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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
BFEC
5
Benjamin F. Edwards & Company
Missouri
$22.2M

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 %
WAM
176
WNY Asset Management
New York
$3.35M 99,348 +99,348 New
AIS
177
American Investment Services
Massachusetts
$3.3M 97,882 +6,025 +7%
22CM
178
20/20 Capital Management
California
$3.25M 94,178 -145,368 -61%
TF
179
TRH Financial
Iowa
$3.24M 95,973 +1,387 +1%
GL
180
Graypoint LLC
New York
$3.19M 94,650 -39,506 -29%
Koshinski Asset Management
181
Koshinski Asset Management
Illinois
$3.18M 94,237 +3,088 +3%
JIC
182
JRM Investment Counsel
Nebraska
$3.13M 92,647 -2,944 -3%
CSPIA
183
Cary Street Partners Investment Advisory
Virginia
$3.11M 92,067 -15,285 -14%
NEIRG
184
New England Investment & Retirement Group
Massachusetts
$3.06M 90,643 +220 +0.2%
RIM
185
Rockbridge Investment Management
New York
$3.05M 90,444 -2,397 -3%
OPS
186
Orion Portfolio Solutions
Nebraska
$2.94M 87,019 -8,580 -9%
TWM
187
Tradition Wealth Management
Minnesota
$2.92M 86,634 +86,634 New
QA
188
Quantitative Advantage
Minnesota
$2.89M 85,648 +15,593 +22%
FAM
189
Formidable Asset Management
Ohio
$2.88M 85,385 +6,001 +8%
WFS
190
Weitzel Financial Services
Iowa
$2.88M 80,899 +80,899 New
SWA
191
Stratos Wealth Advisors
Ohio
$2.88M 85,302 +46,337 +119%
JWA
192
JFS Wealth Advisors
Pennsylvania
$2.79M 82,590 +496 +0.6%
LWP
193
Legacy Wealth Partners
California
$2.78M 82,386 -2,615 -3%
RPCA
194
Running Point Capital Advisors
California
$2.74M 81,312 +81,312 New
LFAS
195
Level Four Advisory Services
Texas
$2.69M 79,728 -51,186 -39%
PWA
196
Peterson Wealth Advisors
Utah
$2.69M 79,707 +4,576 +6%
MA
197
Mutual Advisors
Nebraska
$2.66M 78,912 +4,298 +6%
OAM
198
Occidental Asset Management
California
$2.65M 78,549 +20,379 +35%
G
199
Gainplan
Michigan
$2.62M 77,702 +9,127 +13%
UWM
200
USAdvisors Wealth Management
Minnesota
$2.62M 77,576 +77,576 New
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8
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