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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

409 hedge funds and large institutions have $4.85B invested in SPDR Portfolio Developed World ex-US ETF in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 176 increasing their positions, 140 reducing their positions, and 42 closing their positions.

Holders
409
Holders Change
+15
Holders Change %
+3.81%
% of All Funds
8.41%
Holding in Top 10
61
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.91%
% of All Funds
1.25%
New
62
Increased
176
Reduced
140
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$368M
2
Creative Planning
2
Creative Planning
Kansas
$943M
3
TF
3
TIAA FSB
Florida
$156M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$160M
5
PI
5
PFS Investments
Georgia
$122M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
State Street
2
State Street
Massachusetts
$125M
3
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.16M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$79M
5
A
5
AdvicePeriod
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$30.9M 1,118,620 +305,910 +38%
GSIS
27
Global Strategic Investment Solutions
Arizona
$29.7M 1,076,799 +308,794 +40%
PAG
28
Private Advisor Group
New Jersey
$29.5M 1,067,860 +598,100 +127%
WFPG
29
Waller Financial Planning Group
Ohio
$25.3M 914,494 +14,048 +2%
FI
30
FormulaFolio Investments
Michigan
$25.2M 912,020 +230,154 +34%
GFPC
31
Global Financial Private Capital
Florida
$24.1M 871,930 -45,647 -5%
RWM
32
Reston Wealth Management
Virginia
$24M 869,560 -14,224 -2%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$23.4M 806,061 +160,419 +25%
IWP
34
IAG Wealth Partners
Wisconsin
$23.4M 847,432 +134,328 +19%
Ameriprise
35
Ameriprise
Minnesota
$23.3M 842,937 -85,075 -9%
FHA
36
First Horizon Advisors
Tennessee
$22.2M 805,141 +7,077 +0.9%
T
37
TrueFG
Texas
$21M 758,506 +23,634 +3%
BSWM
38
Boston Standard Wealth Management
Massachusetts
$19.6M 710,489 +33,370 +5%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$19.5M 530,034 – –
AIA
40
Angeles Investment Advisors
California
$18.6M 675,000 +675,000 New
EDRIA
41
Edmonds Duncan Registered Investment Advisors
Kansas
$17M 613,839 +11,146 +2%
ACM
42
AlphaStar Capital Management
North Carolina
$16.9M 586,380 +223,327 +62%
BA
43
Bristlecone Advisors
Washington
$16.5M 597,023 +167,556 +39%
LSAG
44
Lake Street Advisors Group
New Hampshire
$15.8M 572,328 -60,470 -10%
VCM
45
Vivaldi Capital Management
Illinois
$15.7M 526,685 +104,351 +25%
BP
46
Ballentine Partners
Massachusetts
$15.1M 546,441 -114,091 -17%
RA
47
RFG Advisory
Alabama
$15.1M 545,185 +74,839 +16%
UCFA
48
United Capital Financial Advisors
Texas
$15M 541,435 -6,610 -1%
FSG
49
Financial Strategies Group
Michigan
$14.9M 539,332 +46,068 +9%
JFA
50
JNBA Financial Advisors
Minnesota
$14.5M 524,861 +105,122 +25%
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