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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

289 hedge funds and large institutions have $2.13B invested in 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
Holders
289
Holders Change
+78
Holders Change %
+36.97%
% of All Funds
6.45%
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
–

Top Buyers

1
CAW
Cornerstone Advisors (Washington)
Washington
$110M
2
BL
Balentine LLC
Georgia
$55.1M
3
PPA
Parametric Portfolio Associates
Washington
$50.3M
4
Bank of America
Bank of America
North Carolina
$122M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28M

Top Sellers

1
HI
Horizon Investments
North Carolina
$46.4M
2
SMM
Stadion Money Management
Georgia
$196M
3
FU
Fairfield University
Connecticut
$15.4M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
GFPC
Global Financial Private Capital
Florida
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAMC
126
Spectrum Asset Management (California)
California
$1.53M -$69K -2,610 -4%
AF
127
Advisornet Financial
Minnesota
$1.48M +$197K +7,456 +15%
VIP
128
Vantage Investment Partners
Missouri
$1.47M -$1.96M -74,247 -57%
RRC
129
Relaxing Retirement Coach
Massachusetts
$1.47M +$1.47M +55,588 New
WAM
130
Watermark Asset Management
California
$1.42M +$50.1K +1,894 +4%
AW
131
ACG Wealth
Georgia
$1.37M -$181K -6,853 -12%
VIM
132
Vista Investment Management
Pennsylvania
$1.36M +$187K +7,065 +16%
RCG
133
Ruggie Capital Group
Florida
$1.28M +$1.19M +45,007 +1,303%
BI
134
Ballast Inc
Kentucky
$1.28M +$1.28M +48,365 New
VCM
135
Vivaldi Capital Management
Illinois
$1.27M -$18.6K -703 -1%
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$1.2M -$154K -5,834 -11%
EK
137
Evensky & Katz
Florida
$1.16M +$973K +36,808 +534%
5L
138
55I LLC
Massachusetts
$1.05M +$1.05M +39,723 New
BWFA
139
Baltimore-Washington Financial Advisors
Maryland
$1.02M +$537K +20,299 +111%
GBBWRPM
140
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1M +$206K +7,790 +26%
AIS
141
Accurate Investment Solutions
Pennsylvania
$981K -$263K -9,958 -21%
JWA
142
JFS Wealth Advisors
Pennsylvania
$969K +$572K +21,610 +144%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$968K +$940K +35,544 +3,347%
IAS
144
INR Advisory Services
Pennsylvania
$965K +$607K +22,923 +169%
SIA
145
Strategic Investment Advisors
Michigan
$961K +$961K +36,324 New
SHIM
146
Stone House Investment Management
Pennsylvania
$903K +$229K +8,649 +34%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$889K +$356K +12,684 +67%
PWA
148
Peterson Wealth Advisors
Utah
$886K +$69.4K +2,625 +9%
OAM
149
Occidental Asset Management
California
$880K +$94.2K +3,560 +12%
VDFA
150
Vickerman & Driscoll Financial Advisors
Washington
$872K +$118K +4,449 +16%
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6
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