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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SI
626
Stephens Inc
Arkansas
$352K 10,340 +10,340 New
BC
627
Burney Company
Virginia
$350K 10,297 +346 +3%
PA
628
Pineridge Advisors
Missouri
$349K 10,248 +10,248 New
AWA
629
Alta Wealth Advisors
Massachusetts
$349K 10,247 +2,515 +33%
PFP
630
Pinnacle Financial Partners
Tennessee
$347K 10,216 -4,816 -32%
NCM
631
Northwest Capital Management
Oregon
$346K 10,171 +174 +2%
NA
632
Nottingham Advisors
New York
$341K 10,019 -27 -0.3%
RCM
633
Richardson Capital Management
Wisconsin
$340K 10,006 +10,006 New
BFA
634
Bill Few Associates
Pennsylvania
$336K 9,879 +9,879 New
OCM
635
Orleans Capital Management
Louisiana
$336K 9,875 – –
KPWS
636
Kestra Private Wealth Services
Texas
$336K 9,875 +1,643 +20%
KFI
637
Key Financial Inc
Pennsylvania
$333K 9,790 +356 +4%
AT
638
American Trust
Kentucky
$324K 9,516 +2,004 +27%
AWA
639
Acorn Wealth Advisors
Michigan
$321K 9,448 -230 -2%
OC
640
Oarsman Capital
Wisconsin
$318K 9,360 – –
WAM
641
WNY Asset Management
New York
$318K 9,347 -272 -3%
NGA
642
Naples Global Advisors
Florida
$315K 9,255 -3,200 -26%
NFG
643
Nations Financial Group
Iowa
$313K 9,191 – –
O3W
644
Omni 360 Wealth
New Jersey
$311K 9,159 +9,159 New
FSG
645
Financial Strategies Group
Michigan
$308K 9,187 +280 +3%
WIA
646
World Investment Advisors
California
$306K 9,012 +9,012 New
MW
647
MBL Wealth
North Carolina
$304K 8,940 +1,235 +16%
MAS
648
Madden Advisory Services
Florida
$304K 8,939 – –
T
649
Tidemark
California
$303K 8,914 +8,914 New
WP
650
WealthPLAN Partners
Nebraska
$302K 8,881 -1,067 -11%
24 25
26
27 28