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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
SFG
51
StrategIQ Financial Group
Indiana
$10.3M +$854K +29,980 +9%
FFS
52
Founders Financial Securities
Maryland
$9.83M +$4.4M +154,610 +85%
SWM
53
SigFig Wealth Management
California
$9.8M +$893K +31,335 +10%
IF
54
IRON Financial
Illinois
$9.08M +$440K +15,456 +5%
FAM
55
Formidable Asset Management
Ohio
$8.72M +$6.74M +236,443 +400%
Mariner
56
Mariner
Kansas
$8.08M +$2.41M +84,481 +44%
RA
57
RFG Advisory
Alabama
$7.75M -$2.62M -92,019 -26%
PAG
58
Private Advisor Group
New Jersey
$7.29M +$5.26M +184,674 +284%
WP
59
WealthPLAN Partners
Nebraska
$7.12M +$388K +13,613 +6%
WPSG
60
Wealth & Pension Services Group
Georgia
$6.41M +$98.6K +3,463 +2%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$6.2M +$766K +26,888 +15%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$5.97M +$5.07M +178,041 +675%
WP
63
WealthSource Partners
California
$5.83M +$1.72M +60,391 +43%
OMC
64
Old Mission Capital
Illinois
$5.52M +$4.57M +160,301 +561%
CPO
65
Cerity Partners OCIO
New York
$5.47M -$774K -27,157 -13%
W
66
Wealthquest
Ohio
$5.45M -$2.68K -94 -0.1%
Creative Planning
67
Creative Planning
Kansas
$5.39M +$4.66M +163,534 +778%
GFP
68
Gryphon Financial Partners
Ohio
$5.31M +$5.18M +181,920 New
HFP
69
Holistic Financial Partners
Indiana
$5.31M +$5.18M +181,920 New
UCFA
70
United Capital Financial Advisors
Texas
$4.9M +$130K +4,554 +3%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$4.84M -$8.1M -284,379 -63%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$4.62M +$791K +27,759 +21%
MGIA
73
Moneta Group Investment Advisors
Missouri
$4.57M +$156K +5,482 +4%
SC
74
Savant Capital
Illinois
$4.54M +$311K +10,910 +8%
S
75
Surevest
California
$4.4M +$242K +8,495 +6%