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State Street SPDR Portfolio Developed World ex-US ETF

321 hedge funds and large institutions have $2.51B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 169 increasing their positions, 80 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 80

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

5% more funds holding

Funds holding: 307321 (+14)

5.81% less ownership

Funds ownership: 57.99%52.18% (-5.8%)

7% less capital invested

Capital invested by funds: $2.71B → $2.51B (-$203M)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
321
Holders Change
+14
Holders Change %
+4.56%
% of All Funds
7.04%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.75%
New
47
Increased
169
Reduced
80
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
76
JNBA Financial Advisors
Minnesota
$5.26M +$840K +28,954 +19%
S
77
Surevest
California
$5.23M -$40.2K -1,385 -0.8%
CA
78
Continuum Advisory
Idaho
$5.15M +$467K +16,091 +10%
CPO
79
Cerity Partners OCIO
New York
$5.12M -$119K -4,099 -2%
MAS
80
Managed Account Services
Florida
$5.12M +$468K +16,147 +10%
BA
81
Bristlecone Advisors
Washington
$5.08M +$4.74M +163,395 +1,714%
W
82
Wealthquest
Ohio
$4.67M -$345K -11,908 -7%
SCA
83
Snowden Capital Advisors
New York
$4.57M +$295K +10,174 +7%
FFS
84
Founders Financial Securities
Maryland
$4.4M +$196K +6,768 +5%
PA
85
Probity Advisors
Texas
$4.38M +$109K +3,753 +3%
Citadel Advisors
86
Citadel Advisors
Florida
$4.21M +$4.16M +143,576 New
FWM
87
Foresight Wealth Management
Utah
$4.14M +$32.3K +1,112 +0.8%
AC
88
Alexandria Capital
Virginia
$3.97M +$251K +8,663 +7%
BWFA
89
Baltimore-Washington Financial Advisors
Maryland
$3.84M +$292K +10,083 +8%
OWM
90
Opes Wealth Management
California
$3.8M +$48.2K +1,663 +1%
SFM
91
Signet Financial Management
New Jersey
$3.76M +$254K +8,746 +8%
SC
92
Scotia Capital
Ontario, Canada
$3.75M +$74.9K +2,583 +2%
TCM
93
Towercrest Capital Management
Pennsylvania
$3.69M +$328K +11,293 +10%
VBFP
94
Valtinson Bruner Financial Planning
Minnesota
$3.65M +$3.27M +112,761 +1,024%
AAS
95
Annex Advisory Services
Wisconsin
$3.64M +$216K +7,459 +6%
GRP
96
Global Retirement Partners
California
$3.48M +$3.43M +118,429 New
AWMG
97
Alliance Wealth Management Group
New Jersey
$3.36M +$199K +6,871 +6%
AFP
98
Ausdal Financial Partners
Iowa
$3.22M -$686K -23,670 -18%
GC
99
Grimes & Company
Massachusetts
$3.2M -$20M -691,195 -86%
TFA
100
TPG Financial Advisors
Oregon
$3.17M +$867K +29,887 +38%

SPDW Hedge Fund Activity: Q3 2019 in Review

321 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q3 2019, worth a combined $2.51B — down 7.5% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SPDW positions and 29 closed out — a net gain of 18 holders — while 169 added to existing stakes and 80 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $16.2M. The largest seller was Cornerstone Advisors (Washington), exiting entirely with an estimated $222M sold.

  • 321 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q3 2019, up from 307 in Q2 2019.
  • Funds reported $2.51B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q3 2019, down 7.5% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q3 2019 and 29 closed out, a net change of +18 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q3 2019 was Susquehanna International Group, an estimated $16.2M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q3 2019 was Cornerstone Advisors (Washington), an estimated $222M sold.

Based on aggregated 13F filings for Q3 2019.