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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 %
FPIS
201
Financial Planning & Information Services
Wisconsin
$393K +$207K +7,807 +111%
SFS
202
Sowell Financial Services
Arkansas
$393K +$393K +14,861 New
LFAS
203
Level Four Advisory Services
Texas
$388K +$29.2K +1,105 +8%
AA
204
Alesco Advisors
New York
$383K +$22K +832 +6%
IWC
205
Integrated Wealth Concepts
Massachusetts
$382K +$382K +14,443 New
IWMA
206
Ironwood Wealth Management (Arizona)
Arizona
$373K +$370K +13,995 +12,276%
HB
207
Homrich & Berg
Georgia
$363K +$363K +13,737 New
ICMP
208
Integrated Capital Management (Pennsylvania)
Pennsylvania
$346K +$346K +13,101 New
SWP
209
Stratos Wealth Partners
Ohio
$340K +$82K +3,099 +32%
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$338K -$6.3K -238 -2%
CWM
211
Cornerstone Wealth Management
Missouri
$335K -$13.4M -508,275 -98%
RPC
212
Rossmore Private Capital
Connecticut
$328K +$328K +12,415 New
CAM
213
Concorde Asset Management
Michigan
$324K +$324K +11,981 New
SBL
214
Sargent Bickham Lagudis
Colorado
$317K – – –
IDA
215
Intelligence Driven Advisers
California
$295K +$295K +11,148 New
BPWA
216
Beacon Pointe Wealth Advisors
California
$264K +$264K +9,971 New
UAS
217
United Asset Strategies
New York
$257K -$7.6K -287 -3%
FAAS
218
First Allied Advisory Services
California
$256K +$75.8K +2,855 +42%
JSL
219
JT Stratford LLC
Georgia
$251K +$2.75K +104 +1%
CPA
220
Clear Perspective Advisors
Illinois
$246K +$246K +9,305 New
PFGIA
221
Patriot Financial Group Insurance Agency
Massachusetts
$245K +$133K +5,033 +118%
OIA
222
OneDigital Investment Advisors
Kansas
$238K +$238K +9,013 New
Koshinski Asset Management
223
Koshinski Asset Management
Illinois
$233K -$208K -7,868 -47%
MWPCG
224
Measured Wealth Private Client Group
New Hampshire
$230K +$85.2K +3,213 +59%
BRC
225
Bell Rock Capital
Delaware
$227K +$72.8K +2,749 +47%
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