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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 %
PFM
251
Phillips Financial Management
Indiana
$823K -$1.2K -41 -0.1%
HR
252
Howe & Rusling
New York
$809K -$37.3K -1,273 -4%
First Manhattan
253
First Manhattan
New York
$794K -$196K -6,700 -20%
EGA
254
E&G Advisors
Texas
$789K -$20K -685 -2%
NRI
255
NFP Retirement Inc
California
$786K +$21.9K +750 +3%
HWM
256
Howard Wealth Management
Connecticut
$785K -$19K -651 -2%
B
257
Bridgeworth
Alabama
$772K +$15.8K +540 +2%
V
258
Veritable
Delaware
$759K -$196K -6,700 -21%
FHC
259
First Heartland Consultants
Missouri
$740K +$348K +11,892 +89%
MWM
260
MBE Wealth Management
Wisconsin
$726K +$580 +21 +0.1%
LA
261
LexAurum Advisors
Kansas
$722K +$88.3K +3,016 +14%
HFS
262
Howard Financial Services
Texas
$720K -$19.9K -681 -3%
PG
263
Prostatis Group
Maryland
$717K +$197K +6,725 +38%
FGA
264
Fortis Group Advisors
New Jersey
$699K +$699K +23,906 New
FHA
265
Flagship Harbor Advisors
Massachusetts
$695K +$154K +5,266 +28%
HF
266
Halpern Financial
Virginia
$691K +$188K +6,430 +37%
BF
267
BOK Financial
Oklahoma
$686K +$21.6K +738 +3%
KAS
268
Kestra Advisory Services
Texas
$676K +$676K +21,522 New
GP
269
Girard Partners
Pennsylvania
$662K +$15.6K +532 +2%
IA
270
IFG Advisors
Missouri
$650K – – –
REMPR
271
Roof Eidam Maycock Peralta (REMP)
California
$636K – – –
VPIM
272
Vanguard Personalized Indexing Management
California
$629K +$629K +21,490 New
Franklin Resources
273
Franklin Resources
California
$599K +$599K +20,486 New
GVAG
274
Great Valley Advisor Group
Delaware
$593K +$278K +9,494 +88%
TC
275
TAP Consulting
Missouri
$567K +$279K +9,532 +97%
9 10
11
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