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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 %
TCM
476
Triumph Capital Management
Colorado
$866K +$117K +3,440 +16%
WAG
477
Wallace Advisory Group
California
$862K -$10.5K -340 -1%
CAS
478
Coppell Advisory Solutions
Texas
$856K +$856K +25,156 New
NS
479
NBC Securities
Alabama
$853K +$165K +4,863 +24%
SL
480
Salomon & Ludwin
Virginia
$853K – – –
KFS
481
Kelly Financial Services
Massachusetts
$853K -$38.3K -1,125 -4%
MWM
482
Meridian Wealth Management
Kentucky
$851K +$150K +4,400 +21%
KF
483
Krilogy Financial
Missouri
$849K +$849K +24,972 New
WIP
484
WealthCare Investment Partners
Rhode Island
$846K -$6.32K -187 -0.7%
RFN
485
Redwood Financial Network
Ohio
$845K -$19.9K -586 -2%
AF
486
Advisornet Financial
Minnesota
$839K -$8.26M -242,874 -91%
MW
487
Maia Wealth
Colorado
$836K +$836K +24,568 New
IIC
488
Integrated Investment Consultants
Michigan
$829K -$65.5K -1,925 -7%
RIM
489
Redwood Investment Management
Arizona
$825K +$231K +6,779 +39%
SP
490
Stablepoint Partners
Massachusetts
$819K +$819K +24,082 New
FAM
491
Formidable Asset Management
Ohio
$816K -$550K -16,161 -40%
KCPG
492
Kavar Capital Partners Group
Kansas
$809K +$404K +11,890 +100%
BF
493
BOK Financial
Oklahoma
$803K – – –
GEA
494
Glen Eagle Advisors
New Jersey
$802K +$64.9K +1,908 +9%
DWT
495
Dorsey & Whitney Trust
South Dakota
$800K +$412K +12,126 +106%
WP
496
WealthShield Partners
North Carolina
$791K -$316K -9,289 -29%
SAM
497
Sequent Asset Management
Texas
$789K +$789K +23,192 New
PFA
498
Professional Financial Advisors
Nebraska
$787K -$174K -5,109 -18%
ZF
499
Zhang Financial
Michigan
$785K +$785K +23,091 New
JWCA
500
J.W. Cole Advisors
Florida
$783K +$44.7K +1,313 +6%
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