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State Street SPDR Portfolio Developed World ex-US ETF

117 hedge funds and large institutions have $1.28B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,550% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 4

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

244% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 9

113% more funds holding

Funds holding: 55117 (+62)

83% more capital invested

Capital invested by funds: $700M → $1.28B (+$580M)

0.73% less ownership

Funds ownership: 68.74%68.01% (-0.73%)

Holders
117
Holders Change
+62
Holders Change %
+112.73%
% of All Funds
2.65%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.18%
New
66
Increased
31
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
26
Gradient Investments
Minnesota
$4.26M +$4.2M +134,521 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$3.79M +$2.21M +70,849 +145%
CIM
28
Confluence Investment Management
Missouri
$3.63M +$3.57M +114,415 New
AWMG
29
Alliance Wealth Management Group
New Jersey
$3.36M +$3.3M +105,898 New
WSTAM
30
Wilbanks Smith & Thomas Asset Management
Virginia
$2.9M +$1.73M +55,330 +153%
HighTower Advisors
31
HighTower Advisors
Illinois
$2.64M +$26.2K +841 +1%
RA
32
RFG Advisory
Alabama
$2.52M +$2.48M +79,503 New
WCA
33
Westover Capital Advisors
Delaware
$2.5M +$2.46M +78,767 New
SC
34
Savant Capital
Illinois
$2.25M +$2.22M +71,137 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.15M -$64.2K -2,058 -3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.14M +$2.11M +67,601 New
JWM
37
Jackson Wealth Management
Florida
$2.09M +$2M +64,038 New
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.08M +$383K +12,288 +23%
WP
39
WealthPLAN Partners
Nebraska
$2.01M +$1.97M +63,293 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.84M +$1.81M +58,063 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.84M +$673K +21,579 +59%
SAMC
42
Spectrum Asset Management (California)
California
$1.76M +$1.73M +55,473 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.71M +$1.36M +43,534 +418%
RWP
44
RWA Wealth Partners
Massachusetts
$1.58M -$100K -3,222 -6%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$1.48M +$97K +3,110 +7%
AG
46
Advisor Group
Arizona
$1.29M +$835K +26,782 +191%
AWM
47
AE Wealth Management
Kansas
$1.03M +$525K +16,829 +107%
CIAS
48
Capital Investment Advisory Services
North Carolina
$1.01M +$993K +31,847 New
PFM
49
Phillips Financial Management
Indiana
$1.01M
KeyBank National Association
50
KeyBank National Association
Ohio
$982K +$966K +30,966 New