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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 %
SMM
1
Stadion Money Management
Georgia
$362M 11,538,371 +1,270,200 +12%
HI
2
Horizon Investments
North Carolina
$202M 6,455,524 +6,259,703 +3,197%
State Street
3
State Street
Massachusetts
$135M 4,318,280 +609,536 +16%
PI
4
PFS Investments
Georgia
$130M 4,136,774 +3,224,452 +353%
AF
5
Allworth Financial
California
$122M 3,899,153 +72,195 +2%
Bank of America
6
Bank of America
North Carolina
$111M 3,539,493 -27,144 -0.8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$103M 3,286,744 +1,311,619 +66%
BWM
8
Baystate Wealth Management
Massachusetts
$103M 3,278,138 -1,227,120 -27%
AssetMark Inc
9
AssetMark Inc
California
$94.9M 3,027,877 +96,575 +3%
BL
10
Balentine LLC
Georgia
$64.8M 2,067,513 -30,795 -1%
PPA
11
Parametric Portfolio Associates
Washington
$58.7M 1,872,539 +54,054 +3%
TC
12
TownSquare Capital
Utah
$56.7M 1,808,499 +63,830 +4%
Creative Planning
13
Creative Planning
Kansas
$56.3M 1,795,497 +445,148 +33%
GC
14
Grimes & Company
Massachusetts
$52.3M 1,668,277 +1,559,347 +1,432%
BCI
15
Brinker Capital Investments
Pennsylvania
$48.3M 1,540,369 -46,275 -3%
AG
16
Advisor Group
Arizona
$46.6M 1,487,139 +405,254 +37%
ACM
17
AlphaStar Capital Management
North Carolina
$45.5M 1,450,790 -118,793 -8%
UBS Group
18
UBS Group
Switzerland
$42.3M 1,349,921 -77,787 -5%
WSTAM
19
Wilbanks Smith & Thomas Asset Management
Virginia
$41.2M 1,314,996 -53,041 -4%
SEIA
20
Signature Estate & Investment Advisors
California
$41M 1,308,721 +153,836 +13%
AA
21
Advisory Alpha
Michigan
$38.3M 1,214,664 +151,447 +14%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$34.1M 1,089,062 -17,362 -2%
MFS
23
McNamara Financial Services
Massachusetts
$32.6M 1,039,347 +36,639 +4%
NAS
24
Nicolet Advisory Services
Wisconsin
$32.3M 1,031,188 -406,542 -28%
TC
25
Trilogy Capital
California
$32M 1,021,816 +3,318 +0.3%
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