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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 %
EGA
151
E&G Advisors
Texas
$869K -$42.8K -1,617 -5%
REMPR
152
Roof Eidam Maycock Peralta (REMP)
California
$840K +$840K +31,775 New
Renaissance Technologies
153
Renaissance Technologies
New York
$823K +$823K +31,099 New
GLA
154
Great Lakes Advisors
Illinois
$812K +$198K +7,502 +32%
KeyBank National Association
155
KeyBank National Association
Ohio
$810K – – –
First Manhattan
156
First Manhattan
New York
$803K +$803K +30,390 New
PFM
157
Phillips Financial Management
Indiana
$801K – – –
ACP
158
Aveo Capital Partners
Colorado
$791K +$31.8K +1,200 +4%
OMC
159
Old Mission Capital
Illinois
$756K +$95.8K +3,623 +15%
RCA
160
Rowland Carmichael Advisors
Arizona
$743K -$76.3K -2,882 -9%
RWP
161
RWA Wealth Partners
Massachusetts
$742K -$546K -20,633 -42%
RIA
162
Regal Investment Advisors
Michigan
$742K +$271K +10,247 +58%
BA
163
BKS Advisors
Michigan
$742K +$438K +16,537 +144%
WFM
164
Wolff Financial Management
Michigan
$741K +$741K +28,032 New
AIS
165
American Investment Services
Massachusetts
$730K +$730K +27,590 New
BWM
166
Bernicke Wealth Management
Wisconsin
$700K +$66.2K +2,502 +10%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$697K -$3.65K -138 -0.5%
SW
168
SlateStone Wealth
Florida
$680K +$680K +25,699 New
OSNBOA
169
Old Second National Bank of Aurora
Illinois
$675K +$669K +25,294 +11,143%
FFW
170
Fusion Family Wealth
New York
$671K +$665K +25,151 +11,537%
SPIA
171
Steward Partners Investment Advisory
New York
$650K +$458K +17,307 +238%
HPC
172
Hobart Private Capital
North Carolina
$617K +$133K +5,018 +27%
DAS
173
Dynamic Advisor Solutions
Arizona
$592K +$592K +21,001 New
PAG
174
Pinnacle Advisory Group
Maryland
$588K +$588K +22,225 New
TA
175
TCG Advisors
Texas
$587K +$587K +22,198 New
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