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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SFPM
251
Sensible Financial Planning & Management
Massachusetts
$705K 22,493 +12,616 +128%
WFA
252
Wade Financial Advisory
California
$703K 22,409 +22,409 New
HWA
253
Heartwood Wealth Advisors
Virginia
$701K 22,366 +22,366 New
FPCP
254
Fort Point Capital Partners
California
$699K 22,282 – –
CAC
255
Certified Advisory Corp
Florida
$698K 22,261 +6,215 +39%
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
– – – –
PA
257
PFG Advisors
Arizona
$692K 22,092 -1,185 -5%
VHAM
258
Van Hulzen Asset Management
California
$673K 21,460 -1,950 -8%
SFS
259
Sowell Financial Services
Arkansas
$673K 21,458 -1,242 -5%
CWM
260
Cornerstone Wealth Management
Missouri
$664K 21,167 +7,527 +55%
AW
261
ACG Wealth
Georgia
$659K 21,036 -19,830 -49%
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
$653K 20,817 +4,810 +30%
DAS
263
Dynamic Advisor Solutions
Arizona
$623K 19,867 -9,257 -32%
JSL
264
JT Stratford LLC
Georgia
$608K 19,397 +2,145 +12%
FMWA
265
Forvis Mazars Wealth Advisors
Missouri
$595K 18,976 – –
TPA
266
Trivium Point Advisory
Connecticut
$582K 18,579 +1,739 +10%
HB
267
Homrich & Berg
Georgia
$576K 18,364 -3,146 -15%
GFPC
268
Global Financial Private Client
Florida
$549K 17,521 +17,521 New
BCM
269
Boltwood Capital Management
California
$544K 17,345 +6,636 +62%
CPA
270
Clear Perspective Advisors
Illinois
$534K 17,036 -8,896 -34%
Mirae Asset Global Investments
271
Mirae Asset Global Investments
South Korea
$530K 16,912 +16,912 New
JWA
272
JFS Wealth Advisors
Pennsylvania
$527K 16,807 +201 +1%
DI
273
DFPG Investments
Utah
$523K 16,582 -243 -1%
PWM
274
Perigon Wealth Management
California
$522K 16,633 +171 +1%
CS
275
Cannell & Spears
New York
$518K 16,535 – –
9 10
11
12 13