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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

415 hedge funds and large institutions have $5.09B invested in SPDR Portfolio Developed World ex-US ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 172 increasing their positions, 149 reducing their positions, and 31 closing their positions.

Holders
415
Holders Change
+6
Holders Change %
+1.47%
% of All Funds
8.4%
Holding in Top 10
55
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.84%
% of All Funds
1.11%
New
42
Increased
172
Reduced
149
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$260M
2
AssetMark Inc
2
AssetMark Inc
California
$146M
3
ACM
3
AlphaStar Capital Management
North Carolina
$50.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$175M
5
FI
5
FormulaFolio Investments
Michigan
$42.6M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$237M
2
Jane Street
2
Jane Street
New York
$51.7M
3
State Street
3
State Street
Massachusetts
$93M
4
AIA
4
Angeles Investment Advisors
California
$0
5
Creative Planning
5
Creative Planning
Kansas
$983M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$983M 33,604,257 -529,814 -2%
SMM
2
Stadion Money Management
Georgia
$291M 9,961,877 +12,742 +0.1%
Financial Engines Advisors
3
Financial Engines Advisors
California
$260M 8,892,505 +3,096,172 +53%
HI
4
Horizon Investments
North Carolina
$237M 8,087,299 -5,223,141 -39%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$175M 5,973,277 +1,032,575 +21%
TF
6
TIAA FSB
Florida
$172M 5,870,213 +219,353 +4%
AssetMark Inc
7
AssetMark Inc
California
$146M 4,973,223 +1,606,529 +48%
AF
8
Allworth Financial
California
$135M 4,626,972 -242,630 -5%
PI
9
PFS Investments
Georgia
$130M 4,455,279 +49,151 +1%
SEIA
10
Signature Estate & Investment Advisors
California
$103M 3,529,609 +378,353 +12%
State Street
11
State Street
Massachusetts
$93M 3,177,172 -1,347,234 -30%
Bank of America
12
Bank of America
North Carolina
$87.9M 3,002,904 +197,905 +7%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$79.9M 2,731,138 -129,822 -5%
BWM
14
Baystate Wealth Management
Massachusetts
$78.1M 2,667,728 -202,182 -7%
UBS Group
15
UBS Group
Switzerland
$77.3M 2,640,581 +150,412 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$71.9M 2,459,117 +396,441 +19%
TC
17
TownSquare Capital
Utah
$62.3M 2,106,827 +49,823 +2%
GC
18
Grimes & Company
Massachusetts
$59M 2,016,142 +141,321 +8%
LPL Financial
19
LPL Financial
California
$58.6M 2,003,010 +288,809 +17%
Jane Street
20
Jane Street
New York
$51.7M 1,766,842 -2,196,307 -55%
ACM
21
AlphaStar Capital Management
North Carolina
$50.8M 1,709,955 +1,123,575 +192%
AA
22
Advisory Alpha
Michigan
$44.2M 1,481,009 +25,311 +2%
FI
23
FormulaFolio Investments
Michigan
$42.6M 1,457,587 +545,567 +60%
BCI
24
Brinker Capital Investments
Pennsylvania
$41.9M 1,433,044 -74,530 -5%
MFS
25
McNamara Financial Services
Massachusetts
$38.3M 1,307,638 +19,720 +2%
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