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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 %
SAG
426
SageView Advisory Group
California
$1.26M -$319K -9,414 -20%
UAS
427
United Asset Strategies
New York
$1.24M -$411K -12,070 -25%
CCM
428
Canal Capital Management
Virginia
$1.22M +$15.5K +455 +1%
FW
429
FirstPurpose Wealth
Utah
$1.21M +$49.7K +1,462 +4%
BWFA
430
Baltimore-Washington Financial Advisors
Maryland
$1.19M +$55.9K +1,644 +5%
BWP
431
BSW Wealth Partners
Colorado
$1.17M -$422K -12,415 -26%
CC
432
Courier Capital
New York
$1.17M -$1.44M -42,334 -55%
PPWP
433
Premier Path Wealth Partners
New Jersey
$1.17M +$1.17M +34,306 New
HFS
434
Howard Financial Services
Texas
$1.16M +$17.7K +521 +2%
SWM
435
Sterling Wealth Management
Illinois
$1.16M +$1.16M +34,044 New
TA
436
TKG Advisors
Indiana
$1.15M +$86.2K +2,535 +8%
DWM
437
Drive Wealth Management
Utah
$1.14M -$730K -21,465 -39%
MWM
438
Modera Wealth Management
New Jersey
$1.13M -$13.8K -407 -1%
CA
439
CoreCap Advisors
Michigan
$1.12M -$1.91K -56 -0.2%
AWM
440
Avior Wealth Management
Nebraska
$1.11M +$37.7K +1,108 +4%
PFM
441
Phillips Financial Management
Indiana
$1.1M +$178K +5,232 +19%
KWS
442
Keystone Wealth Services
California
$1.09M +$48.7K +1,431 +5%
NL
443
NWAM LLC
Washington
$1.09M +$264K +7,753 +32%
RCAG
444
Rehmann Capital Advisory Group
Michigan
$1.09M -$193K -5,667 -15%
BMD
445
Better Money Decisions
New Mexico
$1.08M +$94.7K +2,785 +10%
FI
446
FWG Investments
Kentucky
$1.07M +$1.07M +31,459 New
GAB
447
German American Bancorp
Indiana
$1.07M – – –
FMWA
448
Forvis Mazars Wealth Advisors
Missouri
$1.06M – – –
GT
449
Greenleaf Trust
Michigan
$1.01M – – –
AWA
450
Aletheian Wealth Advisors
Washington
$1.01M – – –
16 17
18
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