SPDW icon

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 %
AIC
201
Ameritas Investment Company
Nebraska
$758K +$67K +2,275 +10%
HR
202
Howe & Rusling
New York
$721K +$35.9K +1,224 +5%
OSNBOA
203
Old Second National Bank of Aurora
Illinois
$701K +$30.5K +1,038 +5%
CWM
204
Cabot Wealth Management
Massachusetts
$700K +$260K +8,844 +59%
VHAM
205
Van Hulzen Asset Management
California
$687K +$10.9K +370 +2%
FFN
206
Focus Financial Network
Minnesota
$681K +$681K +23,194 New
PA
207
PFG Advisors
Arizona
$671K +$61.8K +2,143 +10%
SFS
208
Sowell Financial Services
Arkansas
$666K +$666K +22,700 New
FPCP
209
Fort Point Capital Partners
California
$654K – – –
HB
210
Homrich & Berg
Georgia
$632K +$3.03K +103 +0.5%
PWMG
211
Prestige Wealth Management Group
New Jersey
$618K +$20.5K +699 +3%
FIM
212
Fernwood Investment Management
Massachusetts
$594K -$66.7K -2,272 -10%
GCA
213
Gradient Capital Advisors
California
$581K +$270K +9,185 +87%
Thrivent Financial for Lutherans
214
Thrivent Financial for Lutherans
Minnesota
$575K -$603K – –
CW
215
CreativeOne Wealth
Kansas
$564K +$54K +1,838 +11%
GM
216
GeoWealth Management
Illinois
$564K +$564K +19,203 New
SCM
217
Stonehearth Capital Management
Massachusetts
$558K +$143K +4,868 +34%
FMWA
218
Forvis Mazars Wealth Advisors
Missouri
$557K +$557K +18,976 New
AWM
219
Avior Wealth Management
Nebraska
$547K -$14.6K -499 -3%
BWP
220
Bernardo Wealth Planning
Pennsylvania
$531K +$531K +18,105 New
JSL
221
JT Stratford LLC
Georgia
$507K +$166K +5,657 +49%
AA
222
Alesco Advisors
New York
$505K +$45K +1,531 +10%
HPC
223
Hobart Private Capital
North Carolina
$503K -$470K -16,022 -48%
NSB
224
Norway Savings Bank
Maine
$501K +$325K +11,065 +184%
PWM
225
Perigon Wealth Management
California
$489K +$489K +16,462 New
7 8
9
10 11