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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.

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
1
Cornerstone Advisors (Washington)
Washington
$110M
2
BL
2
Balentine LLC
Georgia
$55.1M
3
PPA
3
Parametric Portfolio Associates
Washington
$50.3M
4
Bank of America
4
Bank of America
North Carolina
$122M
5
TC
5
TownSquare Capital
Utah
$30.6M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$46.4M
2
SMM
2
Stadion Money Management
Georgia
$196M
3
FU
3
Fairfield University
Connecticut
$15.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
GFPC
5
Global Financial Private Capital
Florida
$38.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SMM
1
Stadion Money Management
Georgia
$196M 7,405,098 -2,862,556 -28%
BWM
2
Baystate Wealth Management
Massachusetts
$129M 4,600,191 +96,515 +2%
Bank of America
3
Bank of America
North Carolina
$122M 4,613,031 +1,674,188 +57%
State Street
4
State Street
Massachusetts
$110M 4,148,287 -516,719 -11%
CAW
5
Cornerstone Advisors (Washington)
Washington
$110M 4,143,111 +4,143,111 New
AF
6
Allworth Financial
California
$97.8M 3,697,978 +688,696 +23%
AssetMark Inc
7
AssetMark Inc
California
$93.6M 3,538,637 -320,580 -8%
GI
8
Gradient Investments
Minnesota
$61.9M 2,341,950 +378,146 +19%
BL
9
Balentine LLC
Georgia
$55.1M 2,082,873 +2,082,873 New
PPA
10
Parametric Portfolio Associates
Washington
$50.3M 1,899,926 +1,899,926 New
HI
11
Horizon Investments
North Carolina
$46.4M 1,755,603 -3,100,296 -64%
BCI
12
Brinker Capital Investments
Pennsylvania
$45.1M 1,703,780 +42,379 +3%
GFPC
13
Global Financial Private Capital
Florida
$38.5M 1,454,368 -594,647 -29%
UBS Group
14
UBS Group
Switzerland
$38.3M 1,446,417 -26,061 -2%
FI
15
FormulaFolio Investments
Michigan
$33.8M 1,097,108 – –
Stifel Financial
16
Stifel Financial
Missouri
$33.6M 1,270,639 +631,058 +99%
PI
17
PFS Investments
Georgia
$30.7M 1,124,562 -378,405 -25%
TC
18
TownSquare Capital
Utah
$30.6M 1,066,024 +1,066,024 New
MFS
19
McNamara Financial Services
Massachusetts
$28.2M 914,905 -393 -0%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$28M 1,060,318 +775,071 +272%
TC
21
Trilogy Capital
California
$26.6M 1,005,207 -1,657 -0.2%
WSTAM
22
Wilbanks Smith & Thomas Asset Management
Virginia
$24.4M 922,239 +506,839 +122%
AA
23
Advisory Alpha
Michigan
$21.3M 761,075 +389,534 +105%
FHA
24
First Horizon Advisors
Tennessee
$20.2M 762,915 +762,915 New
BC
25
Brio Consultants
California
$19.4M 732,656 +732,656 New
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