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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 %
SPA
51
Sentinel Pension Advisors
Massachusetts
$14.5M 524,544 -40,132 -7%
CGFA
52
Colton Groome Financial Advisors
North Carolina
$13.8M 500,588 +369,250 +281%
GI
53
Gradient Investments
Minnesota
$13.8M 498,397 +6,634 +1%
IWM
54
IHT Wealth Management
Illinois
$13.5M 489,034 +42,500 +10%
SC
55
Savant Capital
Illinois
$13.1M 472,760 +106,193 +29%
LPT
56
Legacy Private Trust
Wisconsin
$13M 472,445 +41,046 +10%
MWM
57
Merriman Wealth Management
Washington
$12.9M 465,703 +365,876 +367%
Truist Financial
58
Truist Financial
North Carolina
$12.6M 454,610 -35,187 -7%
FFS
59
Founders Financial Securities
Maryland
$12.2M 440,358 +280,230 +175%
SWM
60
SigFig Wealth Management
California
$12.1M 439,439 +21,133 +5%
PG
61
Proffitt & Goodson
Tennessee
$11.9M 430,589 +420,880 +4,335%
EFL
62
ERn Financial LLC
Wisconsin
$11.9M 429,199 -96,538 -18%
CPO
63
Cerity Partners OCIO
New York
$11.8M 428,370 +273,027 +176%
GF
64
Goodman Financial
Texas
$11.8M 427,264 +3,589 +0.8%
NAS
65
Nicolet Advisory Services
Wisconsin
$11.6M 418,755 -376,164 -47%
PFA
66
Pure Financial Advisors
California
$11.5M 415,436 -96,919 -19%
EH
67
Equitable Holdings
New York
$11M 398,619 -519 -0.1%
ACA
68
Aptus Capital Advisors
Alabama
$11M 398,005 +23,247 +6%
FWM
69
Frontier Wealth Management
Missouri
$11M 396,680 +164,666 +71%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$10.9M 395,934 +125,125 +46%
MAS
71
Managed Account Services
Florida
$10.9M 379,317 +47,568 +14%
NEWAS
72
N.E.W. Advisory Services
Wisconsin
$10.3M 372,083 +372,083 New
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$10.2M 370,015 +149,229 +68%
WCFA
74
Walkner Condon Financial Advisors
Wisconsin
$10.2M 368,808 -12,417 -3%
SFG
75
StrategIQ Financial Group
Indiana
$10M 362,788 -12,348 -3%
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