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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 %
HWA
101
Heartwood Wealth Advisors
Virginia
$5.79M 209,675 +58,427 +39%
BCM
102
Boltwood Capital Management
California
$5.78M 209,400 +36,275 +21%
NB
103
NBT Bank
New York
$5.76M 208,494 -47,065 -18%
CAM
104
Cresset Asset Management
Illinois
$5.73M 207,350 -93,736 -31%
MWM
105
McNaughton Wealth Management
California
$5.35M 193,629 +12,466 +7%
PAS
106
Park Avenue Securities
New York
$5.13M 185,571 +35,704 +24%
SBSB
107
Sullivan, Bruyette, Speros & Blaney
Virginia
$5.09M 184,133 +184,133 New
BFA
108
Beaumont Financial Advisors
Massachusetts
$5.01M 181,345 +181,345 New
LFG
109
Larson Financial Group
Missouri
$4.97M 179,835 +80,501 +81%
AC
110
Alexandria Capital
Virginia
$4.95M 179,057 +4,612 +3%
HighTower Advisors
111
HighTower Advisors
Illinois
$4.89M 176,999 +113,312 +178%
TA
112
TCG Advisors
Texas
$4.73M 171,353 +97,624 +132%
NC
113
NovaPoint Capital
Georgia
$4.69M 169,722 +42,473 +33%
PA
114
Probity Advisors
Texas
$4.64M 168,096 +8,430 +5%
AWA
115
Arete Wealth Advisors
Illinois
$4.63M 167,723 +39,368 +31%
PFG
116
PAX Financial Group
Texas
$4.58M 165,870 -7,957 -5%
SWP
117
Stratos Wealth Partners
Ohio
$4.51M 163,114 +44,639 +38%
BWFA
118
Baltimore-Washington Financial Advisors
Maryland
$4.41M 159,686 -6,396 -4%
GLA
119
Great Lakes Advisors
Illinois
$4.4M 159,146 -8,254 -5%
SFM
120
Signet Financial Management
New Jersey
$4.39M 150,158 +1,763 +1%
IF
121
IRON Financial
Illinois
$4.34M 157,189 +16,448 +12%
SL
122
Systelligence LLC
Minnesota
$4.32M 156,317 +104,430 +201%
AWM
123
AE Wealth Management
Kansas
$4.27M 154,547 -31,788 -17%
MHR
124
Matthew Hamilton Rosenberg
$4.23M 152,983 -19,781 -11%
FWM
125
Foresight Wealth Management
Utah
$4.2M 152,093 -2,929 -2%
3 4
5
6 7