$31.1K -991 -4%
RWP
240
RWA Wealth Partners
Massachusetts
$832K – – –
LI
241
LVZ Inc
Michigan
$820K +$3.04K +97 +0.4%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$809K +$631K +20,116 +353%
HR
243
Howe & Rusling
New York
$807K +$37.1K +1,183 +5%
BFA
244
Beacon Financial Advisory
Ohio
$787K +$787K +25,106 New
BA
245
Ballast Advisors
Minnesota
$776K +$776K +24,765 New
SWP
246
Stratos Wealth Partners
Ohio
$763K +$298K +9,496 +64%
CWM
247
Cabot Wealth Management
Massachusetts
$752K +$4.23K +135 +0.6%
OSNBOA
248
Old Second National Bank of Aurora
Illinois
$735K -$12.6K -401 -2%
PWMG
249
Prestige Wealth Management Group
New Jersey
$734K +$73.5K +2,343 +11%
FIM
250
Fernwood Investment Management
Massachusetts
$734K +$100K +3,198 +16%
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