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State Street SPDR Portfolio Developed World ex-US ETF

298 hedge funds and large institutions have $2.9B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 164 increasing their positions, 69 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 69

36% more capital invested

Capital invested by funds: $2.13B → $2.9B (+$767M)

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

3% more funds holding

Funds holding: 289298 (+9)

1.33% less ownership

Funds ownership: 62.75%61.43% (-1.3%)

Holders
298
Holders Change
+9
Holders Change %
+3.11%
% of All Funds
6.45%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.87%
New
38
Increased
164
Reduced
69
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NB
101
Nicolet Bankshares
Wisconsin
$2.95M +$993K +34,860 +53%
BI
102
Ballast Inc
Kentucky
$2.84M +$1.4M +48,979 +101%
BA
103
BKS Advisors
Michigan
$2.76M +$1.89M +66,306 +236%
PSG
104
Planning Solutions Group
Maryland
$2.73M -$42.8K -1,503 -2%
AI
105
Atria Investments
North Carolina
$2.7M +$205K +7,213 +8%
MFT
106
Moisand Fitzgerald Tamayo
Florida
$2.65M +$143K +5,028 +6%
AWA
107
Arete Wealth Advisors
Illinois
$2.63M +$289K +10,153 +13%
FC
108
Financial Consulate
Maryland
$2.57M +$844K +29,635 +51%
William Blair & Company
109
William Blair & Company
Illinois
$2.56M +$127K +4,465 +6%
AF
110
Advisornet Financial
Minnesota
$2.54M +$882K +30,953 +55%
Principal Financial Group
111
Principal Financial Group
Iowa
$2.54M -$516K -18,111 -17%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$2.49M -$102K -3,569 -4%
HighTower Advisors
113
HighTower Advisors
Illinois
$2.36M +$367K +12,878 +19%
SWP
114
Strategic Wealth Partners
Ohio
$2.29M +$387K +13,581 +21%
ACG
115
Allen Capital Group
Nebraska
$2.25M +$310K +10,891 +16%
VDFA
116
Vickerman & Driscoll Financial Advisors
Washington
$2.25M +$1.25M +43,898 +133%
HFS
117
Howard Financial Services
Texas
$2.22M -$221K -7,763 -9%
RMAM
118
Raab & Moskowitz Asset Management
New Jersey
$2.19M -$35.9K -1,261 -2%
FAIM
119
Financial Advocates Investment Management
Washington
$2.15M +$171K +6,005 +9%
CIAS
120
Capital Investment Advisory Services
North Carolina
$2.15M +$259K +9,105 +14%
5L
121
55I LLC
Massachusetts
$2.05M +$870K +30,529 +77%
AMM
122
American Money Management
California
$2.01M +$175K +6,140 +10%
JP Morgan Chase
123
JP Morgan Chase
New York
$2.01M -$1.48K -52 -0.1%
SAMC
124
Spectrum Asset Management (California)
California
$1.93M +$239K +8,390 +15%
AIC
125
Ameritas Investment Company
Nebraska
$1.91M +$184K +6,472 +11%