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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 %
FFA
401
Farther Finance Advisors
California
$1.47M -$1.06M -31,235 -42%
AFG
402
Atomi Financial Group
New York
$1.47M +$325K +9,545 +28%
OWA
403
Outlook Wealth Advisors
Texas
$1.46M -$56.2K -1,653 -4%
LBC
404
Lowe Brockenbrough & Co
Virginia
$1.46M +$70.4K +2,070 +5%
William Blair & Company
405
William Blair & Company
Illinois
$1.44M -$188K -5,530 -12%
MA
406
MONECO Advisors
Connecticut
$1.42M +$475K +13,977 +50%
Mirae Asset Global Investments
407
Mirae Asset Global Investments
South Korea
$1.42M -$136 -4 -0%
WFAG
408
Worth Financial Advisory Group
North Carolina
$1.42M +$93.4K +2,745 +7%
SCP
409
Stevens Capital Partners
Nebraska
$1.42M -$74.8K -2,199 -5%
AWAU
410
Alliance Wealth Advisors (Utah)
Utah
$1.41M +$8.26K +243 +0.6%
SMA
411
Sage Mountain Advisors
Georgia
$1.4M – – –
BA
412
Ballast Advisors
Minnesota
$1.38M -$231K -6,800 -14%
Millennium Management
413
Millennium Management
New York
$1.38M +$713K +20,979 +107%
NG
414
Norden Group
Utah
$1.37M +$8.52K +249 +0.6%
CRI
415
Colonial River Investments
Virginia
$1.37M +$318K +9,340 +30%
CF
416
Convergence Financial
Missouri
$1.36M +$937K +27,540 +221%
LAS
417
LWM Advisory Services
Florida
$1.35M +$53.6K +1,576 +4%
CCP
418
Clarkston Capital Partners
Michigan
$1.34M – – –
FAIM
419
Financial Advocates Investment Management
Washington
$1.34M +$228K +6,702 +20%
MWM
420
McNaughton Wealth Management
California
$1.33M -$255K -7,487 -16%
WWS
421
Wellington Wealth Strategies
Indiana
$1.32M +$1.32M +38,676 New
AAS
422
Avantax Advisory Services
Texas
$1.3M -$43.1K -1,268 -3%
WEG
423
World Equity Group
Illinois
$1.3M -$241K -7,079 -16%
FFN
424
Focus Financial Network
Minnesota
$1.29M +$1.06M +31,282 +480%
ATPW
425
Ashton Thomas Private Wealth
Arizona
$1.28M +$207K +6,076 +19%
15 16
17
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