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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

487 hedge funds and large institutions have $5.79B invested in SPDR Portfolio Developed World ex-US ETF in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 197 increasing their positions, 145 reducing their positions, and 23 closing their positions.

Holders
487
Holders Change
+72
Holders Change %
+17.35%
% of All Funds
8.64%
Holding in Top 10
59
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.27%
% of All Funds
1.05%
New
100
Increased
197
Reduced
145
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$444M
2
AF
2
Allworth Financial
California
$274M
3
State Street
3
State Street
Massachusetts
$176M
4
Stifel Financial
4
Stifel Financial
Missouri
$56.6M
5
KW
5
KWB Wealth
California
$27.9M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$122M
4
AssetMark Inc
4
AssetMark Inc
California
$106M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$49.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.12B 33,332,230 -272,027 -0.8%
Financial Engines Advisors
2
Financial Engines Advisors
California
$444M 13,152,576 +4,260,071 +48%
SMM
3
Stadion Money Management
Georgia
$308M 9,133,512 -828,365 -8%
AF
4
Allworth Financial
California
$274M 8,125,401 +3,498,429 +76%
TF
5
TIAA FSB
Florida
$206M 6,093,088 +222,875 +4%
State Street
6
State Street
Massachusetts
$176M 5,205,167 +2,027,995 +64%
SEIA
7
Signature Estate & Investment Advisors
California
$123M 3,650,830 +121,221 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$122M 3,602,614 -2,370,663 -40%
AssetMark Inc
9
AssetMark Inc
California
$106M 3,145,989 -1,827,234 -37%
Bank of America
10
Bank of America
North Carolina
$94.8M 2,807,633 -195,271 -7%
UBS Group
11
UBS Group
Switzerland
$92.7M 2,746,329 +105,748 +4%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$88.2M 2,612,075 -119,063 -4%
LPL Financial
13
LPL Financial
California
$87.7M 2,597,474 +594,464 +30%
BWM
14
Baystate Wealth Management
Massachusetts
$87M 2,578,949 -88,779 -3%
TC
15
TownSquare Capital
Utah
$74.4M 2,204,817 +97,990 +5%
GC
16
Grimes & Company
Massachusetts
$60.5M 1,791,603 -224,539 -11%
Stifel Financial
17
Stifel Financial
Missouri
$56.6M 1,676,149 +1,543,363 +1,162%
ACM
18
AlphaStar Capital Management
North Carolina
$56.1M 1,625,962 -83,993 -5%
FI
19
FormulaFolio Investments
Michigan
$53.5M 1,584,876 +127,289 +9%
Jane Street
20
Jane Street
New York
$52.6M 1,559,753 -207,089 -12%
Osaic Holdings
21
Osaic Holdings
Arizona
$49.5M 1,465,107 -994,010 -40%
AA
22
Advisory Alpha
Michigan
$47.5M 1,408,270 -72,739 -5%
TC
23
Trilogy Capital
California
$45.3M 1,341,654 +119,693 +10%
BCI
24
Brinker Capital Investments
Pennsylvania
$45.2M 1,339,064 -93,980 -7%
Morgan Stanley
25
Morgan Stanley
New York
$41.9M 1,240,570 +29,887 +2%
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