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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
CAG
76
Csenge Advisory Group
Florida
$333K -$7.73K -248 -2%
WEC
77
Winslow Evans & Crocker
Massachusetts
$317K +$312K +10,000 New
AAM
78
Aureus Asset Management
Massachusetts
$296K
FAAS
79
First Allied Advisory Services
California
$294K
SSWM
80
Sheets Smith Wealth Management
North Carolina
$270K +$62 +2 +0%
Renaissance Technologies
81
Renaissance Technologies
New York
$260K +$256K +8,200 New
William Blair & Company
82
William Blair & Company
Illinois
$254K +$250K +8,013 New
JFA
83
JNBA Financial Advisors
Minnesota
$247K +$243K +7,804 New
Creative Planning
84
Creative Planning
Kansas
$244K +$9.57K +307 +4%
SEI Investments
85
SEI Investments
Pennsylvania
$235K +$219K +7,035 +1,886%
I
86
IberiaBank
Louisiana
$224K
FCMT
87
Founders Capital Management (Texas)
Texas
$218K +$215K +6,880 New
BTS
88
BB&T Securities
Virginia
$204K +$202K +6,464 New
NGA
89
Naples Global Advisors
Florida
$202K +$199K +6,375 New
JWA
90
JFS Wealth Advisors
Pennsylvania
$156K +$153K +4,909 New
AIS
91
Accurate Investment Solutions
Pennsylvania
$143K +$141K +4,509 New
GWM
92
Geneos Wealth Management
Colorado
$123K +$90.1K +2,890 +289%
US Bancorp
93
US Bancorp
Minnesota
$97K +$62.7K +2,011 +193%
AF
94
Advisornet Financial
Minnesota
$85K +$83.3K +2,671 New
GF
95
Goodman Financial
Texas
$69K +$68.3K +2,190 New
APA
96
American Portfolios Advisors
New York
$67.6K +$66.5K +2,133 New
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$59K +$57.7K +1,850 New
WTB
98
Washington Trust Bank
Washington
$55K
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$41K -$2.62K -84 -6%
KPCM
100
Kings Point Capital Management
New York
$41K +$40.5K +1,300 New