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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 %
EGA
101
E&G Advisors
Texas
$885K 29,115 +6,942 +31%
PWA
102
Peterson Wealth Advisors
Utah
$863K 28,377 +2,927 +12%
RCA
103
Rowland Carmichael Advisors
Arizona
$855K 28,120 +4,255 +18%
CPO
104
Cerity Partners OCIO
New York
$831K 27,345 +12,577 +85%
Mariner
105
Mariner
Kansas
$819K 26,936 +2,812 +12%
VDFA
106
Vickerman & Driscoll Financial Advisors
Washington
$808K 26,594 +8,192 +45%
GBBWRPM
107
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$804K 26,438 +6,266 +31%
BWM
108
Bernicke Wealth Management
Wisconsin
$719K 23,643 -63,517 -73%
SFG
109
SNS Financial Group
Minnesota
$695K 22,873 +13,274 +138%
SPC
110
Salient Private Client
Texas
$676K 22,225 +22,225 New
Northern Trust
111
Northern Trust
Illinois
$625K 20,567 +4,620 +29%
LA
112
LexAurum Advisors
Kansas
$621K 20,419 +6,503 +47%
GSC
113
G&S Capital
Colorado
$611K 20,094 +2,090 +12%
ACP
114
Aveo Capital Partners
Colorado
$597K 19,649 -648 -3%
JFA
115
JNBA Financial Advisors
Minnesota
$588K 19,351 +8,706 +82%
RFA
116
Reilly Financial Advisors
California
$576K 18,934 -259 -1%
LFAS
117
Level Four Advisory Services
Texas
$550K 18,122 +6,481 +56%
CF
118
Centaurus Financial
California
$523K 17,194 +17,194 New
MWAC
119
Mariner Wealth Advisors (Cincinnati)
Ohio
$463K 15,225 +7,725 +103%
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$445K 14,459 +14,459 New
EWF
121
Epstein & White Financial
California
$433K 14,278 -1,844 -11%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$397K 13,067 -168 -1%
JWA
123
JFS Wealth Advisors
Pennsylvania
$388K 12,756 +1,250 +11%
GWM
124
Geneos Wealth Management
Colorado
$383K 12,620 +870 +7%
MA
125
Mutual Advisors
Nebraska
$371K 12,189 +2,661 +28%
3 4
5
6 7