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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 %
HWM
251
Howard Wealth Management
Connecticut
$759K +$759K +27,494 New
Mirae Asset Global Investments
252
Mirae Asset Global Investments
South Korea
$737K +$93.2K +3,375 +14%
MWM
253
MBE Wealth Management
Wisconsin
$725K -$36.3K -1,314 -5%
NRI
254
NFP Retirement Inc
California
$721K +$721K +26,121 New
B
255
Bridgeworth
Alabama
$714K +$128K +4,624 +22%
HFS
256
Howard Financial Services
Texas
$699K -$984K -35,599 -58%
OMC
257
Old Mission Capital
Illinois
$647K -$968K -35,046 -60%
LW
258
Linscomb Wealth
Texas
$637K -$5.65M -204,436 -90%
BF
259
BOK Financial
Oklahoma
$627K +$55.5K +2,010 +10%
IA
260
IFG Advisors
Missouri
$614K +$86.8K +3,144 +16%
GP
261
Girard Partners
Pennsylvania
$610K +$36.6K +1,327 +6%
REMPR
262
Roof Eidam Maycock Peralta (REMP)
California
$600K -$224K -8,120 -27%
LA
263
LexAurum Advisors
Kansas
$598K +$334K +12,095 +126%
VF
264
Virtu Financial
New York
$573K +$573K +20,745 New
BFA
265
Beacon Financial Advisory
Ohio
$572K -$51.3K -1,859 -8%
BA
266
Ballast Advisors
Minnesota
$566K -$164K -5,928 -22%
JWCA
267
J.W. Cole Advisors
Florida
$563K +$563K +20,391 New
GFPC
268
Global Financial Private Client
Florida
$559K -$21.4K -771 -4%
FIM
269
Fernwood Investment Management
Massachusetts
$551K -$92.1K -3,333 -14%
CPA
270
Clear Perspective Advisors
Illinois
$544K +$30.2K +1,094 +6%
VCM
271
Virtue Capital Management
Tennessee
$539K +$539K +19,503 New
FHA
272
Flagship Harbor Advisors
Massachusetts
$510K +$37.9K +1,374 +8%
TWM
273
Trinity Wealth Management
Pennsylvania
$507K -$194K -7,008 -28%
KeyBank National Association
274
KeyBank National Association
Ohio
$506K -$290K -10,491 -36%
CC
275
Courier Capital
New York
$504K -$20K -715 -4%
9 10
11
12 13