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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 %
SWM
276
Spire Wealth Management
Virginia
$3.93M +$125K +3,757 +3%
SAM
277
Smartleaf Asset Management
Massachusetts
$3.91M +$3.91M +114,850 New
IP
278
Ignite Planners
California
$3.9M +$1.16M +34,468 +42%
WA
279
WBH Advisory
Maryland
$3.89M +$244K +7,163 +7%
FLI
280
Family Legacy Inc
South Carolina
$3.88M +$4.35K +128 +0.1%
HF
281
HRT Financial
New York
$3.85M +$2.65M +77,907 +220%
KFP
282
Keener Financial Planning
Texas
$3.76M +$3.76M +110,618 New
HT
283
Heritage Trust
Oklahoma
$3.74M – – –
SS
284
Simplicity Solutions
Minnesota
$3.74M -$1.72M -50,713 -32%
RWP
285
RWA Wealth Partners
Massachusetts
$3.71M +$2.75M +80,933 +288%
FPAS
286
Focus Partners Advisor Solutions
Missouri
$3.69M +$621K +18,263 +20%
NWM
287
Northwest Wealth Management
Iowa
$3.67M -$48.5K -1,426 -1%
EA
288
Eclectic Associates
California
$3.65M +$16.3K +478 +0.4%
GFP
289
Gryphon Financial Partners
Ohio
$3.65M +$3.23M +89,151 +773%
VWWMG
290
Vermillion & White Wealth Management Group
Pennsylvania
$3.58M +$3.58M +105,357 New
PCIA
291
Prime Capital Investment Advisors
Kansas
$3.56M -$84.2K -2,476 -2%
OAM
292
Occidental Asset Management
California
$3.52M +$9.42K +277 +0.3%
SPWM
293
Spartan Planning & Wealth Management
North Carolina
$3.5M -$3.32M -97,745 -49%
AWMG
294
Alliance Wealth Management Group
New Jersey
$3.48M +$3.48M +102,433 New
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$3.48M -$93K -2,735 -3%
TW
296
Towerpoint Wealth
California
$3.36M -$14.6K -430 -0.4%
NAS
297
Nicolet Advisory Services
Wisconsin
$3.31M -$455K -13,600 -12%
AIS
298
American Investment Services
Massachusetts
$3.28M -$169K -4,970 -5%
HAS
299
HBW Advisory Services
California
$3.25M +$72.2K +2,122 +2%
PA
300
Parallel Advisors
California
$3.2M -$340K -9,983 -10%
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