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State Street SPDR Portfolio Developed World ex-US ETF

298 hedge funds and large institutions have $2.9B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 164 increasing their positions, 69 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 69

36% more capital invested

Capital invested by funds: $2.13B → $2.9B (+$767M)

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

3% more funds holding

Funds holding: 289298 (+9)

1.33% less ownership

Funds ownership: 62.75%61.43% (-1.3%)

Holders
298
Holders Change
+9
Holders Change %
+3.11%
% of All Funds
6.45%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.87%
New
38
Increased
164
Reduced
69
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
McNamara Financial Services
Massachusetts
$25.1M +$933K +32,737 +4%
SEIA
27
Signature Estate & Investment Advisors
California
$24.3M +$5.19M +182,089 +28%
AA
28
Advisory Alpha
Michigan
$23.9M +$1.67M +58,732 +8%
FHA
29
First Horizon Advisors
Tennessee
$23.2M +$907K +31,853 +4%
WFPG
30
Waller Financial Planning Group
Ohio
$22.3M +$2.31M +81,145 +12%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$20.6M +$3.39M +119,074 +20%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$19.5M +$11.9M +417,577 +371%
BSWM
33
Boston Standard Wealth Management
Massachusetts
$19.4M +$616K +21,636 +3%
EFL
34
ERn Financial LLC
Wisconsin
$17.5M +$5.28M +185,487 +47%
FU
35
Fairfield University
Connecticut
$17M
Ameriprise
36
Ameriprise
Minnesota
$16.7M +$2.19M +76,800 +16%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$16.1M +$1.63M +57,200 +12%
BC
38
Brio Consultants
California
$16M -$5.29M -185,817 -25%
PFA
39
Pure Financial Advisors
California
$15.6M -$148K -5,185 -1%
Wells Fargo
40
Wells Fargo
California
$15.3M -$4.01M -140,726 -21%
MML Investors Services
41
MML Investors Services
Massachusetts
$14.7M +$540K +18,951 +4%
Morgan Stanley
42
Morgan Stanley
New York
$14.6M -$3.68M -129,189 -21%
Truist Financial
43
Truist Financial
North Carolina
$13.3M +$620K +21,777 +5%
GF
44
Goodman Financial
Texas
$12.4M +$244K +8,571 +2%
ACA
45
Aptus Capital Advisors
Alabama
$11.7M +$5.26M +184,661 +85%
Axa
46
Axa
France
$11.4M
WI
47
WrapManager Inc
California
$11M +$3.69M +129,499 +52%
APC
48
Aspire Private Capital
North Carolina
$10.8M +$2.5M +87,765 +31%
BP
49
Ballentine Partners
Massachusetts
$10.7M +$125K +4,373 +1%
LPL Financial
50
LPL Financial
California
$10.4M -$1.29M -45,382 -11%