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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 %
EWA
526
Exencial Wealth Advisors
Oklahoma
$675K +$675K +19,847 New
GDP
527
Great Diamond Partners
Maine
$673K +$5.51K +162 +0.8%
Franklin Resources
528
Franklin Resources
California
$666K +$3.44K +101 +0.5%
BWG
529
Balanced Wealth Group
Ohio
$655K +$655K +19,260 New
ASN
530
Advisory Services Network
Georgia
$651K +$6.5K +191 +1%
SSW
531
Stone Summit Wealth
Florida
$647K +$55.8K +1,640 +9%
RWPA
532
Richard W. Paul & Associates
Michigan
$647K -$16.4K -482 -2%
KeyBank National Association
533
KeyBank National Association
Ohio
$629K – – –
PWM
534
Partnership Wealth Management
Maryland
$625K +$625K +18,552 New
PWM
535
Perigon Wealth Management
California
$621K +$70.5K +2,074 +13%
NRC
536
New Republic Capital
North Carolina
$619K – – –
RSA
537
River Street Advisors
Illinois
$616K -$28.8K -846 -4%
PC
538
Port Capital
Illinois
$612K – – –
LFG
539
Lockerman Financial Group
California
$609K +$208K +6,104 +52%
RFA
540
Resurgent Financial Advisors
Georgia
$608K -$5.68K -167 -0.9%
CFS
541
Cannon Financial Strategists
Georgia
$605K +$476 +14 +0.1%
AWM
542
Accel Wealth Management
Iowa
$605K – – –
AIM
543
Acropolis Investment Management
Missouri
$602K – – –
MHS
544
M Holdings Securities
Oregon
$597K – – –
ZIM
545
Zacks Investment Management
Illinois
$592K -$286K -8,398 -33%
PNC Financial Services Group
546
PNC Financial Services Group
Pennsylvania
$590K +$172K +5,053 +41%
ETIA
547
Epic Trust Investment Advisors
Washington
$582K +$582K +17,113 New
BRWA
548
B. Riley Wealth Advisors
Florida
$574K – – –
CFGS
549
Concourse Financial Group Securities
Alabama
$573K +$512K +15,047 +835%
DA
550
Detalus Advisors
Missouri
$571K +$51.2K +1,504 +10%
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