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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 %
GCA
151
Gradient Capital Advisors
California
$2.9M 104,968 +6,278 +6%
LWS
152
Lucia Wealth Services
California
$2.88M 104,085 +53,398 +105%
PAG
153
Pinnacle Advisory Group
Maryland
$2.87M 103,802 +11,445 +12%
SW
154
SkyOak Wealth
Michigan
$2.84M 102,754 -6,642 -6%
AF
155
Advisornet Financial
Minnesota
$2.82M 102,186 +852 +0.8%
OPS
156
Orion Portfolio Solutions
Nebraska
$2.76M 99,955 +96,941 +3,216%
LWP
157
Legacy Wealth Partners
California
$2.74M 99,069 +33,698 +52%
JPMPWA
158
J.P. Morgan Private Wealth Advisors
California
$2.72M 98,482 -1,782 -2%
TF
159
TRH Financial
Iowa
$2.72M 96,208 +96,208 New
GFP
160
Gryphon Financial Partners
Ohio
$2.72M 98,360 +1,077 +1%
RIM
161
Rockbridge Investment Management
New York
$2.64M 95,506 +95,506 New
OC
162
Oarsman Capital
Wisconsin
$2.62M 95,015 -449 -0.5%
WI
163
WrapManager Inc
California
$2.6M 93,972 -116,182 -55%
JIC
164
JRM Investment Counsel
Nebraska
$2.55M 92,424 +6,546 +8%
Stifel Financial
165
Stifel Financial
Missouri
$2.55M 92,306 +7,574 +9%
CAL
166
Capital Analysts LLC
Pennsylvania
$2.52M 91,228 +29,807 +49%
AIS
167
American Investment Services
Massachusetts
$2.51M 90,914 +17,272 +23%
NEIRG
168
New England Investment & Retirement Group
Massachusetts
$2.36M 85,271 +13,061 +18%
MAM
169
Meeder Asset Management
Ohio
$2.35M 85,170 +83,478 +4,934%
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
$2.33M 84,208 +26,335 +46%
OWM
171
Opes Wealth Management
California
$2.29M 82,840 -34,992 -30%
JWA
172
JFS Wealth Advisors
Pennsylvania
$2.29M 82,748 +6,032 +8%
AO
173
Advisor OS
Illinois
$2.27M 82,006 +82,006 New
FC
174
Financial Consulate
Maryland
$2.24M 81,034 -7,034 -8%
FPIS
175
Financial Planning & Information Services
Wisconsin
$2.23M 80,787 +29,923 +59%
5 6
7
8 9