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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

407 hedge funds and large institutions have $3.33B invested in SPDR Portfolio Developed World ex-US ETF in 2019 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 173 increasing their positions, 96 reducing their positions, and 15 closing their positions.

Holders
407
Holders Change
+86
Holders Change %
+26.79%
% of All Funds
8.04%
Holding in Top 10
56
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+64.71%
% of All Funds
1.11%
New
105
Increased
173
Reduced
96
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$202M
2
PI
2
PFS Investments
Georgia
$130M
3
GC
3
Grimes & Company
Massachusetts
$52.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$103M
5
SMM
5
Stadion Money Management
Georgia
$362M

Top Sellers

1
BWM
1
Baystate Wealth Management
Massachusetts
$103M
2
GI
2
Gradient Investments
Minnesota
$14.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
NAS
4
Nicolet Advisory Services
Wisconsin
$32.3M
5
Axa
5
Axa
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
201
IHT Wealth Management
Illinois
$1.24M 39,540 +39,540 New
AFAS
202
Acorn Financial Advisory Services
Virginia
$1.24M 39,411 +39,411 New
CAAS
203
Capital Asset Advisory Services
Michigan
$1.21M 38,429 +38,429 New
SSWM
204
Sheets Smith Wealth Management
North Carolina
$1.2M 38,341 +5,120 +15%
SA
205
Stewardship Advisors
Pennsylvania
$1.2M 38,300 +38,300 New
SCM
206
Stonehearth Capital Management
Massachusetts
$1.2M 38,161 +19,172 +101%
HF
207
Halpern Financial
Virginia
$1.17M 37,396 +37,396 New
GWM
208
Geneos Wealth Management
Colorado
$1.15M 36,495 +1,200 +3%
AWM
209
Affinity Wealth Management
Delaware
$1.14M 36,289 -1,312 -3%
LFAS
210
Level Four Advisory Services
Texas
$1.13M 36,139 +19,724 +120%
CAS
211
Cascadia Advisory Services
Oregon
$1.1M 34,929 +34,929 New
AIC
212
Ameritas Investment Company
Nebraska
$1.06M 33,747 +8,017 +31%
EGA
213
E&G Advisors
Texas
$1.04M 33,258 +620 +2%
LF
214
Lantz Financial
Illinois
$1.04M 33,228 +5,287 +19%
OCG
215
Opus Capital Group
Ohio
$1.03M 32,934 +32,934 New
NSB
216
Norway Savings Bank
Maine
$1.01M 32,240 +15,175 +89%
BPWA
217
Beacon Pointe Wealth Advisors
California
$1.01M 32,070 -7,111 -18%
HPWM
218
Highland Private Wealth Management
Washington
$1.01M 32,105 +32,105 New
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$994K 31,852 +31,852 New
WWM
220
WT Wealth Management
Arizona
$993K 31,702 +31,702 New
MWM
221
MBE Wealth Management
Wisconsin
$990K 31,603 +31,603 New
CAM
222
Cresset Asset Management
Illinois
$978K 31,186 +233 +0.8%
WFM
223
Wolff Financial Management
Michigan
$964K 30,733 +219 +0.7%
GSC
224
G&S Capital
Colorado
$960K 30,642 +4,835 +19%
First Manhattan
225
First Manhattan
New York
$952K 30,390 – –
7 8
9
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