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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

409 hedge funds and large institutions have $4.85B invested in SPDR Portfolio Developed World ex-US ETF in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 176 increasing their positions, 140 reducing their positions, and 42 closing their positions.

Holders
409
Holders Change
+15
Holders Change %
+3.81%
% 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
176
Reduced
140
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$368M
2
Creative Planning
2
Creative Planning
Kansas
$943M
3
TF
3
TIAA FSB
Florida
$156M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$160M
5
PI
5
PFS Investments
Georgia
$122M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
State Street
2
State Street
Massachusetts
$125M
3
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.16M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$79M
5
A
5
AdvicePeriod
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$943M 34,134,071 +7,403,516 +28%
HI
2
Horizon Investments
North Carolina
$368M 13,310,440 +11,277,084 +555%
SMM
3
Stadion Money Management
Georgia
$275M 9,949,135 +1,913,455 +24%
Financial Engines Advisors
4
Financial Engines Advisors
California
$160M 5,796,333 +3,674,629 +173%
TF
5
TIAA FSB
Florida
$156M 5,650,860 +5,650,860 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$136M 4,940,702 +2,776,884 +128%
AF
7
Allworth Financial
California
$134M 4,869,602 -404,535 -8%
State Street
8
State Street
Massachusetts
$125M 4,524,406 -723,833 -14%
PI
9
PFS Investments
Georgia
$122M 4,406,128 +3,467,015 +369%
Jane Street
10
Jane Street
New York
$109M 3,963,149 +3,452,944 +677%
AssetMark Inc
11
AssetMark Inc
California
$93M 3,366,694 -302,826 -8%
SEIA
12
Signature Estate & Investment Advisors
California
$87M 3,151,256 +1,697,743 +117%
BWM
13
Baystate Wealth Management
Massachusetts
$79.3M 2,869,910 -166,011 -5%
TAIM
14
TD Ameritrade Investment Management
Nebraska
$79M 2,860,960 -607,693 -18%
Bank of America
15
Bank of America
North Carolina
$77.5M 2,804,999 +45,221 +2%
UBS Group
16
UBS Group
Switzerland
$68.8M 2,490,169 +98,357 +4%
TC
17
TownSquare Capital
Utah
$57.7M 2,057,004 +3,255 +0.2%
Osaic Holdings
18
Osaic Holdings
Arizona
$57M 2,062,676 +579,457 +39%
GC
19
Grimes & Company
Massachusetts
$51.8M 1,874,821 +1,729,941 +1,194%
LPL Financial
20
LPL Financial
California
$47.3M 1,714,201 +413,117 +32%
AA
21
Advisory Alpha
Michigan
$43.5M 1,455,698 -63,799 -4%
BCI
22
Brinker Capital Investments
Pennsylvania
$41.6M 1,507,574 +28,175 +2%
MFS
23
McNamara Financial Services
Massachusetts
$35.6M 1,287,918 +86,072 +7%
WSTAM
24
Wilbanks Smith & Thomas Asset Management
Virginia
$34.7M 1,257,421 -26,494 -2%
TC
25
Trilogy Capital
California
$34.2M 1,183,873 +45,897 +4%
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