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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
SFG
126
SNS Financial Group
Minnesota
$1.9M +$14K +493 +0.8%
OC
127
Oarsman Capital
Wisconsin
$1.87M +$111K +3,905 +7%
ASN
128
Advisory Services Network
Georgia
$1.8M +$1.76M +61,641 New
RRC
129
Relaxing Retirement Coach
Massachusetts
$1.77M +$142K +4,987 +9%
VIM
130
Vista Investment Management
Pennsylvania
$1.74M +$230K +8,063 +16%
RJA
131
Raymond James & Associates
Florida
$1.71M -$3.5M -122,931 -68%
CA
132
Cetera Advisors
Colorado
$1.66M -$60.4K -2,119 -4%
VIP
133
Vantage Investment Partners
Missouri
$1.63M
RFN
134
RDA Financial Network
Iowa
$1.56M +$1.49M +52,264 New
CCM
135
Canal Capital Management
Virginia
$1.5M +$1.47M +51,487 New
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$1.46M +$138K +4,837 +11%
Financial Engines Advisors
137
Financial Engines Advisors
California
$1.44M +$1.4M +49,222 New
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$1.41M +$439K +15,410 +49%
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$1.41M +$1.38M +48,283 New
AW
140
ACG Wealth
Georgia
$1.3M -$203K -7,117 -14%
EK
141
Evensky & Katz
Florida
$1.3M +$25.2K +883 +2%
SIA
142
Strategic Investment Advisors
Michigan
$1.28M +$217K +7,606 +21%
AIS
143
Accurate Investment Solutions
Pennsylvania
$1.26M +$173K +6,057 +16%
AWM
144
Apollon Wealth Management
South Carolina
$1.25M +$1.22M +42,837 New
GBBWRPM
145
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.24M +$131K +4,597 +12%
SW
146
SlateStone Wealth
Florida
$1.22M +$457K +16,027 +62%
IAS
147
INR Advisory Services
Pennsylvania
$1.22M +$148K +5,210 +14%
AWM
148
AE Wealth Management
Kansas
$1.21M -$620K -21,760 -35%
AWM
149
Affinity Wealth Management
Delaware
$1.13M +$1.1M +38,770 New
UAS
150
United Asset Strategies
New York
$1.12M +$817K +28,687 +296%