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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

394 hedge funds and large institutions have $3.15B invested in SPDR Portfolio Developed World ex-US ETF in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 137 reducing their positions, and 55 closing their positions.

Holders
394
Holders Change
-13
Holders Change %
-3.19%
% of All Funds
8.71%
Holding in Top 10
55
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.79%
% of All Funds
1.22%
New
51
Increased
175
Reduced
137
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$640M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$83M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$46.4M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$50.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$33.5M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$48.7M
2
SMM
2
Stadion Money Management
Georgia
$192M
3
PI
3
PFS Investments
Georgia
$22.5M
4
PPA
4
Parametric Portfolio Associates
Washington
$3.3M
5
BL
5
Balentine LLC
Georgia
$9.68M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
201
Strategic Investment Advisors
Michigan
$1.23M 51,516 +10,987 +27%
WIA
202
Wealthstreet Investment Advisors
Texas
$1.23M 51,500 +51,500 New
FPIS
203
Financial Planning & Information Services
Wisconsin
$1.22M 50,864 +3,155 +7%
LWS
204
Lucia Wealth Services
California
$1.21M 50,687 +39,660 +360%
TIM
205
Tortoise Investment Management
New York
$1.21M 50,375 +21,555 +75%
S
206
Surevest
California
$1.2M 49,942 -127,073 -72%
AFAS
207
Acorn Financial Advisory Services
Virginia
$1.18M 49,070 +9,659 +25%
LFAS
208
Level Four Advisory Services
Texas
$1.16M 48,467 +12,328 +34%
GM
209
GeoWealth Management
Illinois
$1.15M 48,059 +48,059 New
CA
210
Cetera Advisors
Colorado
$1.12M 46,678 -13,009 -22%
CWM
211
Cabot Wealth Management
Massachusetts
$1.07M 44,723 +20,735 +86%
CAAS
212
Capital Asset Advisory Services
Michigan
$1.05M 41,758 +3,329 +9%
PFA
213
Professional Financial Advisors
Nebraska
$1.03M 40,073 -51,416 -56%
CIM
214
Corda Investment Management
Texas
$1.01M 42,368 -1,418 -3%
AIS
215
Accurate Investment Solutions
Pennsylvania
$1M 41,878 -1,682 -4%
GRP
216
Global Retirement Partners
California
$998K 41,703 -84,348 -67%
LF
217
Lantz Financial
Illinois
$970K 40,498 +7,270 +22%
GWM
218
Geneos Wealth Management
Colorado
$959K 40,560 +4,065 +11%
NSB
219
Norway Savings Bank
Maine
$950K 39,707 +7,467 +23%
FPCP
220
Fort Point Capital Partners
California
$936K 39,080 +16,798 +75%
CFS
221
Cannon Financial Strategists
Georgia
$923K 38,574 -2,214 -5%
RJA
222
Raymond James & Associates
Florida
$907K 37,870 -3,926 -9%
AWM
223
Apollon Wealth Management
South Carolina
$895K 37,372 -63,619 -63%
Bank of New York Mellon
224
Bank of New York Mellon
New York
$873K 36,468 -4,162 -10%
SW
225
SlateStone Wealth
Florida
$833K 34,776 -34,373 -50%
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