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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 %
RMAM
51
Raab & Moskowitz Asset Management
New Jersey
$969K 30,571 +30,571 New
PA
52
Probity Advisors
Texas
$947K 29,889 +29,889 New
IH
53
IFC Holdings
Florida
$912K 28,786 +3,271 +13%
JIC
54
JRM Investment Counsel
Nebraska
$898K 28,344 +28,344 New
ACG
55
Allen Capital Group
Nebraska
$859K 27,089 +27,089 New
VIM
56
Vista Investment Management
Pennsylvania
$853K 26,903 +26,903 New
SPIA
57
Steward Partners Investment Advisory
New York
$777K 24,519 +5,231 +27%
WAM
58
Watermark Asset Management
California
$732K 23,091 +23,091 New
UAS
59
United Asset Strategies
New York
$720K 22,725 +22,725 New
RJA
60
Raymond James & Associates
Florida
$700K 22,096 +22,096 New
MAS
61
Managed Account Services
Florida
$641K 20,225 +20,225 New
VCM
62
Vivaldi Capital Management
Illinois
$626K 19,756 +19,756 New
ACP
63
Aveo Capital Partners
Colorado
$617K 19,469 +85 +0.4%
SS
64
Simplicity Solutions
Minnesota
$569K 17,935 +17,935 New
EWF
65
Epstein & White Financial
California
$556K 16,942 +16,942 New
CWM
66
Cornerstone Wealth Management
Missouri
$554K 17,021 – –
AC
67
Alexandria Capital
Virginia
$525K 16,562 +16,562 New
SFM
68
Signet Financial Management
New Jersey
$523K 16,508 +16,508 New
RFA
69
Reilly Financial Advisors
California
$515K 16,236 +16,236 New
DWM
70
Darwin Wealth Management
Florida
$423K 13,334 +13,334 New
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$396K 12,485 +1,193 +11%
IA
72
IFP Advisors
Florida
$386K 12,181 +6,477 +114%
SBL
73
Sargent Bickham Lagudis
Colorado
$380K 11,979 – –
GBBWRPM
74
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$370K 11,135 +11,135 New
AFP
75
Ausdal Financial Partners
Iowa
$348K 10,974 +10,974 New
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