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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 %
WFS
351
Weitzel Financial Services
Iowa
$2.22M +$43.6K +1,292 +2%
CW
352
CreativeOne Wealth
Kansas
$2.19M +$30.7K +904 +1%
AFG
353
ABLE Financial Group
Arizona
$2.19M +$811K +23,848 +59%
FGAM
354
Financial Gravity Asset Management
Texas
$2.14M +$43.9K +4,620 +2%
APW
355
Austin Private Wealth
Texas
$2.13M -$103K -3,019 -5%
KBFS
356
Kohmann Bosshard Financial Services
Ohio
$2.12M -$63.1K -1,855 -3%
SCM
357
Steele Capital Management
Iowa
$2.1M +$2.1M +61,822 New
VIM
358
Vista Investment Management
Pennsylvania
$2.07M +$71.5K +2,101 +4%
LIA
359
LBMC Investment Advisors
Tennessee
$2.06M +$1.04M +30,478 +101%
CWM
360
Cabot Wealth Management
Massachusetts
$2.06M +$32.6K +959 +2%
BAM
361
Belpointe Asset Management
Nevada
$2.05M -$126K -3,709 -6%
IA
362
Insight Advisors
Pennsylvania
$2.05M -$108K -3,172 -5%
WFA
363
Wade Financial Advisory
California
$2.04M -$17.2K -505 -0.8%
Fidelity Investments
364
Fidelity Investments
Massachusetts
$2.03M +$123K +3,603 +6%
Mercer Global Advisors
365
Mercer Global Advisors
Colorado
$2.02M +$99K +2,911 +5%
FCG
366
Financial Connections Group
California
$2M -$1.94K -57 -0.1%
LA
367
LexAurum Advisors
Kansas
$1.98M +$288K +8,458 +17%
PAG
368
Paladin Advisory Group
Iowa
$1.97M +$63K +1,851 +3%
OCG
369
Opus Capital Group
Ohio
$1.95M +$1.95M +57,428 New
LWP
370
Laurel Wealth Planning
Minnesota
$1.94M -$794K -23,345 -29%
FHA
371
First Horizon Advisors
Tennessee
$1.93M -$233K -6,855 -11%
WPW
372
Watershed Private Wealth
Illinois
$1.89M -$550K -16,177 -23%
B
373
Bensler
Washington
$1.89M +$97.6K +2,869 +5%
TFG
374
Tilson Financial Group
New Jersey
$1.8M -$36.6K -1,077 -2%
KIA
375
KLR Investment Advisors
Rhode Island
$1.79M -$105K -3,091 -6%
13 14
15
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