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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 %
EK
301
Evensky & Katz
Florida
$385K 13,153 -469 -3%
NGA
302
Naples Global Advisors
Florida
$383K 13,088 – –
RFN
303
RDA Financial Network
Iowa
$375K 12,829 +49 +0.4%
JWCA
304
J.W. Cole Advisors
Florida
$365K 12,488 -7,903 -39%
FFA
305
First Foundation Advisors
California
$362K 12,382 – –
PWM
306
Perigon Wealth Management
California
$359K 12,258 +1,954 +19%
SBL
307
Sargent Bickham Lagudis
Colorado
$351K 11,979 – –
FMWA
308
Forvis Mazars Wealth Advisors
Missouri
$349K 11,931 – –
KCPG
309
Kavar Capital Partners Group
Kansas
$342K 11,676 -2,823 -19%
WWM
310
Western Wealth Management
Colorado
$342K 11,684 +11,684 New
HCMT
311
Highland Capital Management (Tennessee)
Tennessee
$338K 11,555 – –
OSNBOA
312
Old Second National Bank of Aurora
Illinois
$329K 11,241 +114 +1%
MWC
313
MBM Wealth Consultants
Missouri
$324K 11,054 -50 -0.5%
FWM
314
FSA Wealth Management
Massachusetts
$311K 10,625 -826 -7%
SMC
315
Smith, Moore & Co
Missouri
$311K 10,625 – –
RPG
316
Resource Planning Group
Georgia
$308K 10,513 +2,720 +35%
TCM
317
Telos Capital Management
California
$305K 10,430 +1,688 +19%
RFA
318
Reilly Financial Advisors
California
$300K 10,258 -279 -3%
NFG
319
Nations Financial Group
Iowa
$295K 10,091 -494 -5%
ATPW
320
Ashton Thomas Private Wealth
Arizona
$293K 10,000 +10,000 New
BFG
321
Beacon Financial Group
Texas
$292K 9,992 -461 -4%
FFN
322
Focus Financial Network
Minnesota
$291K 9,957 +1,655 +20%
TF
323
TLWM Financial
Texas
$289K 10,195 -219 -2%
Northern Trust
324
Northern Trust
Illinois
$280K 9,564 – –
CCM
325
Condor Capital Management
New Jersey
$271K 9,279 -5,257 -36%
11 12
13
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