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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
SHIM
151
Stone House Investment Management
Pennsylvania
$1.12M +$117K +4,096 +12%
PWA
152
Peterson Wealth Advisors
Utah
$1.11M +$102K +3,598 +11%
OAM
153
Occidental Asset Management
California
$1.11M +$134K +4,691 +14%
ACP
154
Aveo Capital Partners
Colorado
$1.09M +$212K +7,454 +25%
SS
155
Simplicity Solutions
Minnesota
$1.07M -$782K -27,465 -43%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$1.04M -$32.2K -1,132 -3%
SB
157
Suntrust Banks
Georgia
$1.02M +$661K +23,221 +154%
AIS
158
American Investment Services
Massachusetts
$987K +$176K +6,185 +22%
CWM
159
Cornerstone Wealth Management
Missouri
$978K +$37.3K +1,309 +10%
EGA
160
E&G Advisors
Texas
$968K +$8.06K +283 +0.9%
HPC
161
Hobart Private Capital
North Carolina
$961K +$273K +9,580 +41%
GLA
162
Great Lakes Advisors
Illinois
$945K +$46.4K +1,630 +5%
PSUF
163
People's United Financial
Connecticut
$940K +$339K +11,904 +59%
PFM
164
Phillips Financial Management
Indiana
$897K
KeyBank National Association
165
KeyBank National Association
Ohio
$894K
First Manhattan
166
First Manhattan
New York
$887K
REMPR
167
Roof Eidam Maycock Peralta (REMP)
California
$883K -$43.9K -1,540 -5%
WFM
168
Wolff Financial Management
Michigan
$871K +$50.5K +1,771 +6%
FPIS
169
Financial Planning & Information Services
Wisconsin
$861K +$417K +14,624 +98%
BPWA
170
Beacon Pointe Wealth Advisors
California
$855K +$550K +19,300 +194%
BWM
171
Bernicke Wealth Management
Wisconsin
$845K +$70K +2,458 +9%
GWM
172
Geneos Wealth Management
Colorado
$824K +$285K +10,013 +55%
CAM
173
Cresset Asset Management
Illinois
$811K +$791K +27,778 New
Renaissance Technologies
174
Renaissance Technologies
New York
$797K -$108K -3,799 -12%
PAG
175
Pinnacle Advisory Group
Maryland
$793K +$140K +4,918 +22%