State Street SPDR Portfolio Developed World ex-US ETF
SPDW
211 hedge funds and large institutions have $1.88B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 38 reducing their positions, and 24 closing their positions.
197% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 38
67% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 24
11% more funds holding in top 10
Funds holding in top 10: 18 → 20 (+2)
11% more capital invested
Capital invested by funds: $1.7B → $1.88B (+$182M)
8% more funds holding
Funds holding: 195 → 211 (+16)
1.97% less ownership
Funds ownership: 62.59% → 60.62% (-2%)
Top Buyers
Top Sellers
| 1 |
State Street
Boston,
Massachusetts
|
-$74.1M |
| 2 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$7.99M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$4.58M |
| 4 |
WCA
Westover Capital Advisors
Wilmington,
Delaware
|
-$3.95M |
| 5 |
Jane Street
New York
|
-$3.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$175K | -5,753 | Closed |
|
|
UFF
227
USA Financial Formulas
Ada,
Michigan
| – | -$164K | -5,215 | Closed |
|
|
OIA
228
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$147K | -4,834 | Closed |
|
|
STA
229
Summit Trail Advisors
New York
| – | -$128K | -4,220 | Closed |
|
230
SEI Investments
Oaks,
Pennsylvania
| – | -$47K | -1,538 | Closed |
|
|
BCA
231
Bay Colony Advisors
Concord,
Massachusetts
| – | -$28K | -925 | Closed |
|
|
CPA
232
Clear Perspective Advisors
Aurora,
Illinois
| – | -$19K | -617 | Closed |
|
|
WAS
233
Winch Advisory Services
Appleton,
Wisconsin
| – | -$3K | -105 | Closed |
|
|
ML
234
McAdam LLC
Philadelphia,
Pennsylvania
| – | -$1K | -45 | Closed |
|
SPDW Hedge Fund Activity: Q3 2018 in Review
211 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q3 2018, worth a combined $1.88B — up 11% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SPDW positions and 24 closed out — a net gain of 16 holders — while 113 added to existing stakes and 38 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $148M. The largest seller was State Street, cutting an estimated $74.1M.
- 211 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q3 2018, up from 195 in Q2 2018.
- Funds reported $1.88B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q3 2018, up 11% quarter-over-quarter.
- 40 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q3 2018 and 24 closed out, a net change of +16 holders.
- The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q3 2018 was Horizon Investments, an estimated $148M added.
- The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q3 2018 was State Street, an estimated $74.1M sold.
Based on aggregated 13F filings for Q3 2018.