SPDW icon

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 %
FPIS
326
Financial Planning & Information Services
Wisconsin
$2.66M -$193K -5,687 -7%
M&T Bank
327
M&T Bank
New York
$2.66M -$443K -13,027 -14%
QC
328
Quent Capital
New York
$2.64M +$56K +1,646 +2%
EFN
329
Equita Financial Network
Pennsylvania
$2.6M +$2.6M +76,365 New
SW
330
SkyOak Wealth
Michigan
$2.57M +$59.9K +1,760 +2%
CAG
331
Csenge Advisory Group
Florida
$2.57M +$102K +3,010 +4%
DWM
332
Dakota Wealth Management
Florida
$2.56M +$526K +15,460 +26%
BCFS
333
Butensky & Cohen Financial Security
Florida
$2.56M -$21.5K -633 -0.8%
BBW
334
Blue Barn Wealth
Utah
$2.55M +$244K +7,161 +11%
RCM
335
Raleigh Capital Management
North Carolina
$2.53M +$170K +4,985 +7%
DC
336
DeDora Capital
California
$2.51M – – –
MCWS
337
McKinley Carter Wealth Services
West Virginia
$2.49M +$53.9K +1,584 +2%
CW
338
Cooksen Wealth
Texas
$2.49M +$2.49M +73,198 New
BFG
339
Baron Financial Group
New Jersey
$2.48M -$50.8K -1,494 -2%
LCM
340
Lunt Capital Management
Utah
$2.44M +$151K +4,427 +7%
AO
341
Advisor OS
Illinois
$2.43M -$243K -7,134 -9%
PTC
342
Private Trust Company
Ohio
$2.41M +$853K +25,090 +55%
CAL
343
Capital Analysts LLC
Pennsylvania
$2.39M +$128K +3,772 +6%
RIM
344
Rockbridge Investment Management
New York
$2.36M -$60K -1,763 -2%
JWA
345
JFS Wealth Advisors
Pennsylvania
$2.34M -$155K -4,569 -6%
AA
346
ACT Advisors
North Carolina
$2.34M -$63.2K -1,857 -3%
GWSG
347
GPS Wealth Strategies Group
Colorado
$2.33M -$3.25M -95,493 -58%
RPSA
348
Richard P. Slaughter Associates
Texas
$2.29M +$163K +4,795 +8%
WFP
349
Wrenne Financial Planning
Kentucky
$2.25M +$2.25M +66,128 New
TNA
350
True North Advisors
Texas
$2.24M -$273K -8,035 -11%
12 13
14
15 16