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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

841 hedge funds and large institutions have $14.8B invested in SPDR Portfolio Developed World ex-US ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 323 increasing their positions, 278 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+85
Holders Change %
+11.24%
% of All Funds
12.33%
Holding in Top 10
119
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+16.67%
% of All Funds
1.74%
New
141
Increased
323
Reduced
278
Closed
43
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$47K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$252M
2
UBS Group
2
UBS Group
Switzerland
$263M
3
Truist Financial
3
Truist Financial
North Carolina
$131M
4
LPL Financial
4
LPL Financial
California
$847M
5
AWMS
5
Advocacy Wealth Management Services
Georgia
$76.3M

Top Sellers

1
EDRIA
1
Edmonds Duncan Registered Investment Advisors
Kansas
$29.3M
2
Jane Street
2
Jane Street
New York
$81.6M
3
Stifel Financial
3
Stifel Financial
Missouri
$22.3M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$9.07M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
226
Lifestyle Asset Management
Texas
$5.73M -$368K -10,815 -6%
SQA
227
Simon Quick Advisors
New Jersey
$5.63M -$196K -5,760 -3%
SFM
228
Signet Financial Management
New Jersey
$5.61M +$269K +7,912 +5%
SL
229
Systelligence LLC
Minnesota
$5.6M -$193K -5,661 -3%
AWA
230
Arete Wealth Advisors
Illinois
$5.57M +$3.73M +109,799 +203%
BL
231
Balentine LLC
Georgia
$5.53M -$1.93M -56,637 -26%
CA
232
Continuum Advisory
Idaho
$5.5M -$399K -11,718 -7%
EF
233
Empowered Funds
Pennsylvania
$5.48M +$383K +11,276 +8%
TC
234
Trilogy Capital
California
$5.47M +$1.89M +55,447 +53%
LA
235
Lifeworks Advisors
Michigan
$5.43M +$1.36M +39,938 +33%
JIC
236
JRM Investment Counsel
Nebraska
$5.41M -$443K -13,018 -8%
ARC
237
Advisor Resource Council
Texas
$5.4M +$5.4M +158,822 New
C
238
CEDRUS
Colorado
$5.34M +$322K +9,479 +6%
CWM
239
Cornerstone Wealth Management
Missouri
$5.33M -$1.18M -34,644 -18%
OWA
240
ORBA Wealth Advisors
Illinois
$5.32M +$5.32M +156,417 New
CWP
241
Concord Wealth Partners
Virginia
$5.27M -$1.36M -39,845 -20%
PFG
242
PAX Financial Group
Texas
$5.19M -$368K -10,896 -7%
XF
243
XML Financial
Maryland
$5.18M +$273K +8,016 +6%
MWM
244
Merriman Wealth Management
Washington
$5.18M -$213K -6,270 -4%
BSW
245
Buckingham Strategic Wealth
Missouri
$5.16M -$140K -4,107 -3%
ORG
246
Optimist Retirement Group
Washington
$5.15M +$5.15M +151,490 New
BGA
247
Battery Global Advisors
Massachusetts
$5.1M +$5.1M +149,950 New
BPA
248
Beacon Pointe Advisors
California
$5.07M -$52.5K -1,545 -1%
CW
249
Connectus Wealth
Ohio
$5.05M +$62.7K +1,845 +1%
FI
250
Financial Insights
Washington
$4.94M +$104K +3,063 +2%
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10
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