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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
Northern Trust
201
Northern Trust
Illinois
$455K
AA
202
Alesco Advisors
New York
$451K +$27.1K +952 +7%
CAM
203
Concorde Asset Management
Michigan
$449K +$79K +2,773 +23%
SSWM
204
Sheets Smith Wealth Management
North Carolina
$439K -$11.8K -416 -3%
NGA
205
Naples Global Advisors
Florida
$438K
HB
206
Homrich & Berg
Georgia
$427K +$24.9K +875 +6%
LPT
207
Legacy Private Trust
Wisconsin
$426K -$119K -4,170 -22%
MWPCG
208
Measured Wealth Private Client Group
New Hampshire
$426K +$169K +5,916 +68%
ICMP
209
Integrated Capital Management (Pennsylvania)
Pennsylvania
$423K +$39.6K +1,389 +11%
IWMA
210
Ironwood Wealth Management (Arizona)
Arizona
$409K -$3.13K -110 -0.8%
CAL
211
Capital Analysts LLC
Pennsylvania
$394K -$2.45M -85,910 -86%
RFA
212
Reilly Financial Advisors
California
$381K -$129K -4,535 -26%
SFS
213
Sowell Financial Services
Arkansas
$380K -$52.3K -1,837 -12%
CWM
214
Cahaba Wealth Management
Georgia
$373K +$364K +12,789 New
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$367K -$6.35K -223 -2%
FFA
216
First Foundation Advisors
California
$362K -$2.61M -91,488 -88%
LI
217
LVZ Inc
Michigan
$357K +$348K +12,226 New
SBL
218
Sargent Bickham Lagudis
Colorado
$350K
IDA
219
Intelligence Driven Advisers
California
$348K +$21.6K +757 +7%
DWM
220
Darwin Wealth Management
Florida
$341K +$332K +11,664 New
BCM
221
Brookstone Capital Management
Illinois
$332K +$324K +11,365 New
RPGK
222
Retirement Planning Group (Kansas)
Kansas
$327K +$319K +11,181 New
SWP
223
Stratos Wealth Partners
Ohio
$325K -$49.5K -1,736 -14%
BRC
224
Bell Rock Capital
Delaware
$308K +$58K +2,037 +24%
JSL
225
JT Stratford LLC
Georgia
$300K +$22K +774 +8%