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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

394 hedge funds and large institutions have $3.15B invested in SPDR Portfolio Developed World ex-US ETF in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 137 reducing their positions, and 55 closing their positions.

Holders
394
Holders Change
-13
Holders Change %
-3.19%
% of All Funds
8.71%
Holding in Top 10
55
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.79%
% of All Funds
1.22%
New
51
Increased
175
Reduced
137
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$640M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$83M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$46.4M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$50.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$33.5M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$48.7M
2
SMM
2
Stadion Money Management
Georgia
$192M
3
PI
3
PFS Investments
Georgia
$22.5M
4
PPA
4
Parametric Portfolio Associates
Washington
$3.3M
5
BL
5
Balentine LLC
Georgia
$9.68M
Name Market Value Shares Shares
Change 		Shares
Change %
WFPG
26
Waller Financial Planning Group
Ohio
$21.6M 900,446 +41,461 +5%
RWM
27
Reston Wealth Management
Virginia
$21.2M 883,784 +869,641 +6,149%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$19.5M 530,034 – –
Morgan Stanley
29
Morgan Stanley
New York
$19.5M 812,710 +128,151 +19%
FHA
30
First Horizon Advisors
Tennessee
$19.1M 798,064 -78,542 -9%
NAS
31
Nicolet Advisory Services
Wisconsin
$19M 794,919 -236,269 -23%
SDWMA
32
Schneider Downs Wealth Management Advisors
Pennsylvania
$19M 793,281 +793,281 New
GSIS
33
Global Strategic Investment Solutions
Arizona
$18.4M 768,005 +768,005 New
T
34
TrueFG
Texas
$17.6M 734,872 +74,544 +11%
IWP
35
IAG Wealth Partners
Wisconsin
$17.1M 713,104 +192,328 +37%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$16.4M 645,642 +178,061 +38%
FI
37
FormulaFolio Investments
Michigan
$16.3M 681,866 +594,631 +682%
BP
38
Ballentine Partners
Massachusetts
$15.8M 660,532 +301,758 +84%
BSWM
39
Boston Standard Wealth Management
Massachusetts
$15.5M 677,119 -11,420 -2%
LSAG
40
Lake Street Advisors Group
New Hampshire
$15.1M 632,798 +632,798 New
EDRIA
41
Edmonds Duncan Registered Investment Advisors
Kansas
$14.4M 602,693 +602,693 New
SPA
42
Sentinel Pension Advisors
Massachusetts
$13.5M 564,676 -59,413 -10%
A
43
AdvicePeriod
California
$13.3M 553,515 +474,327 +599%
UCFA
44
United Capital Financial Advisors
Texas
$13.1M 548,045 +44,321 +9%
EFL
45
ERn Financial LLC
Wisconsin
$12.6M 525,737 -75,384 -13%
TI
46
Tidal Investments
Wisconsin
$12.4M 517,484 +517,484 New
CIA
47
CSat Investment Advisory
Michigan
$12.4M 517,484 +517,484 New
PFA
48
Pure Financial Advisors
California
$12.3M 512,355 -122,526 -19%
Jane Street
49
Jane Street
New York
$12.2M 510,205 +467,449 +1,093%
FSG
50
Financial Strategies Group
Michigan
$11.8M 493,264 +59,812 +14%
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