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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

176 hedge funds and large institutions have $1.6B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 72 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

843% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 7

279% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 19

150% more funds holding in top 10

Funds holding in top 10: 8 → 20 (+12)

50% more funds holding

Funds holding: 117 → 176 (+59)

25% more capital invested

Capital invested by funds: $1.28B → $1.6B (+$317M)

6.29% less ownership

Funds ownership: 68.01% → 61.72% (-6.3%)

Holders
176
Holders Change
+59
Holders Change %
+50.43%
% of All Funds
4.03%
Holding in Top 10
20
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+150%
% of All Funds
0.46%
New
66
Increased
72
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
+$47.3M
2
GI
Gradient Investments
Minnesota
+$45.4M
3
BCI
Brinker Capital Investments
Pennsylvania
+$43.7M
4
Bank of America
Bank of America
North Carolina
+$39.9M
5
TC
Trilogy Capital
California
+$27.6M

Top Sellers

1
State Street
State Street
Massachusetts
-$16.4M
2
SMM
Stadion Money Management
Georgia
-$8.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.33M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.14M
5
AssetMark Inc
AssetMark Inc
California
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
76
Allen Capital Group
Nebraska
$1.24M +$401K +12,496 +46%
CIAS
77
Capital Investment Advisory Services
North Carolina
$1.23M +$235K +7,310 +23%
LI
78
LVZ Inc
Michigan
$1.12M +$1.15M +35,760 New
FAIM
79
Financial Advocates Investment Management
Washington
$1.12M +$1.15M +35,710 New
BS
80
Banco Santander
Spain
$1.11M +$1.13M +35,353 New
AF
81
Advisornet Financial
Minnesota
$991K +$926K +28,858 +1,080%
KeyBank National Association
82
KeyBank National Association
Ohio
$973K – – –
PFM
83
Phillips Financial Management
Indiana
$966K – – –
VIM
84
Vista Investment Management
Pennsylvania
$956K +$113K +3,527 +13%
CA
85
Cetera Advisors
Colorado
$941K +$963K +29,996 New
MSAM
86
Moloney Securities Asset Management
Missouri
$914K +$933K +29,087 New
VCM
87
Vivaldi Capital Management
Illinois
$874K +$259K +8,056 +41%
PWA
88
Peterson Wealth Advisors
Utah
$800K +$817K +25,450 New
NA
89
NewEdge Advisors
Louisiana
$790K +$817K +25,455 New
Mariner
90
Mariner
Kansas
$758K +$774K +24,124 New
RCA
91
Rowland Carmichael Advisors
Arizona
$750K +$766K +23,865 New
DWM
92
Darwin Wealth Management
Florida
$711K +$298K +9,294 +70%
EGA
93
E&G Advisors
Texas
$697K +$712K +22,173 New
AC
94
Alexandria Capital
Virginia
$651K +$134K +4,161 +25%
ACP
95
Aveo Capital Partners
Colorado
$638K +$26.6K +828 +4%
GBBWRPM
96
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$634K +$290K +9,037 +81%
AWA
97
Arete Wealth Advisors
Illinois
$628K +$641K +19,985 New
RFA
98
Reilly Financial Advisors
California
$603K +$94.9K +2,957 +18%
SPIA
99
Steward Partners Investment Advisory
New York
$598K -$175K -5,465 -22%
VDFA
100
Vickerman & Driscoll Financial Advisors
Washington
$578K +$591K +18,402 New
2 3
4
5 6

SPDW Hedge Fund Activity: Q1 2018 in Review

176 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2018, worth a combined $1.6B — up 25% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPDW positions and 7 closed out — a net gain of 59 holders — while 72 added to existing stakes and 19 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $47.3M. The largest seller was State Street, cutting an estimated $16.4M.

  • 176 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2018, up from 117 in Q4 2017.
  • Funds reported $1.6B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2018, up 25% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2018 and 7 closed out, a net change of +59 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2018 was Allworth Financial, an estimated $47.3M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2018 was State Street, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2018.