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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 %
FHA
26
First Horizon Advisors
Tennessee
$27.5M 876,606 +5,347 +0.6%
WFPG
27
Waller Financial Planning Group
Ohio
$26.9M 858,985 +8,808 +1%
GFPC
28
Global Financial Private Capital
Florida
$25.1M 802,133 +2,698 +0.3%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$24.5M 781,231 -312,260 -29%
LPL Financial
30
LPL Financial
California
$24.4M 779,242 +213,031 +38%
Ameriprise
31
Ameriprise
Minnesota
$22.4M 714,824 -9,143 -1%
BSWM
32
Boston Standard Wealth Management
Massachusetts
$21.6M 688,539 -3,306 -0.5%
Morgan Stanley
33
Morgan Stanley
New York
$21.5M 684,559 +232,586 +51%
T
34
TrueFG
Texas
$20.7M 660,328 +660,328 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$20.2M 645,309 -238,789 -27%
PFA
36
Pure Financial Advisors
California
$19.9M 634,881 -16,958 -3%
SPA
37
Sentinel Pension Advisors
Massachusetts
$19.6M 624,089 +624,089 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$19.5M 530,034 – –
EFL
39
ERn Financial LLC
Wisconsin
$18.8M 601,121 -11,524 -2%
FU
40
Fairfield University
Connecticut
$18.2M 580,664 – –
IWP
41
IAG Wealth Partners
Wisconsin
$16.3M 520,776 +520,776 New
MML Investors Services
42
MML Investors Services
Massachusetts
$16M 511,190 -20,365 -4%
UCFA
43
United Capital Financial Advisors
Texas
$15.8M 503,724 +61,798 +14%
Truist Financial
44
Truist Financial
North Carolina
$15.6M 496,774 +42,720 +9%
BIP
45
Blueprint Investment Partners
North Carolina
$14.8M 472,371 +472,371 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$14.7M 467,581 +75,302 +19%
GI
47
Gradient Investments
Minnesota
$14.3M 454,659 -576,748 -56%
FSG
48
Financial Strategies Group
Michigan
$13.6M 433,452 +433,452 New
RA
49
RFG Advisory
Alabama
$13.5M 432,168 +61,000 +16%
BC
50
Brio Consultants
California
$13.4M 428,998 -26,781 -6%
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