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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

289 hedge funds and large institutions have $2.13B invested in SPDR Portfolio Developed World ex-US ETF in 2018 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 114 increasing their positions, 59 reducing their positions, and 18 closing their positions.

Holders
289
Holders Change
+78
Holders Change %
+36.97%
% of All Funds
6.45%
Holding in Top 10
38
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+90%
% of All Funds
0.85%
New
98
Increased
114
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAW
1
Cornerstone Advisors (Washington)
Washington
$110M
2
BL
2
Balentine LLC
Georgia
$55.1M
3
PPA
3
Parametric Portfolio Associates
Washington
$50.3M
4
Bank of America
4
Bank of America
North Carolina
$122M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$28M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$46.4M
2
SMM
2
Stadion Money Management
Georgia
$196M
3
FU
3
Fairfield University
Connecticut
$15.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
GFPC
5
Global Financial Private Capital
Florida
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$17.6M +$3.42M +129,277 +24%
WFPG
27
Waller Financial Planning Group
Ohio
$17.5M +$17.5M +661,872 New
SEIA
28
Signature Estate & Investment Advisors
California
$17.2M +$11.1M +418,472 +181%
ACM
29
AlphaStar Capital Management
North Carolina
$16.9M -$10.1M -382,578 -37%
BSWM
30
Boston Standard Wealth Management
Massachusetts
$16.7M +$1.13M +42,776 +7%
Morgan Stanley
31
Morgan Stanley
New York
$16.6M +$3.91M +147,767 +31%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$15.5M +$9.52M +359,926 +160%
FU
33
Fairfield University
Connecticut
$15.4M -$26.4M -998,013 -63%
PFA
34
Pure Financial Advisors
California
$14.3M +$3.76M +142,098 +36%
AG
35
Advisor Group
Arizona
$13.2M +$7.76M +293,219 +143%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$13M +$828K +31,299 +7%
Ameriprise
37
Ameriprise
Minnesota
$13M +$2.72M +103,275 +26%
MML Investors Services
38
MML Investors Services
Massachusetts
$12.8M -$917K -34,654 -7%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$12.3M +$6.4M +241,985 +108%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$11.9M +$8.41M +317,985 +241%
Truist Financial
41
Truist Financial
North Carolina
$11.4M +$3.84M +145,212 +51%
GF
42
Goodman Financial
Texas
$11M +$25.3K +957 +0.2%
LPL Financial
43
LPL Financial
California
$10.6M +$6.2M +234,279 +140%
EFL
44
ERn Financial LLC
Wisconsin
$10.5M +$10.5M +398,280 New
Axa
45
Axa
France
$10.3M – – –
BP
46
Ballentine Partners
Massachusetts
$9.58M +$9.58M +362,130 New
RA
47
RFG Advisory
Alabama
$9.47M +$3.95M +149,466 +72%
AAS
48
Annex Advisory Services
Wisconsin
$9.1M +$1.94M +73,234 +27%
CG
49
CFO4Life Group
Texas
$8.72M +$8.72M +329,670 New
SFG
50
StrategIQ Financial Group
Indiana
$8.54M +$1.36M +51,541 +19%
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