SPDW icon

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 %
RA
101
Rodgers & Associates
Pennsylvania
$7.45M 220,867 +220,867 New
GLA
102
Good Life Advisors
Pennsylvania
$7.43M 220,050 +9,253 +4%
NA
103
NewEdge Advisors
Louisiana
$7.42M 219,855 +181,885 +479%
BCM
104
Boltwood Capital Management
California
$7.31M 216,505 +3,775 +2%
HighTower Advisors
105
HighTower Advisors
Illinois
$6.81M 201,936 +15,602 +8%
CAM
106
Cresset Asset Management
Illinois
$6.79M 201,305 -5,414 -3%
FWI
107
Facet Wealth Inc
Maryland
$6.55M 194,097 +194,097 New
HWA
108
Heartwood Wealth Advisors
Virginia
$6.35M 188,187 – –
TNA
109
True North Advisors
Texas
$6.35M 188,171 +20,115 +12%
KWM
110
Kingsview Wealth Management
Oregon
$6.31M 186,919 +470 +0.3%
IHWM
111
Iron Horse Wealth Management
Iowa
$6.2M 183,655 +183,655 New
GM
112
GeoWealth Management
Illinois
$6.14M 181,782 +79,007 +77%
FWM
113
Foresight Wealth Management
Utah
$6.12M 181,272 +4,428 +3%
LFG
114
Larson Financial Group
Missouri
$6.05M 179,157 +15,348 +9%
SC
115
Scotia Capital
Ontario, Canada
$5.84M 172,948 +34,773 +25%
AC
116
Alexandria Capital
Virginia
$5.76M 170,526 -8,926 -5%
FPWM
117
FSB Premier Wealth Management
Iowa
$5.74M 170,157 +170,157 New
NC
118
NovaPoint Capital
Georgia
$5.67M 168,120 -4,644 -3%
SFM
119
Signet Financial Management
New Jersey
$5.43M 160,870 +5,971 +4%
MWM
120
McNaughton Wealth Management
California
$5.41M 160,197 -13,744 -8%
WI
121
WrapManager Inc
California
$5.32M 157,746 +39,214 +33%
GRP
122
Global Retirement Partners
California
$5.3M 157,100 +9,726 +7%
SWP
123
Stratos Wealth Partners
Ohio
$5.29M 156,643 -23,352 -13%
PAG
124
Pinnacle Advisory Group
Maryland
$5.24M 155,119 +9,077 +6%
NB
125
NBT Bank
New York
$5.16M 153,021 -7,748 -5%
3 4
5
6 7