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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

409 hedge funds and large institutions have $4.85B invested in SPDR Portfolio Developed World ex-US ETF in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 176 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+15
Holders Change %
+3.81%
% of All Funds
8.41%
Holding in Top 10
61
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.91%
% of All Funds
1.25%
New
62
Increased
176
Reduced
140
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
$368M
2
Creative Planning
Creative Planning
Kansas
$943M
3
TF
TIAA FSB
Florida
$156M
4
Financial Engines Advisors
Financial Engines Advisors
California
$160M
5
PI
PFS Investments
Georgia
$122M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
State Street
State Street
Massachusetts
$125M
3
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.16M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$79M
5
A
AdvicePeriod
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
226
Integrated Wealth Concepts
Massachusetts
$963K +$97.2K +3,521 +11%
CA
227
Cetera Advisors
Colorado
$957K -$333K -12,039 -26%
NA
228
NewEdge Advisors
Louisiana
$956K +$448K +16,219 +88%
Principal Financial Group
229
Principal Financial Group
Iowa
$944K -$544K -19,697 -37%
TIM
230
Tortoise Investment Management
New York
$941K -$450K -16,305 -32%
PA
231
Parallel Advisors
California
$938K +$2.54K +92 +0.3%
First Manhattan
232
First Manhattan
New York
$934K +$157K +5,700 +20%
PFGIA
233
Patriot Financial Group Insurance Agency
Massachusetts
$931K +$70.1K +2,539 +8%
S
234
Surevest
California
$906K -$473K -17,126 -34%
V
235
Veritable
Delaware
$901K +$344K +12,445 +62%
HPWM
236
Highland Private Wealth Management
Washington
$900K +$6.22K +225 +0.7%
AIC
237
Ameritas Investment Company
Nebraska
$881K -$75K -2,717 -8%
RCAG
238
Rehmann Capital Advisory Group
Michigan
$852K -$1.78M -63,917 -68%
NWM
239
Northwest Wealth Management
Iowa
$821K +$11.1K +402 +1%
IAN
240
Integrated Advisors Network
Texas
$810K +$810K +29,312 New
NB
241
Nicolet Bankshares
Wisconsin
$806K – – –
SFS
242
Sowell Financial Services
Arkansas
$800K -$47.6K -1,724 -6%
GL
243
Graypoint LLC
New York
$799K +$799K +28,911 New
HR
244
Howe & Rusling
New York
$798K -$31.3K -1,135 -4%
SSWM
245
Sheets Smith Wealth Management
North Carolina
$795K +$223K +8,089 +39%
ASN
246
Advisory Services Network
Georgia
$786K +$437K +15,826 +125%
PFM
247
Phillips Financial Management
Indiana
$778K -$54.7K -1,981 -7%
VBFP
248
Valtinson Bruner Financial Planning
Minnesota
$769K +$769K +26,415 New
EGA
249
E&G Advisors
Texas
$764K -$33.8K -1,225 -4%
RPSA
250
Richard P. Slaughter Associates
Texas
$764K +$222K +8,019 +41%
8 9
10
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