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State Street SPDR Portfolio Developed World ex-US ETF

54 hedge funds and large institutions have $757M invested in State Street SPDR Portfolio Developed World ex-US ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 9

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

30% more capital invested

Capital invested by funds: $584M → $757M (+$173M)

7.37% more ownership

Funds ownership: 73.18%80.55% (+7.4%)

2% more funds holding

Funds holding: 5354 (+1)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
8
Increased
29
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
26
Phillips Financial Management
Indiana
$919K -$8.97K -312 -1%
WSTAM
27
Wilbanks Smith & Thomas Asset Management
Virginia
$915K +$147K +5,120 +19%
ICOA
28
Investment Centers of America
North Dakota
$773K +$215K +7,478 +39%
IH
29
IFC Holdings
Florida
$752K +$296K +10,296 +66%
ACP
30
Aveo Capital Partners
Colorado
$576K +$55.9K +1,943 +11%
CWM
31
Cornerstone Wealth Management
Missouri
$575K
SBL
32
Sargent Bickham Lagudis
Colorado
$349K
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$322K
AG
34
Advisor Group
Arizona
$286K +$56.8K +1,974 +25%
AAM
35
Aureus Asset Management
Massachusetts
$272K +$269K +9,347 New
FAAS
36
First Allied Advisory Services
California
$269K +$28.8K +1,000 +12%
CCMG
37
Clark Capital Management Group
Pennsylvania
$266K +$18.8K +655 +8%
FA
38
FDx Advisors
Illinois
$265K +$261K +9,091 New
SSWM
39
Sheets Smith Wealth Management
North Carolina
$248K +$245K +8,509 New
Creative Planning
40
Creative Planning
Kansas
$215K -$1.01K -35 -0.5%
I
41
IberiaBank
Louisiana
$206K +$203K +7,056 New
IA
42
IFP Advisors
Florida
$167K +$36.2K +1,260 +28%
MLFP
43
MPS Loria Financial Planners
Illinois
$117K +$114K +3,970 New
WTB
44
Washington Trust Bank
Washington
$51K
ACM
45
Aviance Capital Management
Florida
$45K +$44.9K +1,560 New
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.5K
Citigroup
47
Citigroup
New York
$32K -$11.2K -391 -26%
US Bancorp
48
US Bancorp
Minnesota
$30K
GWM
49
Geneos Wealth Management
Colorado
$29K
CCM
50
Cribstone Capital Management
Maine
$27K -$8.63K -300 -24%