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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 %
IAS
151
INR Advisory Services
Pennsylvania
$203K 6,674 +2,207 +49%
PA
152
Parallel Advisors
California
$199K 6,564 -3,187 -33%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$175K 5,753 +3,903 +211%
CAGAS
154
Capital Advisory Group Advisory Services
Minnesota
$174K 5,680 +700 +14%
UFF
155
USA Financial Formulas
Michigan
$164K 5,215 – –
OIA
156
OneDigital Investment Advisors
Kansas
$147K 4,834 +4,784 +9,568%
EK
157
Evensky & Katz
Florida
$135K 4,449 +248 +6%
BRC
158
Bell Rock Capital
Delaware
$129K 4,237 +1,864 +79%
STA
159
Summit Trail Advisors
New York
$128K 4,220 +4,220 New
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$125K 4,117 +2,661 +183%
AWM
161
Avior Wealth Management
Nebraska
$124K 4,091 +1,129 +38%
LM
162
Legg Mason
Maryland
$121K 3,963 +8 +0.2%
APA
163
American Portfolios Advisors
New York
$95.8K 3,150 +100 +3%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$91K 2,997 +2,704 +923%
LFG
165
LifePlan Financial Group
Ohio
$83K 2,741 +1,993 +266%
Citigroup
166
Citigroup
New York
$79K 2,611 – –
IBOK
167
Independence Bank of Kentucky
Kentucky
$60K 1,976 -375 -16%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$59K 1,936 +852 +79%
NWM
169
Northwest Wealth Management
Iowa
$54K 1,765 – –
WTB
170
Washington Trust Bank
Washington
$53K 1,746 – –
RCG
171
Ruggie Capital Group
Florida
$49K 1,609 +1,609 New
SEI Investments
172
SEI Investments
Pennsylvania
$47K 1,538 -418 -21%
BC
173
Barnett & Company
Tennessee
$46K 1,515 +1,515 New
KPCM
174
Kings Point Capital Management
New York
$40K 1,300 – –
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35K 1,150 – –
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7
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