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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 %
AF
426
Aldebaran Financial
– – -14,515 Closed
CPA
427
Capital Planning Advisors
California
– – -13,559 Closed
SMFS
428
Squar Milner Financial Services
California
– – -10,817 Closed
TSS
429
Two Sigma Securities
New York
– – -10,404 Closed
CF
430
Centaurus Financial
California
– – -8,714 Closed
QIM
431
Quantitative Investment Management
Virginia
– – -8,188 Closed
PA
432
Procyon Advisors
Connecticut
– – -8,000 Closed
HF
433
HRT Financial
New York
– – -7,659 Closed
WFM
434
Wolff Financial Management
Michigan
– – -7,594 Closed
WF
435
Welch & Forbes
Massachusetts
– – -7,480 Closed
RPGK
436
Retirement Planning Group (Kansas)
Kansas
– – -7,414 Closed
CAN
437
Cetera Advisor Networks
California
– – -4,957 Closed
FANJ
438
Financial Architects (New Jersey)
New Jersey
– – -3,163 Closed
ACA
439
Atlas Capital Advisors
Wyoming
– – -2,634 Closed
TFA
440
Transamerica Financial Advisors
Florida
– – -2,223 Closed
PCS
441
Personal CFO Solutions
New Jersey
$0 9,900 -765 -7%
SIM
442
Sonora Investment Management
Arizona
– – -652 Closed
AWM
443
Apollon Wealth Management
South Carolina
– – -533 Closed
Simplex Trading
444
Simplex Trading
Illinois
– – -200 Closed
BFIM
445
Beese Fulmer Investment Management
Ohio
– – -160 Closed
VFA
446
Valeo Financial Advisors
Indiana
– – – –
PFS
447
Prospera Financial Services
Texas
$0 17 +17 New
14 15 16 17
18