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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

211 hedge funds and large institutions have $1.88B invested in SPDR Portfolio Developed World ex-US ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 38 reducing their positions, and 24 closing their positions.

Holders
211
Holders Change
+16
Holders Change %
+8.21%
% of All Funds
4.83%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.46%
New
40
Increased
113
Reduced
38
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$149M
2
PI
2
PFS Investments
Georgia
$46.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$22M
4
BSWM
4
Boston Standard Wealth Management
Massachusetts
$18.1M
5
ACM
5
AlphaStar Capital Management
North Carolina
$31.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$144M
2
GFPC
2
Global Financial Private Capital
Florida
$63M
3
RA
3
RFG Advisory
Alabama
$6.42M
4
WCA
4
Westover Capital Advisors
Delaware
$0
5
Jane Street
5
Jane Street
New York
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
151
BB&T Securities
Virginia
$328K 10,663 +3,427 +47%
AWM
152
Avior Wealth Management
Nebraska
$319K 10,369 +6,278 +153%
UAS
153
United Asset Strategies
New York
$308K 9,994 +1,377 +16%
SWP
154
Stratos Wealth Partners
Ohio
$300K 9,757 +2,259 +30%
EWF
155
Epstein & White Financial
California
$291K 9,454 -4,824 -34%
JSL
156
JT Stratford LLC
Georgia
$289K 9,387 +1,362 +17%
BAM
157
Belpointe Asset Management
Nevada
$248K 8,057 +8,057 New
RC
158
Roundview Capital
New Jersey
$236K 7,679 -2,087 -21%
SB
159
Suntrust Banks
Georgia
$236K 7,665 -497 -6%
FCMT
160
Founders Capital Management (Texas)
Texas
$232K 7,545 – –
PAG
161
Private Advisor Group
New Jersey
$231K 7,511 +7,511 New
VC
162
Vicus Capital
Pennsylvania
$225K 7,230 +104 +1%
SPIA
163
Steward Partners Investment Advisory
New York
$224K 7,273 -1,191 -14%
CAGAS
164
Capital Advisory Group Advisory Services
Minnesota
$221K 7,180 +1,500 +26%
FPIS
165
Financial Planning & Information Services
Wisconsin
$217K 7,047 +7,047 New
EK
166
Evensky & Katz
Florida
$211K 6,889 +2,440 +55%
FAAS
167
First Allied Advisory Services
California
$210K 6,787 +6,787 New
WP
168
WealthShield Partners
North Carolina
$207K 6,717 +6,717 New
SIS
169
Sound Income Strategies
Florida
$182K 5,922 +4,971 +523%
BRC
170
Bell Rock Capital
Delaware
$174K 5,826 +1,589 +38%
MWPCG
171
Measured Wealth Private Client Group
New Hampshire
$168K 5,465 +5,465 New
SCM
172
Southport Capital Management
Tennessee
$157K 5,100 +5,100 New
CI
173
CX Institutional
Indiana
$154K 5,014 +5,014 New
SG Americas Securities
174
SG Americas Securities
New York
$135K 4,375 +4,375 New
PFGIA
175
Patriot Financial Group Insurance Agency
Massachusetts
$131K 4,248 +4,248 New
5 6
7
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