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State Street SPDR Portfolio Developed World ex-US ETF

117 hedge funds and large institutions have $1.28B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,550% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 4

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

244% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 9

113% more funds holding

Funds holding: 55117 (+62)

83% more capital invested

Capital invested by funds: $700M → $1.28B (+$580M)

0.73% less ownership

Funds ownership: 68.74%68.01% (-0.73%)

Holders
117
Holders Change
+62
Holders Change %
+112.73%
% of All Funds
2.65%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.18%
New
66
Increased
31
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$341M +$336M +10,771,772 New
State Street
2
State Street
Massachusetts
$258M -$5.48M -175,616 -2%
BWM
3
Baystate Wealth Management
Massachusetts
$141M +$2.46M +78,748 +2%
AssetMark Inc
4
AssetMark Inc
California
$135M -$2.55M -81,714 -2%
GFPC
5
Global Financial Private Capital
Florida
$63.1M +$3.93M +125,943 +7%
Bank of America
6
Bank of America
North Carolina
$38.8M +$3.51M +112,698 +10%
FI
7
FormulaFolio Investments
Michigan
$31M +$30.5M +979,197 New
MFS
8
McNamara Financial Services
Massachusetts
$28M +$27.5M +881,782 New
Stifel Financial
9
Stifel Financial
Missouri
$18.2M +$17.8M +572,303 New
BSWM
10
Boston Standard Wealth Management
Massachusetts
$15.2M +$14.9M +478,101 New
Wells Fargo
11
Wells Fargo
California
$15M +$3.55M +113,706 +32%
Morgan Stanley
12
Morgan Stanley
New York
$14.4M +$8.82M +282,735 +164%
MML Investors Services
13
MML Investors Services
Massachusetts
$14.4M +$1.1M +35,142 +8%
UBS Group
14
UBS Group
Switzerland
$13.1M +$661K +21,182 +5%
Ameriprise
15
Ameriprise
Minnesota
$11.4M +$1.88M +60,443 +20%
AIA
16
Allegis Investment Advisors
Idaho
$9.79M +$9.63M +308,747 New
AA
17
Advisory Alpha
Michigan
$9.49M +$8.9M +285,240 New
Truist Financial
18
Truist Financial
North Carolina
$7.64M -$1.32M -42,280 -15%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$7.03M +$6.91M +221,614 New
SFG
20
StrategIQ Financial Group
Indiana
$6.92M +$6.8M +218,173 New
BFEC
21
Benjamin F. Edwards & Company
Missouri
$6.64M +$6.54M +209,571 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6.05M +$473K +15,181 +9%
BCI
23
Brinker Capital Investments
Pennsylvania
$5.52M +$5.43M +174,203 New
LPL Financial
24
LPL Financial
California
$4.51M +$2.1M +67,431 +90%
ACM
25
AlphaStar Capital Management
North Carolina
$4.28M +$4.21M +135,126 New