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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 %
DB
451
Dravo Bay
Delaware
$1.01M +$1.01M +29,679 New
MWM
452
MGB Wealth Management
Texas
$999K +$999K +29,366 New
BWP
453
Balboa Wealth Partners
Arizona
$991K -$139K -4,083 -12%
MOS
454
MGO One Seven
Ohio
$990K -$127K -3,733 -11%
AWM
455
Apollon Wealth Management
South Carolina
$986K -$107K -3,150 -10%
ES
456
Eagle Strategies
New York
$982K -$43.4K -1,277 -4%
PIA
457
Perennial Investment Advisors
California
$975K -$1.31M -38,549 -57%
ACM
458
Altrius Capital Management
North Carolina
$965K -$26.6K -781 -3%
KSWA
459
Kathleen S. Wright Associates
Pennsylvania
$954K +$39.3K +1,155 +4%
HWM
460
Howard Wealth Management
Connecticut
$942K – – –
Fifth Third Bancorp
461
Fifth Third Bancorp
Ohio
$941K -$9.46K -278 -1%
MCM
462
MidAtlantic Capital Management
Virginia
$940K +$940K +27,637 New
MFA
463
Morling Financial Advisors
California
$925K – – –
JCIA
464
Jackson Creek Investment Advisors
Colorado
$915K -$87.9K -2,586 -9%
FCH
465
Freestone Capital Holdings
Washington
$909K +$909K +26,736 New
SWM
466
Seaside Wealth Management
California
$904K -$69.5K -2,044 -7%
Baird Financial Group
467
Baird Financial Group
Wisconsin
$900K +$900K +26,461 New
ACG
468
Allen Capital Group
Nebraska
$890K -$1.94K -57 -0.2%
NFP
469
Narus Financial Partners
Utah
$886K -$47.8K -1,404 -5%
RFG
470
REAP Financial Group
Texas
$879K +$879K +25,856 New
CRC
471
Curi RMB Capital
Illinois
$879K – – –
TWP
472
Tyche Wealth Partners
Texas
$878K +$878K +25,826 New
AFAS
473
Acorn Financial Advisory Services
Virginia
$871K -$23.3K -684 -3%
TA
474
TFB Advisors
Kansas
$870K -$32.6K -959 -4%
Northern Trust
475
Northern Trust
Illinois
$867K -$165K -4,853 -16%
17 18
19
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