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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 %
CAG
76
Csenge Advisory Group
Florida
$333K 10,498 -248 -2%
WEC
77
Winslow Evans & Crocker
Massachusetts
$317K 10,000 +10,000 New
AAM
78
Aureus Asset Management
Massachusetts
$296K 9,347 – –
FAAS
79
First Allied Advisory Services
California
$294K 9,278 – –
SSWM
80
Sheets Smith Wealth Management
North Carolina
$270K 8,511 +2 +0%
Renaissance Technologies
81
Renaissance Technologies
New York
$260K 8,200 +8,200 New
William Blair & Company
82
William Blair & Company
Illinois
$254K 8,013 +8,013 New
JFA
83
JNBA Financial Advisors
Minnesota
$247K 7,804 +7,804 New
Creative Planning
84
Creative Planning
Kansas
$244K 7,701 +307 +4%
SEI Investments
85
SEI Investments
Pennsylvania
$235K 7,408 +7,035 +1,886%
I
86
IberiaBank
Louisiana
$224K 7,056 – –
FCMT
87
Founders Capital Management (Texas)
Texas
$218K 6,880 +6,880 New
BTS
88
BB&T Securities
Virginia
$204K 6,464 +6,464 New
NGA
89
Naples Global Advisors
Florida
$202K 6,375 +6,375 New
JWA
90
JFS Wealth Advisors
Pennsylvania
$156K 4,909 +4,909 New
AIS
91
Accurate Investment Solutions
Pennsylvania
$143K 4,509 +4,509 New
GWM
92
Geneos Wealth Management
Colorado
$123K 3,890 +2,890 +289%
US Bancorp
93
US Bancorp
Minnesota
$97K 3,053 +2,011 +193%
AF
94
Advisornet Financial
Minnesota
$85K 2,671 +2,671 New
GF
95
Goodman Financial
Texas
$69K 2,190 +2,190 New
APA
96
American Portfolios Advisors
New York
$67.6K 2,133 +2,133 New
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$59K 1,850 +1,850 New
WTB
98
Washington Trust Bank
Washington
$55K 1,746 – –
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$41K 1,305 -84 -6%
KPCM
100
Kings Point Capital Management
New York
$41K 1,300 +1,300 New
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4
5