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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

195 hedge funds and large institutions have $1.7B invested in SPDR Portfolio Developed World ex-US ETF in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
195
Holders Change
+19
Holders Change %
+10.8%
% of All Funds
4.47%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.41%
New
33
Increased
113
Reduced
30
Closed
11
Calls
$240K
Puts
–
Net Calls
+$240K
Net Calls Change
+$240K

Top Buyers

1
FU
1
Fairfield University
Connecticut
$48.1M
2
AF
2
Allworth Financial
California
$82M
3
UBS Group
3
UBS Group
Switzerland
$34.9M
4
CWM
4
Cornerstone Wealth Management
Missouri
$16.9M
5
Axa
5
Axa
France
$11.9M

Top Sellers

1
State Street
1
State Street
Massachusetts
$216M
2
AssetMark Inc
2
AssetMark Inc
California
$119M
3
SMM
3
Stadion Money Management
Georgia
$310M
4
Morgan Stanley
4
Morgan Stanley
New York
$13.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
76
Strategic Wealth Partners
Ohio
$1.64M 53,815 +7,097 +15%
WAM
77
Watermark Asset Management
California
$1.56M 51,320 +2,352 +5%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$1.52M 50,117 -172 -0.3%
RWP
79
RWA Wealth Partners
Massachusetts
$1.52M 50,064 +274 +0.6%
FAIM
80
Financial Advocates Investment Management
Washington
$1.5M 49,794 +14,084 +39%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$1.46M 48,063 – –
LI
82
LVZ Inc
Michigan
$1.45M 47,843 +12,083 +34%
DSN
83
D. Scott Neal
Kentucky
$1.41M 46,386 +46,386 New
CIAS
84
Capital Investment Advisory Services
North Carolina
$1.29M 42,328 +3,171 +8%
AIS
85
Accurate Investment Solutions
Pennsylvania
$1.27M 41,817 +32,079 +329%
WPSG
86
Wealth & Pension Services Group
Georgia
$1.18M 38,944 +38,944 New
FWM
87
Frontier Wealth Management
Missouri
$1.18M 38,834 +38,834 New
ACG
88
Allen Capital Group
Nebraska
$1.1M 36,121 -3,464 -9%
VCM
89
Vivaldi Capital Management
Illinois
$1.09M 35,916 +8,104 +29%
AF
90
Advisornet Financial
Minnesota
$1.08M 35,649 +4,120 +13%
BS
91
Banco Santander
Spain
$1.08M 35,643 +290 +0.8%
VIM
92
Vista Investment Management
Pennsylvania
$1.03M 33,872 +3,442 +11%
CA
93
Cetera Advisors
Colorado
$999K 32,833 +2,837 +9%
SSWM
94
Sheets Smith Wealth Management
North Carolina
$977K 32,144 +23,533 +273%
AC
95
Alexandria Capital
Virginia
$962K 31,660 +10,937 +53%
MSAM
96
Moloney Securities Asset Management
Missouri
$948K 31,198 +2,111 +7%
JIC
97
JRM Investment Counsel
Nebraska
$936K 30,792 -9,510 -24%
DWM
98
Darwin Wealth Management
Florida
$932K 31,353 +8,725 +39%
KeyBank National Association
99
KeyBank National Association
Ohio
$931K 30,613 -353 -1%
PFM
100
Phillips Financial Management
Indiana
$926K 30,775 -132 -0.4%
2 3
4
5 6