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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 %
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$36.1M 1,234,795 -22,626 -2%
TC
27
Trilogy Capital
California
$35.8M 1,221,961 +38,088 +3%
Morgan Stanley
28
Morgan Stanley
New York
$35.4M 1,210,683 +92,063 +8%
GSIS
29
Global Strategic Investment Solutions
Arizona
$31.9M 1,088,928 +12,129 +1%
WFPG
30
Waller Financial Planning Group
Ohio
$27.3M 933,099 +18,605 +2%
RWM
31
Reston Wealth Management
Virginia
$26M 888,652 +19,092 +2%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$25.4M 836,636 +30,575 +4%
FHA
33
First Horizon Advisors
Tennessee
$23.8M 812,864 +7,723 +1%
PAG
34
Private Advisor Group
New Jersey
$23.2M 793,541 -274,319 -26%
T
35
TrueFG
Texas
$22.8M 780,215 +21,709 +3%
Ameriprise
36
Ameriprise
Minnesota
$21.4M 733,339 -109,598 -13%
IWP
37
IAG Wealth Partners
Wisconsin
$21.1M 722,362 -125,070 -15%
BSWM
38
Boston Standard Wealth Management
Massachusetts
$21.1M 720,298 +9,809 +1%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$19.5M 530,034 – –
BA
40
Bristlecone Advisors
Washington
$19.5M 665,744 +68,721 +12%
EDRIA
41
Edmonds Duncan Registered Investment Advisors
Kansas
$18M 616,788 +2,949 +0.5%
RA
42
RFG Advisory
Alabama
$16.9M 578,560 +33,375 +6%
VCM
43
Vivaldi Capital Management
Illinois
$16.9M 532,560 +5,875 +1%
LSAG
44
Lake Street Advisors Group
New Hampshire
$16.6M 568,003 -4,325 -0.8%
SPA
45
Sentinel Pension Advisors
Massachusetts
$16.4M 559,836 +35,292 +7%
BP
46
Ballentine Partners
Massachusetts
$15.9M 541,807 -4,634 -0.8%
SC
47
Savant Capital
Illinois
$15.5M 530,056 +57,296 +12%
JFA
48
JNBA Financial Advisors
Minnesota
$15.4M 527,397 +2,536 +0.5%
FSG
49
Financial Strategies Group
Michigan
$15.2M 520,934 -18,398 -3%
UCFA
50
United Capital Financial Advisors
Texas
$14.9M 509,012 -32,423 -6%
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