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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 %
TF
551
TLWM Financial
Texas
$569K +$14K +412 +3%
LCM
552
LVM Capital Management
Michigan
$566K +$566K +16,650 New
HGERS
553
Householder Group Estate & Retirement Specialist
Arizona
$561K -$66K -1,942 -11%
CPA
554
Capital Planning Advisors
California
$553K +$553K +16,253 New
TI
555
Trexquant Investment
Connecticut
$550K +$550K +16,171 New
GIA
556
GHP Investment Advisors
Colorado
$547K -$5.34K -157 -1%
WPC
557
Wedmont Private Capital
Pennsylvania
$542K +$34 +1 +0%
EAM
558
Evanson Asset Management
California
$538K – – –
ASW
559
Astoria Strategic Wealth
Texas
$537K +$35.8K +1,054 +7%
CA
560
Calton & Associates
Florida
$536K +$536K +15,771 New
MLA
561
My Legacy Advisors
Oregon
$534K +$5.72K +170 +1%
AWM
562
Austin Wealth Management
Texas
$533K -$229K -6,694 -30%
RPCA
563
Running Point Capital Advisors
California
$532K -$13.7K -402 -3%
SFA
564
Sequoia Financial Advisors
Ohio
$528K +$271K +7,982 +106%
DFA
565
DHK Financial Advisors
New Hampshire
$527K – – –
ATC
566
Argent Trust Co
Tennessee
$523K +$3.5K +103 +0.7%
ECM
567
Evergreen Capital Management
Washington
$518K -$227K -6,660 -30%
KA
568
Kure Advisory
Minnesota
$516K +$516K +15,178 New
WT
569
Whittier Trust
California
$507K – – –
FZCM
570
Flynn Zito Capital Management
New York
$506K -$725K -21,313 -59%
FWM
571
Fairhaven Wealth Management
Illinois
$506K -$68.2K -2,006 -12%
Squarepoint
572
Squarepoint
New York
$491K -$1.28M -37,606 -72%
IWA
573
IVC Wealth Advisors
Pennsylvania
$488K -$31.9K -937 -6%
Fisher Asset Management
574
Fisher Asset Management
Washington
$487K +$235K +6,900 +93%
YWM
575
Yoder Wealth Management
California
$486K +$486K +14,300 New
21 22
23
24 25