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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

487 hedge funds and large institutions have $5.79B invested in SPDR Portfolio Developed World ex-US ETF in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 197 increasing their positions, 145 reducing their positions, and 23 closing their positions.

Holders
487
Holders Change
+72
Holders Change %
+17.35%
% of All Funds
8.64%
Holding in Top 10
59
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.27%
% of All Funds
1.05%
New
100
Increased
197
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$444M
2
AF
2
Allworth Financial
California
$274M
3
State Street
3
State Street
Massachusetts
$176M
4
Stifel Financial
4
Stifel Financial
Missouri
$56.6M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$22.2M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$122M
4
AssetMark Inc
4
AssetMark Inc
California
$106M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$49.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SMA
276
Sage Mountain Advisors
Georgia
$930K 27,570 +27,570 New
HWM
277
Howard Wealth Management
Connecticut
$916K 27,149 +306 +1%
TIM
278
Tortoise Investment Management
New York
$912K 27,025 -7,025 -21%
EGA
279
E&G Advisors
Texas
$908K 26,901 -70 -0.3%
B
280
Bridgeworth
Alabama
$896K 26,555 +160 +0.6%
MWM
281
MBE Wealth Management
Wisconsin
$883K 26,188 -102 -0.4%
V
282
Veritable
Delaware
$875K 25,935 – –
MFA
283
McClarren Financial Advisors
Pennsylvania
$857K 25,404 +25,404 New
NRI
284
NFP Retirement Inc
California
$853K 25,262 -1,609 -6%
LA
285
LexAurum Advisors
Kansas
$852K 25,233 +559 +2%
GP
286
Girard Partners
Pennsylvania
$829K 24,591 +1,964 +9%
BF
287
BOK Financial
Oklahoma
$825K 24,453 +1,013 +4%
HFS
288
Howard Financial Services
Texas
$783K 23,203 -1,417 -6%
Millennium Management
289
Millennium Management
New York
$783K 23,187 +14,719 +174%
BA
290
Ballast Advisors
Minnesota
$776K 22,997 +4,143 +22%
SWP
291
Strategic Wealth Partners
Ohio
$758K 22,459 -29,362 -57%
IA
292
IFG Advisors
Missouri
$758K 22,452 +211 +0.9%
FHC
293
First Heartland Consultants
Missouri
$734K 21,756 -3,528 -14%
HF
294
Halpern Financial
Virginia
$728K 21,582 -2,029 -9%
VPIM
295
Vanguard Personalized Indexing Management
California
$725K 21,489 -1 -0%
TC
296
TAP Consulting
Missouri
$725K 21,471 +2,094 +11%
HF
297
HRT Financial
New York
$720K 21,362 +21,362 New
NS
298
Newman & Schimel
Illinois
$716K 21,209 +21,209 New
PCA
299
Personal Capital Advisors
California
$710K 21,038 +21,038 New
UAS
300
United Asset Strategies
New York
$697K 20,642 +5,197 +34%
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12
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