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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 %
PFGIA
376
Patriot Financial Group Insurance Agency
Massachusetts
$1.77M +$4.25K +125 +0.2%
GP
377
Girard Partners
Pennsylvania
$1.74M +$8.84K +260 +0.5%
CSPAM
378
Cary Street Partners Asset Management
Virginia
$1.71M +$283K +8,312 +20%
EWA
379
EP Wealth Advisors
California
$1.71M +$1.55M +45,555 +966%
PWA
380
PCG Wealth Advisors
Kansas
$1.71M -$2.35K -69 -0.1%
FIM
381
Freedom Investment Management
Connecticut
$1.7M -$182K -5,354 -10%
BCM
382
Beaumont Capital Management
Massachusetts
$1.68M -$48.1K -1,413 -3%
IF
383
IRON Financial
Illinois
$1.66M -$27.8K -817 -2%
First Manhattan
384
First Manhattan
New York
$1.65M +$28.9K +850 +2%
GSC
385
Grey Street Capital
Illinois
$1.64M +$16.6K +489 +1%
OCM
386
One Capital Management
California
$1.63M -$5.1K -150 -0.3%
Bank of Montreal
387
Bank of Montreal
Ontario, Canada
$1.62M -$50.6M -1,486,249 -97%
LK
388
Lumbard & Kellner
New Hampshire
$1.6M -$18.4K -540 -1%
NRI
389
NFP Retirement Inc
California
$1.59M -$122K -3,592 -7%
GWP
390
Gateway Wealth Partners
Wisconsin
$1.57M -$23.4M -687,917 -94%
GFPC
391
Global Financial Private Client
Florida
$1.56M +$541K +15,899 +53%
OFG
392
Oxford Financial Group
Indiana
$1.56M – – –
TWM
393
Trinity Wealth Management
Pennsylvania
$1.56M +$51.4K +1,512 +3%
BTWM
394
Baker Tilly Wealth Management
Wisconsin
$1.55M +$623K +18,306 +67%
PCA
395
Pallas Capital Advisors
Massachusetts
$1.53M +$1.53M +45,103 New
AC
396
Apella Capital
Connecticut
$1.53M -$730K -21,813 -32%
MMA
397
Miracle Mile Advisors
California
$1.53M -$225K -6,607 -13%
SFG
398
SNS Financial Group
Minnesota
$1.51M – – –
MA
399
MCF Advisors
Kentucky
$1.49M -$10.7K -316 -0.7%
VCM
400
Virtue Capital Management
Tennessee
$1.49M -$1.39M -41,654 -48%
14 15
16
17 18