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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 %
Creative Planning
176
Creative Planning
Kansas
$556K +$185K +7,003 +50%
BPA
177
Beacon Pointe Advisors
California
$553K +$553K +20,922 New
VHAM
178
Van Hulzen Asset Management
California
$549K +$549K +20,740 New
PSUF
179
People's United Financial
Connecticut
$536K +$152K +5,745 +40%
GSC
180
G&S Capital
Colorado
$530K -$24.7K -933 -4%
HR
181
Howe & Rusling
New York
$501K +$471K +17,813 +1,593%
LPT
182
Legacy Private Trust
Wisconsin
$496K +$496K +18,770 New
Baird Financial Group
183
Baird Financial Group
Wisconsin
$494K -$2.11M -79,942 -81%
TPA
184
Trivium Point Advisory
Connecticut
$485K +$485K +18,338 New
GWM
185
Geneos Wealth Management
Colorado
$480K +$58.6K +2,224 +14%
FPCP
186
Fort Point Capital Partners
California
$480K +$480K +18,131 New
PWMG
187
Prestige Wealth Management Group
New Jersey
$471K +$471K +17,800 New
RFA
188
Reilly Financial Advisors
California
$465K +$25.3K +956 +6%
M&T Bank
189
M&T Bank
New York
$463K +$463K +17,521 New
DI
190
DFPG Investments
Utah
$447K +$447K +16,918 New
TSS
191
Two Sigma Securities
New York
$441K +$441K +16,667 New
CS
192
Comerica Securities
Michigan
$432K – – –
MA
193
Mutual Advisors
Nebraska
$418K +$60K +2,269 +17%
NGA
194
Naples Global Advisors
Florida
$415K -$145K -5,250 -26%
Northern Trust
195
Northern Trust
Illinois
$412K -$124K -4,681 -23%
SSWM
196
Sheets Smith Wealth Management
North Carolina
$408K -$554K -20,940 -58%
PWPS
197
Pinnacle Wealth Planning Services
Ohio
$408K +$408K +15,394 New
FIM
198
Fernwood Investment Management
Massachusetts
$405K +$405K +15,310 New
SB
199
Suntrust Banks
Georgia
$404K +$199K +7,424 +97%
AWM
200
Avior Wealth Management
Nebraska
$397K +$123K +4,646 +45%
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