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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

487 hedge funds and large institutions have $5.79B invested in SPDR Portfolio Developed World ex-US ETF in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 197 increasing their positions, 145 reducing their positions, and 23 closing their positions.

Holders
487
Holders Change
+72
Holders Change %
+17.35%
% of All Funds
8.64%
Holding in Top 10
59
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.27%
% of All Funds
1.05%
New
100
Increased
197
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$444M
2
AF
2
Allworth Financial
California
$274M
3
State Street
3
State Street
Massachusetts
$176M
4
Stifel Financial
4
Stifel Financial
Missouri
$56.6M
5
KW
5
KWB Wealth
California
$27.9M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$122M
4
AssetMark Inc
4
AssetMark Inc
California
$106M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$49.5M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
151
J.P. Morgan Private Wealth Advisors
California
$4.11M 121,756 +321 +0.3%
GCA
152
Gradient Capital Advisors
California
$4.07M 120,562 +11,167 +10%
VBFP
153
Valtinson Bruner Financial Planning
Minnesota
$4.05M 116,383 +13,168 +13%
BWFA
154
Baltimore-Washington Financial Advisors
Maryland
$4.03M 119,486 -34,084 -22%
OC
155
Oarsman Capital
Wisconsin
$3.83M 113,335 +150 +0.1%
MFT
156
Moisand Fitzgerald Tamayo
Florida
$3.8M 112,638 -2,179 -2%
TW
157
Towerpoint Wealth
California
$3.77M 111,678 -3,200 -3%
AFS
158
Annapolis Financial Services
Maryland
$3.7M 109,705 +109,705 New
IWMA
159
Ironwood Wealth Management (Arizona)
Arizona
$3.67M 108,650 -506 -0.5%
GWM
160
Geneos Wealth Management
Colorado
$3.63M 737,605 +675,449 +1,087%
SCA
161
Snowden Capital Advisors
New York
$3.61M 107,071 +4,096 +4%
BFA
162
Beaumont Financial Advisors
Massachusetts
$3.61M 106,835 -29,447 -22%
BC
163
Brio Consultants
California
$3.56M 105,562 -11,032 -9%
AFP
164
Ausdal Financial Partners
Iowa
$3.55M 105,048 +56,075 +115%
SFPM
165
Sensible Financial Planning & Management
Massachusetts
$3.51M 104,022 +17,905 +21%
AWA
166
Arete Wealth Advisors
Illinois
$3.51M 103,808 +103,808 New
AAS
167
Annex Advisory Services
Wisconsin
$3.5M 103,546 -9,572 -8%
PPA
168
Parametric Portfolio Associates
Washington
$3.48M 103,006 -11,704 -10%
AWM
169
AE Wealth Management
Kansas
$3.47M 102,800 -15,256 -13%
FPIS
170
Financial Planning & Information Services
Wisconsin
$3.46M 102,480 +21,267 +26%
5L
171
55I LLC
Massachusetts
$3.45M 102,192 -31,875 -24%
GIA
172
Gladstone Institutional Advisory
Florida
$3.44M 101,936 +3,294 +3%
SFI
173
SPC Financial Inc
Maryland
$3.39M 100,538 +10,777 +12%
SW
174
SkyOak Wealth
Michigan
$3.38M 100,191 -3,118 -3%
GFP
175
Gryphon Financial Partners
Ohio
$3.35M 99,315 +956 +1%
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7
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