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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

394 hedge funds and large institutions have $3.15B invested in SPDR Portfolio Developed World ex-US ETF in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 137 reducing their positions, and 55 closing their positions.

Holders
394
Holders Change
-13
Holders Change %
-3.19%
% of All Funds
8.71%
Holding in Top 10
55
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.79%
% of All Funds
1.22%
New
51
Increased
175
Reduced
137
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$640M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$83M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$46.4M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$50.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$33.5M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$48.7M
2
SMM
2
Stadion Money Management
Georgia
$192M
3
PI
3
PFS Investments
Georgia
$22.5M
4
PPA
4
Parametric Portfolio Associates
Washington
$3.3M
5
BL
5
Balentine LLC
Georgia
$9.68M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
151
Strategic Wealth Partners
Ohio
$2.33M 74,326 – –
GFP
152
Gryphon Financial Partners
Ohio
$2.33M 97,283 – –
OC
153
Oarsman Capital
Wisconsin
$2.29M 95,464 +11,138 +13%
RCAG
154
Rehmann Capital Advisory Group
Michigan
$2.28M 94,530 +94,530 New
AAS
155
Avantax Advisory Services
Texas
$2.25M 94,140 +94,140 New
PAG
156
Pinnacle Advisory Group
Maryland
$2.21M 92,357 +41,250 +81%
FC
157
Financial Consulate
Maryland
$2.11M 88,068 -6,658 -7%
JIC
158
JRM Investment Counsel
Nebraska
$2.06M 85,878 -78 -0.1%
Stifel Financial
159
Stifel Financial
Missouri
$2.03M 84,732 +17,202 +25%
HR
160
Hayden Royal
North Carolina
$2.02M 84,433 -22,422 -21%
CCM
161
Canal Capital Management
Virginia
$2.01M 83,886 +33,025 +65%
BI
162
Ballast Inc
Kentucky
$1.87M 78,249 -25,969 -25%
JWA
163
JFS Wealth Advisors
Pennsylvania
$1.84M 76,716 +59,909 +356%
Comerica Bank
164
Comerica Bank
Texas
$1.81M 72,819 -27,217 -27%
TA
165
TCG Advisors
Texas
$1.77M 73,729 +12,912 +21%
AIS
166
American Investment Services
Massachusetts
$1.76M 73,642 +16,140 +28%
William Blair & Company
167
William Blair & Company
Illinois
$1.76M 73,553 -16,623 -18%
KWM
168
Kingsview Wealth Management
Oregon
$1.76M 73,496 +2,043 +3%
NEIRG
169
New England Investment & Retirement Group
Massachusetts
$1.73M 72,210 -895 -1%
KBFS
170
Kohmann Bosshard Financial Services
Ohio
$1.69M 70,445 +70,445 New
BJL
171
Brighton Jones LLC
Washington
$1.59M 66,363 -510 -0.8%
LWP
172
Legacy Wealth Partners
California
$1.57M 65,371 -21,220 -25%
PWA
173
Peterson Wealth Advisors
Utah
$1.56M 65,221 +18,677 +40%
QA
174
Quantitative Advantage
Minnesota
$1.55M 64,885 +2,051 +3%
AMM
175
American Money Management
California
$1.54M 64,496 -3,433 -5%
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