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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BFA
276
Beacon Financial Advisory
Ohio
$566K 19,364 -1,373 -7%
BA
277
Ballast Advisors
Minnesota
$552K 18,854 -1,623 -8%
KeyBank National Association
278
KeyBank National Association
Ohio
$536K 18,325 – –
PC
279
Port Capital
Illinois
$527K 18,000 – –
CC
280
Courier Capital
New York
$496K 16,300 -1,705 -9%
Fidelity Investments
281
Fidelity Investments
Massachusetts
$489K 16,702 +7,293 +78%
FIM
282
Fernwood Investment Management
Massachusetts
$487K 16,643 -3,299 -17%
GSC
283
G&S Capital
Colorado
$480K 16,415 +16,415 New
DAS
284
Dynamic Advisor Solutions
Arizona
$474K 16,192 – –
Janney Montgomery Scott
285
Janney Montgomery Scott
Pennsylvania
$469K 16,037 +2,590 +19%
TPA
286
Trivium Point Advisory
Connecticut
$463K 15,813 +776 +5%
APA
287
American Portfolios Advisors
New York
$454K 15,501 -1,209 -7%
UAS
288
United Asset Strategies
New York
$452K 15,445 -373 -2%
WWM
289
WT Wealth Management
Arizona
$436K 14,904 -1,389 -9%
AIA
290
Arcadia Investment Advisors
Idaho
$429K 14,646 – –
PP
291
Pacifica Partners
Canada
$426K 14,560 +8,335 +134%
VHAM
292
Van Hulzen Asset Management
California
$425K 14,538 -542 -4%
VAG
293
VisionPoint Advisory Group
Texas
$422K 14,411 +2,994 +26%
KC
294
Kingfisher Capital
North Carolina
$420K 14,338 +14,338 New
SG
295
StoneX Group
New York
$407K 13,924 +1,532 +12%
OCM
296
Oakwood Capital Management
California
$407K 13,914 +4,636 +50%
JSL
297
JT Stratford LLC
Georgia
$399K 13,640 +532 +4%
DI
298
DFPG Investments
Utah
$396K 13,268 -167 -1%
AWM
299
Avior Wealth Management
Nebraska
$395K 13,523 -2,187 -14%
AIM
300
Anchor Investment Management
South Carolina
$388K 13,250 – –
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12
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