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
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 %
RLWM
576
RF&L Wealth Management
Massachusetts
$486K -$23.7K -697 -5%
ACM
577
Advance Capital Management
Michigan
$480K -$45.8K -1,348 -9%
CPCP
578
Cedar Point Capital Partners
Iowa
$479K +$479K +14,087 New
HIA
579
Harbor Investment Advisory
Maryland
$473K – – –
SFS
580
Sowell Financial Services
Arkansas
$470K +$470K +13,806 New
LF
581
Lantz Financial
Illinois
$468K -$41.4K -1,218 -8%
MSFS
582
Main Street Financial Solutions
Pennsylvania
$465K -$53.4K -1,570 -10%
LWM
583
Laidlaw Wealth Management
New York
$465K -$47.6K -1,399 -9%
AIM
584
Anchor Investment Management
South Carolina
$465K – – –
FIA
585
Foundations Investment Advisors
Arizona
$463K +$169K +4,960 +57%
RIA
586
Regal Investment Advisors
Michigan
$463K +$3.54K +104 +0.8%
CFB
587
Cullen/Frost Bankers
Texas
$462K -$541K -15,900 -54%
KC
588
Kingfisher Capital
North Carolina
$458K +$4.63K +136 +1%
CWA
589
Canvas Wealth Advisors
Kansas
$453K -$676 -20 -0.1%
HSG
590
Helen Stephens Group
Texas
$446K +$9.22K +271 +2%
SFP
591
Shepherd Financial Partners
Massachusetts
$442K +$442K +12,998 New
GJIA
592
Glass Jacobson Investment Advisors
Maryland
$441K – – –
HCMT
593
Highland Capital Management (Tennessee)
Tennessee
$440K -$15.5K -455 -3%
SWP
594
Strategic Wealth Partners
Ohio
$431K -$12.8K -375 -3%
PP
595
Pacifica Partners
Canada
$430K +$12.2K +375 +3%
SPAS
596
Spectrum Planning & Advisory Services
California
$430K +$106K +3,111 +33%
PFA
597
Pinnacle Family Advisors
Missouri
$430K -$4.05K -119 -0.9%
MGW
598
MB Generational Wealth
Washington
$428K +$428K +12,592 New
MCC
599
Money Concepts Capital
Florida
$425K +$160K +4,690 +60%
EWM
600
Empirical Wealth Management
Washington
$425K +$146K +4,286 +52%
22 23
24
25 26