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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 %
BWM
301
BCS Wealth Management
Tennessee
$3.19M +$633K +18,616 +25%
SCM
302
SOL Capital Management
Maryland
$3.13M +$924K +27,155 +42%
VPP
303
Vertex Planning Partners
Illinois
$3.08M +$135K +3,957 +5%
RFS
304
Richardson Financial Services
Massachusetts
$3.07M +$3.07M +90,260 New
LPT
305
Legacy Private Trust
Wisconsin
$3.03M +$54.7K +1,609 +2%
GSC
306
G&S Capital
Colorado
$3.03M +$125K +3,672 +4%
CIM
307
Confluence Investment Management
Missouri
$3.02M -$43.9M -1,291,249 -94%
IWS
308
Integrity Wealth Solutions
Colorado
$3.01M +$3.01M +88,455 New
BA
309
Bridge Advisory
California
$2.98M +$2.98M +87,659 New
LPP
310
Life Planning Partners
Florida
$2.96M +$2.96M +87,061 New
MAM
311
Meeder Asset Management
Ohio
$2.93M -$1.87M -54,932 -39%
CGFA
312
Colton Groome Financial Advisors
North Carolina
$2.93M -$1.46M -42,811 -33%
SWA
313
Stratos Wealth Advisors
Ohio
$2.93M +$44.6K +1,310 +2%
AG
314
Ascent Group
Virginia
$2.93M -$612K -18,018 -17%
UWM
315
USAdvisors Wealth Management
Minnesota
$2.86M -$3.66M -107,621 -56%
PIMG
316
Patriot Investment Management Group
Tennessee
$2.85M +$2.86K +84 +0.1%
NB
317
NBT Bank
New York
$2.75M +$77.3K +2,273 +3%
ACP
318
Aveo Capital Partners
Colorado
$2.75M -$98.4K -2,892 -3%
EIM
319
Ervin Investment Management
Washington
$2.74M +$22.8K +670 +0.8%
HAC
320
Harbor Advisory Corp
New Hampshire
$2.74M -$453K -13,311 -14%
FA
321
FF Advisors
California
$2.73M +$2.73M +80,172 New
WQ
322
Wealth Quarterback
New Jersey
$2.69M -$1.44M -42,417 -35%
NSB
323
Norway Savings Bank
Maine
$2.66M +$48.3K +1,420 +2%
FNWA
324
Financial Network Wealth Advisors
Utah
$2.66M +$2.66M +78,209 New
RFG
325
Range Financial Group
Oregon
$2.66M +$95.6K +2,810 +4%
11 12
13
14 15