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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

321 hedge funds and large institutions have $2.51B invested in SPDR Portfolio Developed World ex-US ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 169 increasing their positions, 80 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+14
Holders Change %
+4.56%
% of All Funds
7.05%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.75%
New
47
Increased
169
Reduced
80
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$16.4M
2
Bank of America
Bank of America
North Carolina
$105M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$58M
4
Creative Planning
Creative Planning
Kansas
$39.6M
5
FAAS
First Allied Advisory Services
California
$9.76M

Top Sellers

1
VC
Vicus Capital
Pennsylvania
$8.36M
2
CAW
Cornerstone Advisors (Washington)
Washington
$0
3
SMM
Stadion Money Management
Georgia
$301M
4
AssetMark Inc
AssetMark Inc
California
$86.1M
5
GFPC
Global Financial Private Capital
Florida
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
176
Strategic Investment Advisors
Michigan
$1.01M -$536K -18,249 -35%
SSWM
177
Sheets Smith Wealth Management
North Carolina
$975K +$459K +15,655 +89%
EGA
178
E&G Advisors
Texas
$958K -$104K -3,535 -10%
FI
179
FormulaFolio Investments
Michigan
$918K +$918K +31,265 New
CAM
180
Cresset Asset Management
Illinois
$909K +$93.2K +3,175 +11%
AFNAS
181
American Financial Network Advisory Services
California
$904K +$904K +30,788 New
WFM
182
Wolff Financial Management
Michigan
$896K +$13.8K +470 +2%
First Manhattan
183
First Manhattan
New York
$892K – – –
KeyBank National Association
184
KeyBank National Association
Ohio
$892K – – –
PFM
185
Phillips Financial Management
Indiana
$889K – – –
REMPR
186
Roof Eidam Maycock Peralta (REMP)
California
$888K – – –
IWMA
187
Ironwood Wealth Management (Arizona)
Arizona
$859K +$422K +14,370 +96%
SS
188
Simplicity Solutions
Minnesota
$859K +$651K +22,187 +314%
NB
189
Nicolet Bankshares
Wisconsin
$856K -$2.11M -71,834 -71%
BAM
190
Belpointe Asset Management
Nevada
$856K +$856K +29,166 New
DAS
191
Dynamic Advisor Solutions
Arizona
$855K +$46.2K +1,573 +6%
Fiera Capital (Canada)
192
Fiera Capital (Canada)
Quebec, Canada
$851K +$851K +29,000 New
TIM
193
Tortoise Investment Management
New York
$846K +$826K +28,140 +4,138%
MGIA
194
Moneta Group Investment Advisors
Missouri
$827K -$200K -6,810 -19%
IWC
195
Integrated Wealth Concepts
Massachusetts
$821K -$108K -3,690 -12%
LF
196
Lantz Financial
Illinois
$797K +$296K +10,366 +59%
RWP
197
RWA Wealth Partners
Massachusetts
$779K -$6.75K -230 -0.9%
LI
198
LVZ Inc
Michigan
$765K +$404K +13,747 +112%
CPA
199
Clear Perspective Advisors
Illinois
$764K +$411K +13,958 +117%
GSC
200
G&S Capital
Colorado
$758K +$37.4K +1,275 +5%
6 7
8
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