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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

415 hedge funds and large institutions have $5.09B invested in SPDR Portfolio Developed World ex-US ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 172 increasing their positions, 149 reducing their positions, and 31 closing their positions.

Holders
415
Holders Change
+6
Holders Change %
+1.47%
% of All Funds
8.4%
Holding in Top 10
55
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.84%
% of All Funds
1.11%
New
42
Increased
172
Reduced
149
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$260M
2
AssetMark Inc
2
AssetMark Inc
California
$146M
3
ACM
3
AlphaStar Capital Management
North Carolina
$50.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$175M
5
FI
5
FormulaFolio Investments
Michigan
$42.6M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$237M
2
Jane Street
2
Jane Street
New York
$51.7M
3
State Street
3
State Street
Massachusetts
$93M
4
AIA
4
Angeles Investment Advisors
California
$0
5
Creative Planning
5
Creative Planning
Kansas
$983M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$4.32M 147,650 -3,436 -2%
GRP
127
Global Retirement Partners
California
$4.31M 147,374 +75,817 +106%
PAG
128
Pinnacle Advisory Group
Maryland
$4.27M 146,042 +42,240 +41%
DI
129
Diligent Investors
California
$4.18M 142,955 +3,430 +2%
SS
130
Simplicity Solutions
Minnesota
$4.18M 142,823 +9,688 +7%
SC
131
Scotia Capital
Ontario, Canada
$4.04M 138,175 -1,307 -0.9%
BFA
132
Beaumont Financial Advisors
Massachusetts
$3.99M 136,282 -45,063 -25%
SDWMA
133
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.96M 135,411 -15,024 -10%
T
134
TRUADVICE
Florida
$3.94M 132,181 +132,181 New
GL
135
Graypoint LLC
New York
$3.93M 134,156 +105,245 +364%
5L
136
55I LLC
Massachusetts
$3.92M 134,067 -12,502 -9%
AWMG
137
Alliance Wealth Management Group
New Jersey
$3.92M 134,032 -10,713 -7%
CWM
138
Cornerstone Wealth Management
Missouri
$3.92M 133,793 +15,524 +13%
Stifel Financial
139
Stifel Financial
Missouri
$3.89M 132,786 +40,480 +44%
DS
140
DRW Securities
Illinois
$3.88M 132,530 +132,530 New
LFAS
141
Level Four Advisory Services
Texas
$3.83M 130,914 +7,816 +6%
AO
142
Advisor OS
Illinois
$3.83M 125,089 +43,083 +53%
TFA
143
TPG Financial Advisors
Oregon
$3.83M 130,738 -7,084 -5%
OWM
144
Opes Wealth Management
California
$3.8M 129,736 +46,896 +57%
PPWM
145
PFG Private Wealth Management
Florida
$3.71M 126,769 -601 -0.5%
FFG
146
Fullen Financial Group
Ohio
$3.67M 125,361 +3,090 +3%
JPMPWA
147
J.P. Morgan Private Wealth Advisors
California
$3.55M 121,435 +22,953 +23%
WI
148
WrapManager Inc
California
$3.47M 118,532 +24,560 +26%
AWM
149
AE Wealth Management
Kansas
$3.45M 118,056 -36,491 -24%
BC
150
Brio Consultants
California
$3.41M 116,594 -3,995 -3%
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