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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

415 hedge funds and large institutions have $5.09B invested in SPDR Portfolio Developed World ex-US ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 172 increasing their positions, 149 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+6
Holders Change %
+1.47%
% of All Funds
8.4%
Holding in Top 10
55
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.84%
% of All Funds
1.11%
New
42
Increased
172
Reduced
149
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$260M
2
AssetMark Inc
2
AssetMark Inc
California
$146M
3
ACM
3
AlphaStar Capital Management
North Carolina
$50.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$175M
5
FI
5
FormulaFolio Investments
Michigan
$42.6M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$237M
2
Jane Street
2
Jane Street
New York
$51.7M
3
State Street
3
State Street
Massachusetts
$93M
4
AIA
4
Angeles Investment Advisors
California
$0
5
Creative Planning
5
Creative Planning
Kansas
$983M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
226
Capital Asset Advisory Services
Michigan
$1.15M -$36K -1,228 -3%
SWA
227
Stratos Wealth Advisors
Ohio
$1.14M -$52.5K -1,796 -4%
BAM
228
Belpointe Asset Management
Nevada
$1.12M +$895K +30,570 +399%
NA
229
NewEdge Advisors
Louisiana
$1.11M +$98K +3,348 +10%
RCAG
230
Rehmann Capital Advisory Group
Michigan
$1.08M +$186K +6,365 +21%
YIA
231
YHB Investment Advisors
Connecticut
$1.08M +$1.08M +36,724 New
PA
232
Parallel Advisors
California
$1.07M +$80.1K +2,738 +8%
Bank of New York Mellon
233
Bank of New York Mellon
New York
$1.07M -$3.42K -117 -0.3%
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M +$78.4K +2,680 +8%
OCG
235
Opus Capital Group
Ohio
$1.04M +$1.04M +35,581 New
PFA
236
Professional Financial Advisors
Nebraska
$999K -$12.9K -456 -1%
TIM
237
Tortoise Investment Management
New York
$996K -$585 -20 -0.1%
CA
238
Cetera Advisors
Colorado
$974K -$39.5K -1,351 -4%
SFS
239
Sowell Financial Services
Arkansas
$967K +$120K +4,086 +14%
S
240
Surevest
California
$959K -$1.61K -55 -0.2%
Principal Financial Group
241
Principal Financial Group
Iowa
$958K -$41.3K -1,412 -4%
HPWM
242
Highland Private Wealth Management
Washington
$953K – – –
Mirae Asset Global Investments
243
Mirae Asset Global Investments
South Korea
$941K +$160K +5,464 +20%
AFAS
244
Acorn Financial Advisory Services
Virginia
$939K -$297K -10,164 -24%
ASN
245
Advisory Services Network
Georgia
$916K +$82.8K +2,828 +10%
NWM
246
Northwest Wealth Management
Iowa
$913K +$43.5K +1,485 +5%
AIC
247
Ameritas Investment Company
Nebraska
$881K – – –
FAAS
248
First Allied Advisory Services
California
$863K -$6.48M -221,413 -88%
NB
249
Nicolet Bankshares
Wisconsin
$854K – – –
SSWM
250
Sheets Smith Wealth Management
North Carolina
$843K +$1.05K +36 +0.1%
8 9
10
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