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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 %
NFG
351
Next Financial Group
Texas
$225K 7,695 +7,695 New
CIA
352
Compass Ion Advisors
Pennsylvania
$219K 7,487 -9,498 -56%
Citigroup
353
Citigroup
New York
$217K 7,429 +2,370 +47%
MI
354
Moneywise Inc
Virginia
$215K 7,360 – –
GDP
355
Great Diamond Partners
Maine
$215K 7,376 +120 +2%
JPMorgan Chase & Co
356
JPMorgan Chase & Co
New York
$211K 7,202 -3,325 -32%
Cetera Investment Advisers
357
Cetera Investment Advisers
Illinois
$210K 7,192 -512 -7%
SSWM
358
Smith Salley Wealth Management
North Carolina
$203K 6,930 +6,930 New
RWB
359
RMR Wealth Builders
New Jersey
$201K 6,885 +6,885 New
PP
360
PrairieView Partners
Minnesota
$159K 5,432 -115 -2%
LPIC
361
LeJeune Puetz Investment Counsel
Michigan
$124K 4,250 – –
MLFP
362
MPS Loria Financial Planners
Illinois
$116K 3,968 -124 -3%
WP
363
WealthShield Partners
North Carolina
$112K 3,812 +3,812 New
SPIA
364
Steward Partners Investment Advisory
New York
$103K 3,520 +1,500 +74%
LFG
365
LifePlan Financial Group
Ohio
$91K 3,104 – –
BlackRock
366
BlackRock
New York
$79K 2,708 +974 +56%
CHAM
367
Clear Harbor Asset Management
Connecticut
$77.9K 2,663 +2,663 New
FA
368
Faithward Advisors
Pennsylvania
$73K 2,500 -2,100 -46%
CFB
369
Cullen/Frost Bankers
Texas
$73K 2,500 – –
CFGS
370
Concourse Financial Group Securities
Alabama
$70K 2,409 – –
BC
371
Bartlett & Co
Ohio
$69K 2,351 +2,351 New
BCWM
372
Bartlett & Co Wealth Management
Ohio
$68.8K 2,351 +2,351 New
TRCT
373
Tower Research Capital (TRC)
New York
$66K 2,243 -4,591 -67%
SL
374
Savior LLC
Massachusetts
$64K 2,183 +1,876 +611%
FWP
375
FAS Wealth Partners
Kansas
$57K 1,931 -114 -6%
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15
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