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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 %
LFG
251
Larson Financial Group
Missouri
$4.91M +$1.01M +29,840 +26%
GVAG
252
Great Valley Advisor Group
Delaware
$4.82M +$102K +3,008 +2%
NC
253
NovaPoint Capital
Georgia
$4.82M +$71.2K +2,094 +2%
CAC
254
Certified Advisory Corp
Florida
$4.75M +$4.75M +139,540 New
TFA
255
Tranquilli Financial Advisor
New Jersey
$4.64M -$377K -11,096 -8%
Comerica Bank
256
Comerica Bank
Texas
$4.62M -$440K -12,951 -9%
HWA
257
Heartwood Wealth Advisors
Virginia
$4.62M -$413K -12,150 -8%
PC
258
Pecaut & Co
Iowa
$4.61M +$312K +9,175 +7%
SFC
259
Strategic Financial Concepts
Texas
$4.59M +$685K +20,129 +18%
TDWM
260
Topel & Distasi Wealth Management
California
$4.52M – – –
CSPIA
261
Cary Street Partners Investment Advisory
Virginia
$4.5M +$390K +11,469 +9%
VVP
262
Venture Visionary Partners
Ohio
$4.47M -$7.28K -214 -0.2%
CWM
263
Collaborative Wealth Management
Florida
$4.46M +$187K +5,511 +4%
BSHC
264
Breed's Hill Capital
Massachusetts
$4.44M +$4.44M +130,441 New
PA
265
Procyon Advisors
Connecticut
$4.41M -$796K -23,404 -15%
MHWM
266
Montz Harcus Wealth Management
Louisiana
$4.4M +$380K +11,179 +9%
SSWM
267
Sheets Smith Wealth Management
North Carolina
$4.33M -$40.1K -1,179 -0.9%
G
268
Gainplan
Michigan
$4.29M +$127K +3,726 +3%
VC
269
Vicus Capital
Pennsylvania
$4.27M -$10.7K -315 -0.3%
YIA
270
YHB Investment Advisors
Connecticut
$4.24M -$353K -10,385 -8%
CAMV
271
Concord Asset Management (Virginia)
Virginia
$4.21M -$761K -22,370 -15%
AFS
272
Annapolis Financial Services
Maryland
$4.19M +$6.53K +192 +0.2%
TIM
273
Tortoise Investment Management
New York
$4.15M +$1.21M +35,582 +41%
FPWM
274
FSB Premier Wealth Management
Iowa
$4.05M -$18.7K -549 -0.5%
CWA
275
Clarus Wealth Advisors
Arizona
$3.94M +$3.94M +118,878 New
9 10
11
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