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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

54 hedge funds and large institutions have $757M invested in 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.

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
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$107M
2
BWM
2
Baystate Wealth Management
Massachusetts
$116M
3
AssetMark Inc
3
AssetMark Inc
California
$131M
4
GFPC
4
Global Financial Private Capital
Florida
$47.6M
5
Bank of America
5
Bank of America
North Carolina
$30.9M

Top Sellers

1
State Street
1
State Street
Massachusetts
$225M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
GS
3
Girard Securities
California
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
LPL Financial
5
LPL Financial
California
$2.21M
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
26
Phillips Financial Management
Indiana
$919K 30,907 -312 -1%
WSTAM
27
Wilbanks Smith & Thomas Asset Management
Virginia
$915K 31,405 +5,120 +19%
ICOA
28
Investment Centers of America
North Dakota
$773K 26,500 +7,478 +39%
IH
29
IFC Holdings
Florida
$752K 25,804 +10,296 +66%
ACP
30
Aveo Capital Partners
Colorado
$576K 19,765 +1,943 +11%
CWM
31
Cornerstone Wealth Management
Missouri
$575K 19,770 – –
SBL
32
Sargent Bickham Lagudis
Colorado
$349K 11,979 – –
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$322K 11,059 – –
AG
34
Advisor Group
Arizona
$286K 9,808 +1,974 +25%
AAM
35
Aureus Asset Management
Massachusetts
$272K 9,347 +9,347 New
FAAS
36
First Allied Advisory Services
California
$269K 9,278 +1,000 +12%
CCMG
37
Clark Capital Management Group
Pennsylvania
$266K 9,134 +655 +8%
FA
38
FDx Advisors
Illinois
$265K 9,091 +9,091 New
SSWM
39
Sheets Smith Wealth Management
North Carolina
$248K 8,509 +8,509 New
Creative Planning
40
Creative Planning
Kansas
$215K 7,394 -35 -0.5%
I
41
IberiaBank
Louisiana
$206K 7,056 +7,056 New
IA
42
IFP Advisors
Florida
$167K 5,725 +1,260 +28%
MLFP
43
MPS Loria Financial Planners
Illinois
$117K 3,970 +3,970 New
WTB
44
Washington Trust Bank
Washington
$51K 1,746 – –
ACM
45
Aviance Capital Management
Florida
$45K 1,560 +1,560 New
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.5K 1,150 – –
Citigroup
47
Citigroup
New York
$32K 1,100 -391 -26%
US Bancorp
48
US Bancorp
Minnesota
$30K 1,042 – –
GWM
49
Geneos Wealth Management
Colorado
$29K 1,000 – –
CCM
50
Cribstone Capital Management
Maine
$27K 930 -300 -24%
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