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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

176 hedge funds and large institutions have $1.6B invested in 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.

Holders
176
Holders Change
+59
Holders Change %
+50.43%
% of All Funds
4.04%
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
1
Allworth Financial
California
$46.3M
2
GI
2
Gradient Investments
Minnesota
$48.7M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$48.3M
4
Bank of America
4
Bank of America
North Carolina
$77.5M
5
TC
5
Trilogy Capital
California
$27M

Top Sellers

1
State Street
1
State Street
Massachusetts
$239M
2
SMM
2
Stadion Money Management
Georgia
$330M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.72M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
AssetMark Inc
5
AssetMark Inc
California
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
ACG
76
Allen Capital Group
Nebraska
$1.24M 39,585 +12,496 +46%
CIAS
77
Capital Investment Advisory Services
North Carolina
$1.23M 39,157 +7,310 +23%
LI
78
LVZ Inc
Michigan
$1.12M 35,760 +35,760 New
FAIM
79
Financial Advocates Investment Management
Washington
$1.12M 35,710 +35,710 New
BS
80
Banco Santander
Spain
$1.11M 35,353 +35,353 New
AF
81
Advisornet Financial
Minnesota
$991K 31,529 +28,858 +1,080%
KeyBank National Association
82
KeyBank National Association
Ohio
$973K 30,966 – –
PFM
83
Phillips Financial Management
Indiana
$966K 30,907 – –
VIM
84
Vista Investment Management
Pennsylvania
$956K 30,430 +3,527 +13%
CA
85
Cetera Advisors
Colorado
$941K 29,996 +29,996 New
MSAM
86
Moloney Securities Asset Management
Missouri
$914K 29,087 +29,087 New
VCM
87
Vivaldi Capital Management
Illinois
$874K 27,812 +8,056 +41%
PWA
88
Peterson Wealth Advisors
Utah
$800K 25,450 +25,450 New
NA
89
NewEdge Advisors
Louisiana
$790K 25,455 +25,455 New
Mariner
90
Mariner
Kansas
$758K 24,124 +24,124 New
RCA
91
Rowland Carmichael Advisors
Arizona
$750K 23,865 +23,865 New
DWM
92
Darwin Wealth Management
Florida
$711K 22,628 +9,294 +70%
EGA
93
E&G Advisors
Texas
$697K 22,173 +22,173 New
AC
94
Alexandria Capital
Virginia
$651K 20,723 +4,161 +25%
ACP
95
Aveo Capital Partners
Colorado
$638K 20,297 +828 +4%
GBBWRPM
96
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$634K 20,172 +9,037 +81%
AWA
97
Arete Wealth Advisors
Illinois
$628K 19,985 +19,985 New
RFA
98
Reilly Financial Advisors
California
$603K 19,193 +2,957 +18%
SPIA
99
Steward Partners Investment Advisory
New York
$598K 19,054 -5,465 -22%
VDFA
100
Vickerman & Driscoll Financial Advisors
Washington
$578K 18,402 +18,402 New
2 3
4
5 6