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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 %
BI
126
Ballast Inc
Kentucky
$3.27M 104,218 +3,381 +3%
PPWM
127
PFG Private Wealth Management
Florida
$3.25M 103,518 +103,518 New
MFT
128
Moisand Fitzgerald Tamayo
Florida
$3.23M 102,952 +3,603 +4%
AWA
129
Arete Wealth Advisors
Illinois
$3.21M 102,298 +1,351 +1%
AWM
130
Apollon Wealth Management
South Carolina
$3.19M 100,991 +7,221 +8%
TF
131
TRH Financial
Iowa
$3.13M 100,007 +100,007 New
Comerica Bank
132
Comerica Bank
Texas
$3.1M 100,036 -4,976 -5%
5L
133
55I LLC
Massachusetts
$3.07M 97,903 +29,795 +44%
GFP
134
Gryphon Financial Partners
Ohio
$3.05M 97,283 +1,228 +1%
SS
135
Simplicity Solutions
Minnesota
$2.98M 95,019 +65,759 +225%
FC
136
Financial Consulate
Maryland
$2.97M 94,726 +10,182 +12%
PFA
137
Professional Financial Advisors
Nebraska
$2.87M 91,489 +91,489 New
William Blair & Company
138
William Blair & Company
Illinois
$2.83M 90,176 +2,848 +3%
GLA
139
Great Lakes Advisors
Illinois
$2.74M 87,448 +45,762 +110%
FI
140
FormulaFolio Investments
Michigan
$2.74M 87,235 +55,970 +179%
LWP
141
Legacy Wealth Partners
California
$2.71M 86,591 +86,591 New
AF
142
Advisornet Financial
Minnesota
$2.71M 86,426 -1,181 -1%
JIC
143
JRM Investment Counsel
Nebraska
$2.7M 85,956 -608 -0.7%
OC
144
Oarsman Capital
Wisconsin
$2.64M 84,326 +16,504 +24%
PAS
145
Park Avenue Securities
New York
$2.62M 83,558 +43,085 +106%
A
146
AdvicePeriod
California
$2.48M 79,188 +34,772 +78%
SWP
147
Strategic Wealth Partners
Ohio
$2.33M 74,326 +2,713 +4%
NEIRG
148
New England Investment & Retirement Group
Massachusetts
$2.29M 73,105 +2,924 +4%
SAMC
149
Spectrum Asset Management (California)
California
$2.25M 71,664 -40 -0.1%
KWM
150
Kingsview Wealth Management
Oregon
$2.24M 71,453 +71,453 New
4 5
6
7 8