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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
RMAM
51
Raab & Moskowitz Asset Management
New Jersey
$969K +$953K +30,571 New
PA
52
Probity Advisors
Texas
$947K +$932K +29,889 New
IH
53
IFC Holdings
Florida
$912K +$102K +3,271 +13%
JIC
54
JRM Investment Counsel
Nebraska
$898K +$884K +28,344 New
ACG
55
Allen Capital Group
Nebraska
$859K +$845K +27,089 New
VIM
56
Vista Investment Management
Pennsylvania
$853K +$839K +26,903 New
SPIA
57
Steward Partners Investment Advisory
New York
$777K +$163K +5,231 +27%
WAM
58
Watermark Asset Management
California
$732K +$720K +23,091 New
UAS
59
United Asset Strategies
New York
$720K +$709K +22,725 New
RJA
60
Raymond James & Associates
Florida
$700K +$689K +22,096 New
MAS
61
Managed Account Services
Florida
$641K +$631K +20,225 New
VCM
62
Vivaldi Capital Management
Illinois
$626K +$616K +19,756 New
ACP
63
Aveo Capital Partners
Colorado
$617K +$2.65K +85 +0.4%
SS
64
Simplicity Solutions
Minnesota
$569K +$559K +17,935 New
EWF
65
Epstein & White Financial
California
$556K +$528K +16,942 New
CWM
66
Cornerstone Wealth Management
Missouri
$554K
AC
67
Alexandria Capital
Virginia
$525K +$516K +16,562 New
SFM
68
Signet Financial Management
New Jersey
$523K +$515K +16,508 New
RFA
69
Reilly Financial Advisors
California
$515K +$506K +16,236 New
DWM
70
Darwin Wealth Management
Florida
$423K +$416K +13,334 New
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$396K +$37.2K +1,193 +11%
IA
72
IFP Advisors
Florida
$386K +$202K +6,477 +114%
SBL
73
Sargent Bickham Lagudis
Colorado
$380K
GBBWRPM
74
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$370K +$347K +11,135 New
AFP
75
Ausdal Financial Partners
Iowa
$348K +$342K +10,974 New