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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

407 hedge funds and large institutions have $3.33B invested in SPDR Portfolio Developed World ex-US ETF in 2019 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 173 increasing their positions, 96 reducing their positions, and 15 closing their positions.

Holders
407
Holders Change
+86
Holders Change %
+26.79%
% of All Funds
8.04%
Holding in Top 10
56
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+64.71%
% of All Funds
1.11%
New
105
Increased
173
Reduced
96
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$202M
2
PI
2
PFS Investments
Georgia
$130M
3
GC
3
Grimes & Company
Massachusetts
$52.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$103M
5
SMM
5
Stadion Money Management
Georgia
$362M

Top Sellers

1
BWM
1
Baystate Wealth Management
Massachusetts
$103M
2
GI
2
Gradient Investments
Minnesota
$14.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
NAS
4
Nicolet Advisory Services
Wisconsin
$32.3M
5
Axa
5
Axa
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$8.03M 254,125 +6,326 +3%
BA
77
Bristlecone Advisors
Washington
$8.01M 255,480 +82,553 +48%
NA
78
NewEdge Advisors
Louisiana
$7.88M 251,205 -740 -0.3%
CCFM
79
Clear Creek Financial Management
Washington
$7.7M 244,019 +18,878 +8%
PAG
80
Private Advisor Group
New Jersey
$7.62M 243,138 -17,593 -7%
LW
81
Linscomb Wealth
Texas
$7.25M 231,254 +231,254 New
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$7.18M 228,921 +22,885 +11%
APC
83
Aspire Private Capital
North Carolina
$7.01M 223,728 +17,001 +8%
SC
84
Savant Capital
Illinois
$6.78M 216,408 +19,062 +10%
VBFP
85
Valtinson Bruner Financial Planning
Minnesota
$6.77M 215,572 +91,800 +74%
PG
86
Proffitt & Goodson
Tennessee
$6.76M 215,622 -1,961 -0.9%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$6.56M 209,207 +7,774 +4%
MAS
88
Managed Account Services
Florida
$6.52M 207,347 +33,794 +19%
JFA
89
JNBA Financial Advisors
Minnesota
$6.12M 195,223 +15,906 +9%
TCA
90
Transcend Capital Advisors
New Jersey
$5.98M 190,655 +190,655 New
CA
91
Continuum Advisory
Idaho
$5.84M 186,273 +9,241 +5%
VCM
92
Virtue Capital Management
Tennessee
$5.8M 185,104 +185,104 New
AWM
93
AE Wealth Management
Kansas
$5.6M 178,700 +71,367 +66%
S
94
Surevest
California
$5.55M 177,015 -1,185 -0.7%
SL
95
Systelligence LLC
Minnesota
$5.07M 161,736 +161,736 New
TNA
96
True North Advisors
Texas
$4.98M 158,950 +158,950 New
MWM
97
McNaughton Wealth Management
California
$4.8M 153,056 +153,056 New
CPO
98
Cerity Partners OCIO
New York
$4.73M 151,918 -22,551 -13%
PFG
99
PAX Financial Group
Texas
$4.64M 149,144 +149,144 New
PA
100
Probity Advisors
Texas
$4.62M 147,485 -1,593 -1%
2 3
4
5 6