SPDW icon

SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

321 hedge funds and large institutions have $2.51B invested in SPDR Portfolio Developed World ex-US ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 169 increasing their positions, 80 reducing their positions, and 29 closing their positions.

Holders
321
Holders Change
+14
Holders Change %
+4.56%
% of All Funds
7.05%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.75%
New
47
Increased
169
Reduced
80
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$16.4M
2
Bank of America
2
Bank of America
North Carolina
$105M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$58M
4
Creative Planning
4
Creative Planning
Kansas
$39.6M
5
FAAS
5
First Allied Advisory Services
California
$9.76M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$8.36M
2
CAW
2
Cornerstone Advisors (Washington)
Washington
$0
3
SMM
3
Stadion Money Management
Georgia
$301M
4
AssetMark Inc
4
AssetMark Inc
California
$86.1M
5
GFPC
5
Global Financial Private Capital
Florida
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$26M 884,098 +272,699 +45%
WFPG
27
Waller Financial Planning Group
Ohio
$25.8M 850,177 +54,873 +7%
FHA
28
First Horizon Advisors
Tennessee
$25.6M 871,259 +62,798 +8%
GFPC
29
Global Financial Private Capital
Florida
$23.5M 799,435 -795,359 -50%
Ameriprise
30
Ameriprise
Minnesota
$21.2M 723,967 +104,323 +17%
BSWM
31
Boston Standard Wealth Management
Massachusetts
$20.3M 691,845 +13,063 +2%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$19.5M 530,034 – –
PFA
33
Pure Financial Advisors
California
$19.1M 651,839 +30,278 +5%
EFL
34
ERn Financial LLC
Wisconsin
$18M 612,645 +31,628 +5%
FU
35
Fairfield University
Connecticut
$17M 580,664 – –
LPL Financial
36
LPL Financial
California
$16.6M 566,211 +83,067 +17%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$16.4M 557,628 +557,628 New
ACA
38
Aptus Capital Advisors
Alabama
$15.8M 539,716 -20,910 -4%
MML Investors Services
39
MML Investors Services
Massachusetts
$15.6M 531,555 -14,326 -3%
BC
40
Brio Consultants
California
$13.4M 455,779 -92,323 -17%
Truist Financial
41
Truist Financial
North Carolina
$13.3M 454,054 -2,901 -0.6%
Morgan Stanley
42
Morgan Stanley
New York
$13.3M 451,973 -46,374 -9%
UCFA
43
United Capital Financial Advisors
Texas
$13M 441,926 +123,434 +39%
GF
44
Goodman Financial
Texas
$12.8M 434,261 +2,652 +0.6%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$11.5M 392,279 +237,644 +154%
Axa
46
Axa
France
$11.5M 391,000 – –
WI
47
WrapManager Inc
California
$11.1M 378,622 -4,519 -1%
SWM
48
SigFig Wealth Management
California
$10.9M 372,645 +19,014 +5%
RA
49
RFG Advisory
Alabama
$10.9M 371,168 +82,792 +29%
SFG
50
StrategIQ Financial Group
Indiana
$10.8M 369,032 +319 +0.1%
1
2
3 4 5