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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.

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
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$106M
5
LPL Financial
5
LPL Financial
California
$847M

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 Market Value Shares Shares
Change 		Shares
Change %
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$86.2M 2,535,031 +203,909 +9%
AssetMark Inc
27
AssetMark Inc
California
$84.6M 2,487,842 -135,433 -5%
Jane Street
28
Jane Street
New York
$81.6M 2,398,742 -4,009,589 -63%
PAG
29
Private Advisor Group
New Jersey
$81.4M 2,393,952 +148,157 +7%
EH
30
Equitable Holdings
New York
$76.5M 2,248,269 +91,810 +4%
AWMS
31
Advocacy Wealth Management Services
Georgia
$76.3M 2,244,252 +2,244,252 New
SC
32
Savant Capital
Illinois
$69.3M 2,037,011 +12,101 +0.6%
MFS
33
McNamara Financial Services
Massachusetts
$68.5M 2,015,190 +32,707 +2%
GBWM
34
Granite Bay Wealth Management
New Hampshire
$67.7M 2,122,368 +784,756 +59%
ACM
35
AlphaStar Capital Management
North Carolina
$65.3M 1,919,798 -40,196 -2%
Charles Schwab
36
Charles Schwab
California
$62.3M 1,830,378 -315,533 -15%
FAAM
37
First Ascent Asset Management
Colorado
$60.7M 1,785,634 +199,266 +13%
MML Investors Services
38
MML Investors Services
Massachusetts
$55.8M 1,641,319 +217,125 +15%
Mariner
39
Mariner
Kansas
$55.8M 1,640,616 -36,290 -2%
SWA
40
Strategies Wealth Advisors
Michigan
$55.1M 1,620,532 +1,072,169 +196%
PAS
41
Park Avenue Securities
New York
$54.4M 1,598,467 +26,813 +2%
SEI Investments
42
SEI Investments
Pennsylvania
$53.6M 1,576,508 +1,576,508 New
PWA
43
Peterson Wealth Advisors
Utah
$50.9M 1,495,375 +51,930 +4%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$50.1M 1,472,949 +118,205 +9%
IWP
45
IAG Wealth Partners
Wisconsin
$45.4M 1,335,022 +370,483 +38%
KW
46
KWB Wealth
California
$43.4M 1,276,367 -419,261 -25%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$42.6M 1,252,195 +55,882 +5%
AWM
48
Axxcess Wealth Management
California
$42.5M 1,250,363 -64,538 -5%
WFPG
49
Waller Financial Planning Group
Ohio
$42M 1,234,678 +17,409 +1%
T
50
TrueFG
Texas
$40.8M 1,200,322 -6,751 -0.6%
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