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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

298 hedge funds and large institutions have $2.9B invested in 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.

Holders
298
Holders Change
+9
Holders Change %
+3.11%
% of All Funds
6.46%
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
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$360M
2
CAW
2
Cornerstone Advisors (Washington)
Washington
$215M
3
HI
3
Horizon Investments
North Carolina
$145M
4
PI
4
PFS Investments
Georgia
$80.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$43.9M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$26.9M
2
FI
2
FormulaFolio Investments
Michigan
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
Bank of America
4
Bank of America
North Carolina
$111M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
126
SNS Financial Group
Minnesota
$1.9M 65,076 +493 +0.8%
OC
127
Oarsman Capital
Wisconsin
$1.87M 63,969 +3,905 +7%
ASN
128
Advisory Services Network
Georgia
$1.8M 61,641 +61,641 New
RRC
129
Relaxing Retirement Coach
Massachusetts
$1.77M 60,575 +4,987 +9%
VIM
130
Vista Investment Management
Pennsylvania
$1.74M 59,461 +8,063 +16%
RJA
131
Raymond James & Associates
Florida
$1.71M 58,372 -122,931 -68%
CA
132
Cetera Advisors
Colorado
$1.66M 56,720 -2,119 -4%
VIP
133
Vantage Investment Partners
Missouri
$1.63M 55,743 – –
RFN
134
RDA Financial Network
Iowa
$1.57M 52,264 +52,264 New
CCM
135
Canal Capital Management
Virginia
$1.5M 51,487 +51,487 New
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$1.46M 50,052 +4,837 +11%
Financial Engines Advisors
137
Financial Engines Advisors
California
$1.44M 49,222 +49,222 New
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$1.41M 47,094 +15,410 +49%
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$1.41M 48,283 +48,283 New
AW
140
ACG Wealth
Georgia
$1.31M 44,692 -7,117 -14%
EK
141
Evensky & Katz
Florida
$1.3M 44,580 +883 +2%
SIA
142
Strategic Investment Advisors
Michigan
$1.28M 43,930 +7,606 +21%
AIS
143
Accurate Investment Solutions
Pennsylvania
$1.26M 43,143 +6,057 +16%
AWM
144
Apollon Wealth Management
South Carolina
$1.25M 42,837 +42,837 New
GBBWRPM
145
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.24M 42,568 +4,597 +12%
SW
146
SlateStone Wealth
Florida
$1.22M 41,726 +16,027 +62%
IAS
147
INR Advisory Services
Pennsylvania
$1.22M 41,677 +5,210 +14%
AWM
148
AE Wealth Management
Kansas
$1.21M 41,258 -21,760 -35%
AWM
149
Affinity Wealth Management
Delaware
$1.13M 38,770 +38,770 New
UAS
150
United Asset Strategies
New York
$1.12M 38,394 +28,687 +296%
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