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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 %
PC
276
Port Capital
Illinois
$497K +$497K +18,000 New
PG
277
Prostatis Group
Maryland
$491K +$209K +7,550 +74%
HF
278
Halpern Financial
Virginia
$475K +$29.1K +1,053 +7%
CIA
279
Compass Ion Advisors
Pennsylvania
$469K -$6.24K -226 -1%
APA
280
American Portfolios Advisors
New York
$462K +$45K +1,630 +11%
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$454K +$454K +16,420 New
WWM
282
WT Wealth Management
Arizona
$450K +$450K +16,293 New
DAS
283
Dynamic Advisor Solutions
Arizona
$447K -$24.2K -875 -5%
UAS
284
United Asset Strategies
New York
$437K -$354K -12,807 -45%
AWM
285
Avior Wealth Management
Nebraska
$433K -$73.3K -2,659 -14%
TPA
286
Trivium Point Advisory
Connecticut
$428K -$256K -8,978 -37%
VHAM
287
Van Hulzen Asset Management
California
$417K -$96.5K -3,490 -19%
AIA
288
Arcadia Investment Advisors
Idaho
$405K -$52.6K -1,903 -11%
AF
289
Aldebaran Financial
$401K -$373K -13,485 -48%
CCM
290
Condor Capital Management
New Jersey
$401K +$883 +32 +0.2%
KCPG
291
Kavar Capital Partners Group
Kansas
$400K +$159K +5,763 +66%
VFA
292
Voya Financial Advisors
Connecticut
$384K +$75.7K +2,737 +25%
DI
293
DFPG Investments
Utah
$377K -$45.9K -1,635 -11%
EK
294
Evensky & Katz
Florida
$376K -$147K -5,325 -28%
CPA
295
Capital Planning Advisors
California
$375K +$134K +4,860 +56%
Janney Montgomery Scott
296
Janney Montgomery Scott
Pennsylvania
$371K +$635 +23 +0.2%
FHC
297
First Heartland Consultants
Missouri
$370K +$370K +13,392 New
AIM
298
Anchor Investment Management
South Carolina
$366K – – –
JSL
299
JT Stratford LLC
Georgia
$362K +$362K +13,108 New
NGA
300
Naples Global Advisors
Florida
$361K +$2.76K +100 +0.8%
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