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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

117 hedge funds and large institutions have $1.28B invested in 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.

Holders
117
Holders Change
+62
Holders Change %
+112.73%
% of All Funds
2.66%
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
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$341M
2
FI
2
FormulaFolio Investments
Michigan
$31M
3
MFS
3
McNamara Financial Services
Massachusetts
$28M
4
Stifel Financial
4
Stifel Financial
Missouri
$18.2M
5
BSWM
5
Boston Standard Wealth Management
Massachusetts
$15.2M

Top Sellers

1
State Street
1
State Street
Massachusetts
$258M
2
Jane Street
2
Jane Street
New York
$0
3
AssetMark Inc
3
AssetMark Inc
California
$135M
4
Truist Financial
4
Truist Financial
North Carolina
$7.64M
5
NPC
5
National Planning Corporation
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GI
26
Gradient Investments
Minnesota
$4.26M 134,521 +134,521 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$3.79M 119,653 +70,849 +145%
CIM
28
Confluence Investment Management
Missouri
$3.63M 114,415 +114,415 New
AWMG
29
Alliance Wealth Management Group
New Jersey
$3.36M 105,898 +105,898 New
WSTAM
30
Wilbanks Smith & Thomas Asset Management
Virginia
$2.9M 91,390 +55,330 +153%
HighTower Advisors
31
HighTower Advisors
Illinois
$2.64M 83,358 +841 +1%
RA
32
RFG Advisory
Alabama
$2.52M 79,503 +79,503 New
WCA
33
Westover Capital Advisors
Delaware
$2.5M 78,767 +78,767 New
SC
34
Savant Capital
Illinois
$2.26M 71,137 +71,137 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.15M 67,892 -2,058 -3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.14M 67,601 +67,601 New
JWM
37
Jackson Wealth Management
Florida
$2.09M 64,038 +64,038 New
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.08M 65,499 +12,288 +23%
WP
39
WealthPLAN Partners
Nebraska
$2.01M 63,293 +63,293 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.84M 58,063 +58,063 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.84M 57,985 +21,579 +59%
SAMC
42
Spectrum Asset Management (California)
California
$1.76M 55,473 +55,473 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.71M 53,961 +43,534 +418%
RWP
44
RWA Wealth Partners
Massachusetts
$1.58M 49,790 -3,222 -6%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$1.48M 46,739 +3,110 +7%
AG
46
Advisor Group
Arizona
$1.29M 40,770 +26,782 +191%
AWM
47
AE Wealth Management
Kansas
$1.03M 32,595 +16,829 +107%
CIAS
48
Capital Investment Advisory Services
North Carolina
$1.01M 31,847 +31,847 New
PFM
49
Phillips Financial Management
Indiana
$1.01M 30,907 – –
KeyBank National Association
50
KeyBank National Association
Ohio
$982K 30,966 +30,966 New
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