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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 %
Franklin Resources
301
Franklin Resources
California
$691K 20,486 – –
CFAM
302
Center For Asset Management
Florida
$653K 19,346 +19,346 New
TWM
303
Trinity Wealth Management
Pennsylvania
$640K 18,952 +18,952 New
BFA
304
Beacon Financial Advisory
Ohio
$629K 18,665 -699 -4%
KeyBank National Association
305
KeyBank National Association
Ohio
$618K 18,325 – –
Cetera Investment Advisers
306
Cetera Investment Advisers
Illinois
$618K 18,305 +11,113 +155%
SG
307
StoneX Group
New York
$609K 18,051 +4,127 +30%
PC
308
Port Capital
Illinois
$607K 18,000 – –
Fidelity Investments
309
Fidelity Investments
Massachusetts
$593K 17,576 +874 +5%
Legacy Financial Group (Iowa)
310
Legacy Financial Group (Iowa)
Iowa
$588K 17,422 +17,422 New
Janney Montgomery Scott
311
Janney Montgomery Scott
Pennsylvania
$575K 17,037 +1,000 +6%
FIM
312
Fernwood Investment Management
Massachusetts
$554K 16,422 -221 -1%
CTC
313
Central Trust Company
Missouri
$547K 16,201 +16,201 New
OIA
314
OneDigital Investment Advisors
Kansas
$544K 15,922 +7,488 +89%
CCA
315
Checchi Capital Advisers
California
$539K 15,972 +15,972 New
EWM
316
Echo Wealth Management
Minnesota
$535K 15,843 +15,843 New
PG
317
Prostatis Group
Maryland
$529K 15,671 -8,848 -36%
TPA
318
Trivium Point Advisory
Connecticut
$523K 15,013 -800 -5%
M&T Bank
319
M&T Bank
New York
$521K 15,427 +15,427 New
PP
320
Pacifica Partners
Canada
$517K 15,465 +905 +6%
WWM
321
Western Wealth Management
Colorado
$501K 14,838 +3,154 +27%
WWM
322
WT Wealth Management
Arizona
$496K 14,701 -203 -1%
AIA
323
Arcadia Investment Advisors
Idaho
$494K 14,646 – –
MIAN
324
Mariner Independent Advisor Network
Kansas
$494K 14,631 +14,631 New
PFA
325
Pinnacle Family Advisors
Missouri
$494K 14,647 +14,647 New
11 12
13
14 15