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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

410 hedge funds and large institutions have $4.85B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 177 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $3.15B → $4.85B (+$1.7B)

48% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 42

26% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 140

11% more funds holding in top 10

Funds holding in top 10: 55 → 61 (+6)

4.54% more ownership

Funds ownership: 62.76% → 67.3% (+4.5%)

4% more funds holding

Funds holding: 395 → 410 (+15)

Holders
410
Holders Change
+15
Holders Change %
+3.8%
% of All Funds
8.41%
Holding in Top 10
61
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.91%
% of All Funds
1.25%
New
62
Increased
177
Reduced
140
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
+$295M
2
Creative Planning
Creative Planning
Kansas
+$194M
3
TF
TIAA FSB
Florida
+$148M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$96.2M
5
PI
PFS Investments
Georgia
+$90.7M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$46.4M
2
State Street
State Street
Massachusetts
-$18.9M
3
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
-$16.8M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$15.9M
5
A
AdvicePeriod
California
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$943M +$194M +7,403,516 +28%
HI
2
Horizon Investments
North Carolina
$368M +$295M +11,277,084 +555%
SMM
3
Stadion Money Management
Georgia
$275M +$50.1M +1,913,455 +24%
Financial Engines Advisors
4
Financial Engines Advisors
California
$160M +$96.2M +3,674,629 +173%
TF
5
TIAA FSB
Florida
$156M +$148M +5,650,860 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$136M +$72.7M +2,776,884 +128%
AF
7
Allworth Financial
California
$134M -$10.6M -404,535 -8%
State Street
8
State Street
Massachusetts
$125M -$18.9M -723,833 -14%
PI
9
PFS Investments
Georgia
$122M +$90.7M +3,467,015 +369%
Jane Street
10
Jane Street
New York
$109M +$90.4M +3,452,944 +677%
AssetMark Inc
11
AssetMark Inc
California
$93M -$7.92M -302,826 -8%
SEIA
12
Signature Estate & Investment Advisors
California
$87M +$44.4M +1,697,743 +117%
BWM
13
Baystate Wealth Management
Massachusetts
$79.3M -$4.34M -166,011 -5%
TAIM
14
TD Ameritrade Investment Management
Nebraska
$79M -$15.9M -607,693 -18%
Bank of America
15
Bank of America
North Carolina
$77.5M +$1.18M +45,221 +2%
UBS Group
16
UBS Group
Switzerland
$68.8M +$2.57M +98,357 +4%
TC
17
TownSquare Capital
Utah
$57.7M +$85.2K +3,255 +0.2%
Osaic Holdings
18
Osaic Holdings
Arizona
$57M +$15.2M +579,457 +39%
GC
19
Grimes & Company
Massachusetts
$51.8M +$45.3M +1,729,941 +1,194%
LPL Financial
20
LPL Financial
California
$47.3M +$10.8M +413,117 +32%
AA
21
Advisory Alpha
Michigan
$43.5M -$1.67M -63,799 -4%
BCI
22
Brinker Capital Investments
Pennsylvania
$41.6M +$737K +28,175 +2%
MFS
23
McNamara Financial Services
Massachusetts
$35.6M +$2.25M +86,072 +7%
WSTAM
24
Wilbanks Smith & Thomas Asset Management
Virginia
$34.7M -$693K -26,494 -2%
TC
25
Trilogy Capital
California
$34.2M +$1.2M +45,897 +4%
1
2 3 4 5

SPDW Hedge Fund Activity: Q2 2020 in Review

410 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2020, worth a combined $4.85B — up 54% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SPDW positions and 42 closed out — a net gain of 20 holders — while 177 added to existing stakes and 140 trimmed.

The largest buyer was Horizon Investments, adding an estimated $295M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $46.4M sold.

  • 410 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2020, up from 395 in Q1 2020.
  • Funds reported $4.85B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2020, up 54% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2020 and 42 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2020 was Horizon Investments, an estimated $295M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2020 was Susquehanna International Group, an estimated $46.4M sold.

Based on aggregated 13F filings for Q2 2020.