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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

487 hedge funds and large institutions have $5.79B invested in SPDR Portfolio Developed World ex-US ETF in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 197 increasing their positions, 145 reducing their positions, and 23 closing their positions.

Holders
487
Holders Change
+72
Holders Change %
+17.35%
% of All Funds
8.64%
Holding in Top 10
59
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.27%
% of All Funds
1.05%
New
100
Increased
197
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$444M
2
AF
2
Allworth Financial
California
$274M
3
State Street
3
State Street
Massachusetts
$176M
4
Stifel Financial
4
Stifel Financial
Missouri
$56.6M
5
KW
5
KWB Wealth
California
$27.9M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$122M
4
AssetMark Inc
4
AssetMark Inc
California
$106M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$49.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
26
McNamara Financial Services
Massachusetts
$38.3M 1,307,732 +94 +0%
GSIS
27
Global Strategic Investment Solutions
Arizona
$37.2M 1,103,117 +14,189 +1%
WFPG
28
Waller Financial Planning Group
Ohio
$36.6M 1,083,509 +150,410 +16%
WSTAM
29
Wilbanks Smith & Thomas Asset Management
Virginia
$35.8M 1,060,593 -174,202 -14%
PAG
30
Private Advisor Group
New Jersey
$31.6M 936,877 +143,336 +18%
RWM
31
Reston Wealth Management
Virginia
$30.6M 906,206 +17,554 +2%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$30.5M 882,502 +45,866 +5%
KW
33
KWB Wealth
California
$27.9M 826,317 +826,317 New
FHA
34
First Horizon Advisors
Tennessee
$27.7M 820,530 +7,666 +0.9%
T
35
TrueFG
Texas
$26.9M 797,298 +17,083 +2%
TVAMP
36
Tennessee Valley Asset Management Partners
Tennessee
$26.5M 784,057 +436,369 +126%
BSWM
37
Boston Standard Wealth Management
Massachusetts
$25M 739,393 +19,095 +3%
BA
38
Bristlecone Advisors
Washington
$24.8M 735,916 +70,172 +11%
IWP
39
IAG Wealth Partners
Wisconsin
$24.6M 729,708 +7,346 +1%
Ameriprise
40
Ameriprise
Minnesota
$24M 711,548 -21,791 -3%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$22.2M 659,222 +659,222 New
EDRIA
42
Edmonds Duncan Registered Investment Advisors
Kansas
$21.6M 611,197 -5,591 -0.9%
RA
43
RFG Advisory
Alabama
$20.2M 574,110 -4,450 -0.8%
SC
44
Savant Capital
Illinois
$20.1M 594,634 +64,578 +12%
JFA
45
JNBA Financial Advisors
Minnesota
$19.9M 588,431 +61,034 +12%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$19.5M 530,034 – –
SPA
47
Sentinel Pension Advisors
Massachusetts
$19.4M 573,973 +14,137 +3%
LSAG
48
Lake Street Advisors Group
New Hampshire
$19.3M 572,653 +4,650 +0.8%
FSG
49
Financial Strategies Group
Michigan
$19.1M 566,798 +45,864 +9%
VCM
50
Vivaldi Capital Management
Illinois
$19.1M 564,826 +32,266 +6%
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