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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 %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$370K 12,167 +12,167 New
SBL
127
Sargent Bickham Lagudis
Colorado
$364K 11,979 – –
JWS
128
Juncture Wealth Strategies
Arizona
$362K 11,893 +11,893 New
RJA
129
Raymond James & Associates
Florida
$334K 10,977 -108,202 -91%
HPC
130
Hobart Private Capital
North Carolina
$333K 10,940 +3,841 +54%
F
131
F3Logic
Minnesota
$318K 10,460 -5,601 -35%
PSUF
132
People's United Financial
Connecticut
$316K 10,390 +10,390 New
William Blair & Company
133
William Blair & Company
Illinois
$309K 10,153 – –
RC
134
Roundview Capital
New Jersey
$297K 9,766 – –
BWFA
135
Baltimore-Washington Financial Advisors
Maryland
$294K 9,678 +1,736 +22%
AAM
136
Aureus Asset Management
Massachusetts
$284K 9,347 – –
RFC
137
Regions Financial Corp
Alabama
$274K 9,010 +9,010 New
BA
138
BKS Advisors
Michigan
$269K 8,842 +8,842 New
Creative Planning
139
Creative Planning
Kansas
$264K 8,694 -191 -2%
UAS
140
United Asset Strategies
New York
$262K 8,617 +602 +8%
SPIA
141
Steward Partners Investment Advisory
New York
$257K 8,464 -10,590 -56%
NGA
142
Naples Global Advisors
Florida
$250K 8,230 -288 -3%
SB
143
Suntrust Banks
Georgia
$248K 8,162 +570 +8%
JSL
144
JT Stratford LLC
Georgia
$244K 8,025 +8,025 New
FCMT
145
Founders Capital Management (Texas)
Texas
$229K 7,545 +425 +6%
SWP
146
Stratos Wealth Partners
Ohio
$228K 7,498 +7,430 +10,926%
BTS
147
BB&T Securities
Virginia
$219K 7,236 +7,236 New
VC
148
Vicus Capital
Pennsylvania
$217K 7,126 +26 +0.4%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$217K 7,143 +7,143 New
Millennium Management
150
Millennium Management
New York
$209K 6,877 +6,877 New
4 5
6
7 8