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State Street SPDR Portfolio Developed World ex-US ETF

321 hedge funds and large institutions have $2.51B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 169 increasing their positions, 80 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 80

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

5% more funds holding

Funds holding: 307321 (+14)

5.81% less ownership

Funds ownership: 57.99%52.18% (-5.8%)

7% less capital invested

Capital invested by funds: $2.71B → $2.51B (-$203M)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
321
Holders Change
+14
Holders Change %
+4.56%
% of All Funds
7.04%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.75%
New
47
Increased
169
Reduced
80
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
251
Truepoint Inc
Ohio
$331K +$32.6K +1,124 +11%
NFG
252
Nations Financial Group
Iowa
$330K +$316K +10,891 New
IDA
253
Intelligence Driven Advisers
California
$326K -$19.3K -666 -6%
NFP
254
Narus Financial Partners
Utah
$322K +$51.3K +1,770 +19%
BCM
255
Boltwood Capital Management
California
$314K +$311K +10,709 New
SFPM
256
Sensible Financial Planning & Management
Massachusetts
$290K +$286K +9,877 New
DWM
257
Darwin Wealth Management
Florida
$287K -$19.7K -680 -7%
PP
258
PrairieView Partners
Minnesota
$280K +$277K +9,534 New
NA
259
Nottingham Advisors
New York
$279K +$276K +9,516 New
S
260
SignatureFD
Georgia
$278K +$206K +7,101 +299%
AF
261
Affiance Financial
Minnesota
$277K -$174K -6,003 -39%
DWM
262
Dakota Wealth Management
Florida
$277K +$273K +9,424 New
PWM
263
Paulson Wealth Management
Illinois
$269K +$266K +9,161 New
GP
264
Girard Partners
Pennsylvania
$266K +$263K +9,080 New
CPA
265
Capital Planning Advisors
California
$263K +$260K +8,953 New
TF
266
TLWM Financial
Texas
$250K +$25.4K +876 +11%
RJT
267
Raymond James Trust
Florida
$249K +$246K +8,475 New
ODG
268
O'Dell Group
Ohio
$243K +$4.55K +157 +2%
GSWM
269
Golden State Wealth Management
California
$243K +$88.4K +3,047 +58%
NWM
270
Northwest Wealth Management
Iowa
$242K +$239K +8,234 New
ACI
271
Alpha Cubed Investments
California
$241K -$5.86K -202 -2%
PWPS
272
Pinnacle Wealth Planning Services
Ohio
$237K
RPGK
273
Retirement Planning Group (Kansas)
Kansas
$236K -$120K -4,139 -34%
TCM
274
Telos Capital Management
California
$226K +$23.7K +818 +12%
MWC
275
MBM Wealth Consultants
Missouri
$220K +$22.8K +786 +12%

SPDW Hedge Fund Activity: Q3 2019 in Review

321 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q3 2019, worth a combined $2.51B — down 7.5% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SPDW positions and 29 closed out — a net gain of 18 holders — while 169 added to existing stakes and 80 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $16.2M. The largest seller was Cornerstone Advisors (Washington), exiting entirely with an estimated $222M sold.

  • 321 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q3 2019, up from 307 in Q2 2019.
  • Funds reported $2.51B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q3 2019, down 7.5% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q3 2019 and 29 closed out, a net change of +18 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q3 2019 was Susquehanna International Group, an estimated $16.2M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q3 2019 was Cornerstone Advisors (Washington), an estimated $222M sold.

Based on aggregated 13F filings for Q3 2019.