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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

531 hedge funds and large institutions have $6.93B invested in SPDR Portfolio Developed World ex-US ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 223 increasing their positions, 169 reducing their positions, and 22 closing their positions.

Holders
531
Holders Change
+44
Holders Change %
+9.03%
% of All Funds
9.35%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
1.2%
New
69
Increased
223
Reduced
169
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$149M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$606M
3
PI
3
PFS Investments
Georgia
$81.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$191M
5
Stifel Financial
5
Stifel Financial
Missouri
$115M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$8.46M
2
Jane Street
2
Jane Street
New York
$19.6M
3
State Street
3
State Street
Massachusetts
$164M
4
SMM
4
Stadion Money Management
Georgia
$309M
5
SL
5
Systelligence LLC
Minnesota
$9.53M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.19B 33,604,981 +272,751 +0.8%
Financial Engines Advisors
2
Financial Engines Advisors
California
$606M 17,138,053 +3,985,477 +30%
AF
3
Allworth Financial
California
$323M 9,132,318 +1,006,917 +12%
SMM
4
Stadion Money Management
Georgia
$309M 8,734,566 -398,946 -4%
TF
5
TIAA FSB
Florida
$215M 6,092,617 -471 -0%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$191M 5,389,464 +1,786,850 +50%
State Street
7
State Street
Massachusetts
$164M 4,650,552 -554,615 -11%
AssetMark Inc
8
AssetMark Inc
California
$159M 4,484,337 +1,338,348 +43%
HI
9
Horizon Investments
North Carolina
$149M 4,215,673 +4,215,673 New
SEIA
10
Signature Estate & Investment Advisors
California
$136M 3,859,074 +208,244 +6%
LPL Financial
11
LPL Financial
California
$127M 3,596,791 +999,317 +38%
Stifel Financial
12
Stifel Financial
Missouri
$115M 3,245,356 +1,569,207 +94%
Bank of America
13
Bank of America
North Carolina
$95.6M 2,702,927 -104,706 -4%
UBS Group
14
UBS Group
Switzerland
$92.9M 2,627,594 -118,735 -4%
BWM
15
Baystate Wealth Management
Massachusetts
$91.3M 2,581,190 +2,241 +0.1%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$88.2M 2,612,075 – –
PI
17
PFS Investments
Georgia
$81.2M 2,295,762 +2,295,762 New
TC
18
TownSquare Capital
Utah
$80.4M 2,272,626 +67,809 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$77.1M 2,178,141 +713,034 +49%
GC
20
Grimes & Company
Massachusetts
$69.5M 1,964,635 +173,032 +10%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$50.2M 1,419,256 +760,034 +115%
ACM
22
AlphaStar Capital Management
North Carolina
$49.8M 1,408,348 -217,614 -13%
AA
23
Advisory Alpha
Michigan
$49.6M 1,403,392 -4,878 -0.3%
TC
24
Trilogy Capital
California
$48.8M 1,379,027 +37,373 +3%
Morgan Stanley
25
Morgan Stanley
New York
$48.3M 1,364,777 +124,207 +10%
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