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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

407 hedge funds and large institutions have $3.33B invested in SPDR Portfolio Developed World ex-US ETF in 2019 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 173 increasing their positions, 96 reducing their positions, and 15 closing their positions.

Holders
407
Holders Change
+86
Holders Change %
+26.79%
% of All Funds
8.04%
Holding in Top 10
56
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+64.71%
% of All Funds
1.11%
New
105
Increased
173
Reduced
96
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$202M
2
PI
2
PFS Investments
Georgia
$130M
3
GC
3
Grimes & Company
Massachusetts
$52.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$103M
5
SMM
5
Stadion Money Management
Georgia
$362M

Top Sellers

1
BWM
1
Baystate Wealth Management
Massachusetts
$103M
2
GI
2
Gradient Investments
Minnesota
$14.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
NAS
4
Nicolet Advisory Services
Wisconsin
$32.3M
5
Axa
5
Axa
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
326
Voya Financial Advisors
Connecticut
$263K 8,438 +8,438 New
PWPS
327
Pinnacle Wealth Planning Services
Ohio
$262K 8,376 +300 +4%
ODG
328
O'Dell Group
Ohio
$259K 8,264 – –
RPGK
329
Retirement Planning Group (Kansas)
Kansas
$257K 8,185 +134 +2%
ACI
330
Alpha Cubed Investments
California
$256K 8,176 -31 -0.4%
MWC
331
MBM Wealth Consultants
Missouri
$254K 8,147 +639 +9%
TCM
332
Telos Capital Management
California
$245K 7,800 +86 +1%
KCPG
333
Kavar Capital Partners Group
Kansas
$242K 7,706 +7,706 New
Brown Advisory
334
Brown Advisory
Maryland
$241K 7,677 +7,677 New
IWS
335
Insight Wealth Strategies
California
$239K 7,625 +7,625 New
OIA
336
OneDigital Investment Advisors
Kansas
$236K 7,523 +246 +3%
SPC
337
Sigma Planning Corp
Michigan
$235K 7,483 +7,483 New
HIM
338
Hanlon Investment Management
New Jersey
$233K 7,436 +7,436 New
FFN
339
Focus Financial Network
Minnesota
$232K 7,415 -15,779 -68%
DWM
340
Darwin Wealth Management
Florida
$231K 7,371 -2,390 -24%
CA
341
Calton & Associates
Florida
$224K 7,135 +7,135 New
UB
342
UMB Bank
Missouri
$220K 7,004 +7,004 New
OPA
343
Old Port Advisors
Maine
$218K 6,944 +6,944 New
JWCA
344
J.W. Cole Advisors
Florida
$217K 6,911 +6,911 New
CFG
345
Citizens Financial Group
Rhode Island
$214K 6,813 – –
PP
346
PrairieView Partners
Minnesota
$211K 6,728 -2,806 -29%
MWPCG
347
Measured Wealth Private Client Group
New Hampshire
$201K 6,404 -393 -6%
MFG
348
Merit Financial Group
Georgia
$200K 6,386 +6,386 New
Fidelity Investments
349
Fidelity Investments
Massachusetts
$199K 6,365 +1,222 +24%
WP
350
WealthShield Partners
North Carolina
$198K 6,310 -930 -13%
12 13
14
15 16