SPDW icon

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
Morgan Stanley
New York
$252M
2
UBS Group
UBS Group
Switzerland
$263M
3
Truist Financial
Truist Financial
North Carolina
$131M
4
LPL Financial
LPL Financial
California
$847M
5
AWMS
Advocacy Wealth Management Services
Georgia
$76.3M

Top Sellers

1
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$29.3M
2
Jane Street
Jane Street
New York
$81.6M
3
Stifel Financial
Stifel Financial
Missouri
$22.3M
4
BFEC
Benjamin F. Edwards & Company
Missouri
$9.07M
5
Osaic Holdings
Osaic Holdings
Arizona
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
501
Strategic Investment Advisors
Michigan
$779K -$72.9K -2,143 -9%
MWC
502
MBM Wealth Consultants
Missouri
$779K +$247K +7,275 +46%
OP
503
ORG Partners
Indiana
$773K +$629K +18,496 +437%
IA
504
IFG Advisors
Missouri
$770K +$7.82K +230 +1%
SB
505
Strategic Blueprint
Georgia
$764K -$26.7K -784 -3%
SOS
506
Silver Oak Securities
Tennessee
$763K +$444K +13,058 +139%
AMG
507
Advisors Management Group
Wisconsin
$763K -$11.9K -351 -2%
IGWM
508
ICA Group Wealth Management
Colorado
$761K +$199K +5,841 +35%
NSAM
509
North Star Asset Management
Wisconsin
$754K +$754K +22,179 New
FTDI
510
First Trust Direct Indexing
Massachusetts
$739K +$64.4K +1,894 +10%
CC
511
Codex Capital
New York
$732K – – –
KFGK
512
Keystone Financial Group (Kentucky)
Kentucky
$729K +$37.7K +1,108 +5%
BP
513
BCK Partners
New York
$725K -$15.3K -450 -2%
CT
514
Colonial Trust
South Carolina
$723K -$2.38K -70 -0.3%
RWA
515
Rooted Wealth Advisors
Illinois
$720K -$176K -5,205 -20%
Janney Montgomery Scott
516
Janney Montgomery Scott
Pennsylvania
$719K +$170K +5,000 +31%
DC
517
Destiny Capital
Colorado
$709K +$709K +20,843 New
Prudential Financial
518
Prudential Financial
New Jersey
$706K -$53.6K -1,577 -7%
EMAM
519
Encompass More Asset Management
California
$699K +$699K +20,553 New
SW
520
Simplicity Wealth
New Jersey
$697K +$364K +10,691 +109%
ULWM
521
Upper Left Wealth Management
Florida
$694K +$19.5K +573 +3%
GSEP
522
Golden State Equity Partners
California
$693K +$425K +12,497 +159%
BW
523
Bison Wealth
Georgia
$692K +$4.12K +121 +0.6%
MFA
524
McClarren Financial Advisors
Pennsylvania
$691K +$7.14K +210 +1%
OPWM
525
Oxinas Partners Wealth Management
Indiana
$676K +$32.4K +953 +5%
19 20
21
22 23