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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

488 hedge funds and large institutions have $5.8B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 198 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 23

37% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 145

17% more funds holding

Funds holding: 416 → 488 (+72)

14% more capital invested

Capital invested by funds: $5.09B → $5.8B (+$710M)

7% more funds holding in top 10

Funds holding in top 10: 55 → 59 (+4)

0.53% less ownership

Funds ownership: 63.84% → 63.31% (-0.53%)

Holders
488
Holders Change
+72
Holders Change %
+17.31%
% 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
1.04%
New
100
Increased
198
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$134M
2
AF
Allworth Financial
California
+$110M
3
State Street
State Street
Massachusetts
+$63.9M
4
Stifel Financial
Stifel Financial
Missouri
+$48.6M
5
GWM
Geneos Wealth Management
Colorado
+$21.3M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$237M
2
PI
PFS Investments
Georgia
-$130M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$74.7M
4
AssetMark Inc
AssetMark Inc
California
-$57.6M
5
Osaic Holdings
Osaic Holdings
Arizona
-$31.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
26
McNamara Financial Services
Massachusetts
$38.3M +$2.96K +94 +0%
GSIS
27
Global Strategic Investment Solutions
Arizona
$37.2M +$447K +14,189 +1%
WFPG
28
Waller Financial Planning Group
Ohio
$36.6M +$4.74M +150,410 +16%
WSTAM
29
Wilbanks Smith & Thomas Asset Management
Virginia
$35.8M -$5.49M -174,202 -14%
PAG
30
Private Advisor Group
New Jersey
$31.6M +$4.52M +143,336 +18%
RWM
31
Reston Wealth Management
Virginia
$30.6M +$553K +17,554 +2%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$30.5M +$1.45M +45,866 +5%
KW
33
KWB Wealth
California
$27.9M +$26M +826,317 New
FHA
34
First Horizon Advisors
Tennessee
$27.7M +$242K +7,666 +0.9%
T
35
TrueFG
Texas
$26.9M +$538K +17,083 +2%
TVAMP
36
Tennessee Valley Asset Management Partners
Tennessee
$26.5M +$13.8M +436,369 +126%
BSWM
37
Boston Standard Wealth Management
Massachusetts
$25M +$602K +19,095 +3%
BA
38
Bristlecone Advisors
Washington
$24.8M +$2.21M +70,172 +11%
IWP
39
IAG Wealth Partners
Wisconsin
$24.6M +$231K +7,346 +1%
Ameriprise
40
Ameriprise
Minnesota
$24M -$687K -21,791 -3%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$22.2M +$20.8M +659,222 New
EDRIA
42
Edmonds Duncan Registered Investment Advisors
Kansas
$21.6M -$176K -5,591 -0.9%
RA
43
RFG Advisory
Alabama
$20.2M -$140K -4,450 -0.8%
SC
44
Savant Capital
Illinois
$20.1M +$2.04M +64,578 +12%
JFA
45
JNBA Financial Advisors
Minnesota
$19.9M +$1.92M +61,034 +12%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$19.5M – – –
SPA
47
Sentinel Pension Advisors
Massachusetts
$19.4M +$445K +14,137 +3%
LSAG
48
Lake Street Advisors Group
New Hampshire
$19.3M +$147K +4,650 +0.8%
FSG
49
Financial Strategies Group
Michigan
$19.1M +$1.45M +45,864 +9%
VCM
50
Vivaldi Capital Management
Illinois
$19.1M +$1.02M +32,266 +6%
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SPDW Hedge Fund Activity: Q4 2020 in Review

488 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q4 2020, worth a combined $5.8B — up 14% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new SPDW positions and 23 closed out — a net gain of 77 holders — while 198 added to existing stakes and 145 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $134M. The largest seller was Horizon Investments, exiting entirely with an estimated $237M sold.

  • 488 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q4 2020, up from 416 in Q3 2020.
  • Funds reported $5.8B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 100 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q4 2020 and 23 closed out, a net change of +77 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $134M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q4 2020 was Horizon Investments, an estimated $237M sold.

Based on aggregated 13F filings for Q4 2020.