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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
1
Horizon Investments
North Carolina
$368M
2
Creative Planning
2
Creative Planning
Kansas
$943M
3
TF
3
TIAA FSB
Florida
$156M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$160M
5
PI
5
PFS Investments
Georgia
$122M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
State Street
2
State Street
Massachusetts
$125M
3
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.16M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$79M
5
A
5
AdvicePeriod
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
301
RDA Financial Network
Iowa
$353K +$3.87K +140 +1%
GIA
302
Gladstone Institutional Advisory
Florida
$350K +$350K +12,662 New
FFA
303
First Foundation Advisors
California
$342K – – –
SG
304
StoneX Group
New York
$342K +$342K +12,392 New
BWM
305
Bernicke Wealth Management
Wisconsin
$340K +$340K +12,318 New
SBL
306
Sargent Bickham Lagudis
Colorado
$331K – – –
FMWA
307
Forvis Mazars Wealth Advisors
Missouri
$330K -$195K -7,045 -37%
VAG
308
VisionPoint Advisory Group
Texas
$328K +$328K +11,417 New
HCMT
309
Highland Capital Management (Tennessee)
Tennessee
$319K – – –
FWM
310
FSA Wealth Management
Massachusetts
$316K +$21.3K +773 +7%
OSNBOA
311
Old Second National Bank of Aurora
Illinois
$307K -$329K -11,908 -52%
MWC
312
MBM Wealth Consultants
Missouri
$307K +$35K +1,265 +13%
SMFS
313
Squar Milner Financial Services
California
$299K +$41K +1,485 +16%
GVAG
314
Great Valley Advisor Group
Delaware
$298K +$298K +10,782 New
VC
315
Vicus Capital
Pennsylvania
$296K +$8.49K +307 +3%
PCS
316
Personal CFO Solutions
New Jersey
$295K +$295K +10,665 New
SMC
317
Smith, Moore & Co
Missouri
$293K – – –
NFG
318
Nations Financial Group
Iowa
$292K -$8.44K -306 -3%
RFA
319
Reilly Financial Advisors
California
$291K -$45.2K -1,638 -13%
JPMorgan Chase & Co
320
JPMorgan Chase & Co
New York
$291K -$13K -470 -4%
BFG
321
Beacon Financial Group
Texas
$289K -$18.9K -682 -6%
TSS
322
Two Sigma Securities
New York
$287K +$287K +10,404 New
PWM
323
Perigon Wealth Management
California
$285K -$71K -2,566 -20%
TF
324
TLWM Financial
Texas
$283K +$24.3K +896 +9%
Mercer Global Advisors
325
Mercer Global Advisors
Colorado
$280K -$143K -5,178 -34%
11 12
13
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