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State Street SPDR Portfolio Developed World ex-US ETF

55 hedge funds and large institutions have $700M invested in State Street SPDR Portfolio Developed World ex-US ETF in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 5455 (+1)

8% less capital invested

Capital invested by funds: $757M → $700M (-$57.6M)

11.81% less ownership

Funds ownership: 80.55%68.74% (-12%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
7
Increased
18
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IH
26
IFC Holdings
Florida
$783K -$8.63K -289 -1%
ACP
27
Aveo Capital Partners
Colorado
$595K -$11.4K -381 -2%
SPIA
28
Steward Partners Investment Advisory
New York
$591K +$576K +19,288 New
CWM
29
Cornerstone Wealth Management
Missouri
$519K -$82.1K -2,749 -14%
AWM
30
AE Wealth Management
Kansas
$484K -$607K -20,341 -56%
AG
31
Advisor Group
Arizona
$429K +$125K +4,180 +43%
SBL
32
Sargent Bickham Lagudis
Colorado
$367K
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$346K +$6.96K +233 +2%
CAG
34
Csenge Advisory Group
Florida
$330K +$321K +10,746 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$320K +$311K +10,427 New
AAM
36
Aureus Asset Management
Massachusetts
$287K
FAAS
37
First Allied Advisory Services
California
$285K
SSWM
38
Sheets Smith Wealth Management
North Carolina
$261K
FA
39
FDx Advisors
Illinois
$229K -$48.7K -1,630 -18%
Creative Planning
40
Creative Planning
Kansas
$227K
I
41
IberiaBank
Louisiana
$216K
IA
42
IFP Advisors
Florida
$175K -$627 -21 -0.4%
WTB
43
Washington Trust Bank
Washington
$54K
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$43K +$41.5K +1,389 New
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.3K
Citigroup
46
Citigroup
New York
$34K
US Bancorp
47
US Bancorp
Minnesota
$32K
GWM
48
Geneos Wealth Management
Colorado
$30K
CCM
49
Cribstone Capital Management
Maine
$29K
JP Morgan Chase
50
JP Morgan Chase
New York
$26K