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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 %
TW
151
Towerpoint Wealth
California
$3.36M 114,878 -4,760 -4%
MFT
152
Moisand Fitzgerald Tamayo
Florida
$3.36M 114,817 -2,522 -2%
PPA
153
Parametric Portfolio Associates
Washington
$3.36M 114,710 -7,219 -6%
OC
154
Oarsman Capital
Wisconsin
$3.31M 113,185 +18,170 +19%
AAS
155
Annex Advisory Services
Wisconsin
$3.31M 113,118 -4,943 -4%
GCA
156
Gradient Capital Advisors
California
$3.2M 109,395 +4,427 +4%
CSPIA
157
Cary Street Partners Investment Advisory
Virginia
$3.14M 107,352 +107,352 New
SW
158
SkyOak Wealth
Michigan
$3.02M 103,309 +555 +0.5%
IWMA
159
Ironwood Wealth Management (Arizona)
Arizona
$3.02M 109,156 – –
SCA
160
Snowden Capital Advisors
New York
$3.01M 102,975 -40,720 -28%
GM
161
GeoWealth Management
Illinois
$3.01M 102,775 +48,768 +90%
VBFP
162
Valtinson Bruner Financial Planning
Minnesota
$2.96M 103,215 +76,800 +291%
GIA
163
Gladstone Institutional Advisory
Florida
$2.89M 98,642 +85,980 +679%
GFP
164
Gryphon Financial Partners
Ohio
$2.88M 98,359 -1 -0%
OPS
165
Orion Portfolio Solutions
Nebraska
$2.8M 95,599 -4,356 -4%
JIC
166
JRM Investment Counsel
Nebraska
$2.8M 95,591 +3,167 +3%
TF
167
TRH Financial
Iowa
$2.77M 94,586 -1,622 -2%
RIM
168
Rockbridge Investment Management
New York
$2.72M 92,841 -2,665 -3%
AIS
169
American Investment Services
Massachusetts
$2.69M 91,857 +943 +1%
NEIRG
170
New England Investment & Retirement Group
Massachusetts
$2.65M 90,423 +5,152 +6%
CAL
171
Capital Analysts LLC
Pennsylvania
$2.64M 90,318 -910 -1%
LWS
172
Lucia Wealth Services
California
$2.63M 89,968 -14,117 -14%
SFI
173
SPC Financial Inc
Maryland
$2.63M 89,761 +89,761 New
Renaissance Technologies
174
Renaissance Technologies
New York
$2.54M 86,900 +86,900 New
SFPM
175
Sensible Financial Planning & Management
Massachusetts
$2.52M 86,117 +8,475 +11%
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