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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 %
VC
326
Vicus Capital
Pennsylvania
$271K 9,250 -1,454 -14%
CA
327
Calton & Associates
Florida
$270K 9,239 +1,077 +13%
VCM
328
Virtue Capital Management
Tennessee
$269K 9,180 -10,323 -53%
W
329
WealthOne
New York
$266K 9,080 +9,080 New
Mercer Global Advisors
330
Mercer Global Advisors
Colorado
$256K 8,755 -1,381 -14%
SPC
331
Sigma Planning Corp
Michigan
$256K 8,757 +8,757 New
GSWM
332
Golden State Wealth Management
California
$256K 8,760 +8,760 New
TF
333
TimeScale Financial
Massachusetts
$255K 8,658 – –
OCM
334
Orleans Capital Management
Louisiana
$249K 8,500 – –
OIA
335
OneDigital Investment Advisors
Kansas
$247K 8,434 -112 -1%
DA
336
Detalus Advisors
Missouri
$247K 8,441 +762 +10%
AAS
337
Avantax Advisory Services
Texas
$247K 8,409 +8,409 New
PFA
338
Plotkin Financial Advisors
Maryland
$244K 8,352 +8,352 New
RWP
339
RWA Wealth Partners
Massachusetts
$242K 8,262 +180 +2%
WP
340
WealthPLAN Partners
Nebraska
$241K 7,696 -1,158 -13%
IWC
341
Integrated Wealth Concepts
Massachusetts
$240K 8,198 -26,677 -76%
CS
342
Cannell & Spears
New York
$237K 8,087 – –
OPA
343
Old Port Advisors
Maine
$236K 8,082 +262 +3%
AP
344
Advisor Partners
California
$236K 8,045 +8,045 New
NA
345
Nottingham Advisors
New York
$231K 7,897 +16 +0.2%
ASW
346
Astoria Strategic Wealth
Texas
$230K 7,733 +7,733 New
WA
347
WBH Advisory
Maryland
$229K 7,827 +7,827 New
YAL
348
Your Advocates Ltd
Texas
$228K 7,776 -251 -3%
AF
349
Affiance Financial
Minnesota
$226K 7,725 – –
WWM
350
Windsor Wealth Management
Indiana
$225K 7,648 +70 +0.9%
12 13
14
15 16