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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

211 hedge funds and large institutions have $1.88B invested in SPDR Portfolio Developed World ex-US ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 38 reducing their positions, and 24 closing their positions.

Holders
211
Holders Change
+16
Holders Change %
+8.21%
% of All Funds
4.83%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.46%
New
40
Increased
113
Reduced
38
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$149M
2
PI
2
PFS Investments
Georgia
$46.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$22M
4
BSWM
4
Boston Standard Wealth Management
Massachusetts
$18.1M
5
ACM
5
AlphaStar Capital Management
North Carolina
$31.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$144M
2
GFPC
2
Global Financial Private Capital
Florida
$63M
3
RA
3
RFG Advisory
Alabama
$6.42M
4
WCA
4
Westover Capital Advisors
Delaware
$0
5
Jane Street
5
Jane Street
New York
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
SMM
1
Stadion Money Management
Georgia
$316M 10,267,654 +57,189 +0.6%
HI
2
Horizon Investments
North Carolina
$149M 4,855,899 +4,855,899 New
State Street
3
State Street
Massachusetts
$144M 4,665,006 -2,426,010 -34%
AssetMark Inc
4
AssetMark Inc
California
$119M 3,859,217 -42,770 -1%
AF
5
Allworth Financial
California
$92.6M 3,009,282 +310,304 +11%
Bank of America
6
Bank of America
North Carolina
$90.4M 2,938,843 +382,861 +15%
GFPC
7
Global Financial Private Capital
Florida
$63M 2,049,015 -261,746 -11%
GI
8
Gradient Investments
Minnesota
$60.4M 1,963,804 +188,090 +11%
BCI
9
Brinker Capital Investments
Pennsylvania
$51.1M 1,661,401 +11,636 +0.7%
FU
10
Fairfield University
Connecticut
$48.6M 1,578,677 – –
PI
11
PFS Investments
Georgia
$46.2M 1,502,967 +1,502,967 New
UBS Group
12
UBS Group
Switzerland
$45.3M 1,472,478 +324,618 +28%
FI
13
FormulaFolio Investments
Michigan
$33.8M 1,097,108 -1,573 -0.1%
ACM
14
AlphaStar Capital Management
North Carolina
$31.4M 1,020,580 +422,755 +71%
TC
15
Trilogy Capital
California
$31M 1,006,864 +39,407 +4%
MFS
16
McNamara Financial Services
Massachusetts
$28.2M 915,298 +19,206 +2%
Citadel Advisors
17
Citadel Advisors
Florida
$22M 715,696 +715,696 New
Stifel Financial
18
Stifel Financial
Missouri
$19.7M 639,581 +36,579 +6%
BSWM
19
Boston Standard Wealth Management
Massachusetts
$18.1M 590,351 +590,351 New
CWM
20
Cornerstone Wealth Management
Missouri
$17M 521,015 +14,138 +3%
Wells Fargo
21
Wells Fargo
California
$16.5M 536,592 -52,041 -9%
MML Investors Services
22
MML Investors Services
Massachusetts
$15.9M 517,623 +59,604 +13%
Morgan Stanley
23
Morgan Stanley
New York
$14.8M 480,886 +28,555 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$14.2M 462,053 +300,776 +186%
BWM
25
Baystate Wealth Management
Massachusetts
$13.1M 4,503,676 -8,511 -0.2%
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