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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 %
CPA
601
Cardiff Park Advisors
California
$422K +$18.8K +553 +5%
CCA
602
Conservest Capital Advisors
Pennsylvania
$412K -$165K -4,864 -29%
WSWA
603
Warren Street Wealth Advisors
California
$412K -$62.7K -1,843 -13%
IFPL
604
Investments & Financial Planning LLC
Kentucky
$411K -$52.2K -1,536 -11%
SI
605
Seeds Investor
New York
$409K +$409K +12,036 New
FA
606
FSA Advisors
Michigan
$407K +$407K +11,980 New
GWS
607
Glassman Wealth Services
Virginia
$396K +$7.48K +220 +2%
MFT
608
Moisand Fitzgerald Tamayo
Florida
$393K -$19.8K -582 -5%
PA
609
PFG Advisors
Arizona
$380K +$50.5K +1,484 +15%
FIM
610
Fernwood Investment Management
Massachusetts
$378K -$30.6K -900 -7%
BG
611
Benedetti & Gucer
Georgia
$375K -$8.98K -264 -2%
PCM
612
Peirce Capital Management
Texas
$373K +$373K +10,963 New
SMC
613
Smith, Moore & Co
Missouri
$373K +$68 +2 +0%
OSNBOA
614
Old Second National Bank of Aurora
Illinois
$371K +$19.1K +563 +5%
SW
615
SlateStone Wealth
Florida
$370K +$4.08K +120 +1%
SPC
616
Sigma Planning Corp
Michigan
$368K -$484K -14,231 -57%
VWA
617
Visionary Wealth Advisors
Illinois
$365K -$2.92M -85,816 -89%
BFA
618
Beaumont Financial Advisors
Massachusetts
$364K -$25.7K -757 -7%
VIP
619
Vantage Investment Partners
Missouri
$364K +$8.67K +255 +2%
FAP
620
Financial Advisory Partners
Florida
$363K +$16.3K +480 +5%
ACM
621
Absolute Capital Management
Pennsylvania
$363K +$89.9K +2,643 +33%
CP
622
Castleview Partners
Texas
$361K +$146K +4,295 +68%
RIA
623
Retirement Investment Advisors
Oklahoma
$361K -$242K -7,107 -40%
SWM
624
SFG Wealth Management
Maryland
$357K -$14.1K -415 -4%
LWL
625
Leo Wealth LLC
Texas
$357K +$357K +10,490 New
23 24
25
26 27