We are live on ! Find out more
SPDW icon

State Street SPDR Portfolio Developed World ex-US ETF

289 hedge funds and large institutions have $2.13B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2018 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 114 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

444% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 18

93% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 59

90% more funds holding in top 10

Funds holding in top 10: 2038 (+18)

37% more funds holding

Funds holding: 211289 (+78)

13% more capital invested

Capital invested by funds: $1.88B → $2.13B (+$247M)

2.14% more ownership

Funds ownership: 60.62%62.75% (+2.1%)

Holders
289
Holders Change
+78
Holders Change %
+36.97%
% of All Funds
6.44%
Holding in Top 10
38
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+90%
% of All Funds
0.85%
New
98
Increased
114
Reduced
59
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$3.45M +$99.3K +3,522 +3%
JFA
77
JNBA Financial Advisors
Minnesota
$3.37M +$3.59M +127,285 New
PG
78
Proffitt & Goodson
Tennessee
$3.33M +$3.55M +126,010 New
SCA
79
Snowden Capital Advisors
New York
$3.31M -$270K -9,583 -7%
Comerica Bank
80
Comerica Bank
Texas
$3.18M +$3.18M +112,824 New
JMPWA
81
JP Morgan Private Wealth Advisors
California
$3.16M +$1.17M +41,644 +53%
LPWM
82
Lake Point Wealth Management
Texas
$3.06M +$3.26M +115,615 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$2.97M +$2.26M +80,061 +247%
AWMG
84
Alliance Wealth Management Group
New Jersey
$2.95M +$10.1K +359 +0.3%
TCM
85
Towercrest Capital Management
Pennsylvania
$2.95M +$10.1K +359 +0.3%
FWM
86
Foresight Wealth Management
Utah
$2.95M +$3.14M +111,531 New
AC
87
Alexandria Capital
Virginia
$2.88M +$1.98M +70,375 +183%
GRP
88
Global Retirement Partners
California
$2.8M +$2.98M +105,823 New
Principal Financial Group
89
Principal Financial Group
Iowa
$2.78M +$2.96M +104,954 New
FFA
90
First Foundation Advisors
California
$2.75M +$2.93M +103,870 New
CAL
91
Capital Analysts LLC
Pennsylvania
$2.63M +$2.8M +99,427 New
AFP
92
Ausdal Financial Partners
Iowa
$2.61M -$422K -14,954 -13%
BHWM
93
Bay Harbor Wealth Management
Maryland
$2.56M +$2.73M +96,729 New
PSG
94
Planning Solutions Group
Maryland
$2.51M +$2.68M +94,916 New
SFM
95
Signet Financial Management
New Jersey
$2.48M +$328K +11,622 +14%
CA
96
Continuum Advisory
Idaho
$2.42M -$794K -28,167 -24%
William Blair & Company
97
William Blair & Company
Illinois
$2.42M +$1.2M +42,610 +122%
IA
98
IFP Advisors
Florida
$2.4M -$848K -30,090 -25%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$2.35M +$1.15M +40,688 +84%
MFT
100
Moisand Fitzgerald Tamayo
Florida
$2.27M +$278K +9,865 +13%