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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 %
LCC
651
Lincoln Capital Corp
Rhode Island
$302K 8,870 – –
MAG
652
M3 Advisory Group
Massachusetts
$301K 8,852 +8,852 New
MPM
653
Meritage Portfolio Management
Kansas
$301K 8,850 +1,547 +21%
LWM
654
Lodestone Wealth Management
Washington
$298K 8,773 +1,015 +13%
Jones Financial Companies
655
Jones Financial Companies
Missouri
$297K 8,722 +8,722 New
BEI
656
Benjamin Edwards Inc
Missouri
$294K 8,643 -155,940 -95%
CCA
657
Clarity Capital Advisors
Florida
$292K 8,596 +8,596 New
BOH
658
Bank of Hawaii
Hawaii
$292K 8,592 +8,592 New
LFG
659
Leverty Financial Group
Wisconsin
$289K 8,500 +8,500 New
SGCA
660
Steel Grove Capital Advisors
Tennessee
$289K 8,500 +8,500 New
WA
661
Wambolt & Associates
Colorado
$288K 8,457 -11,590 -58%
PFG
662
Prosperity Financial Group
California
$287K 8,452 +757 +10%
MGIA
663
Moneta Group Investment Advisors
Missouri
$287K 8,434 +5 +0.1%
AAS
664
Annex Advisory Services
Wisconsin
$285K 8,392 -1,223 -13%
RW
665
REDW Wealth
New Mexico
$283K 8,315 -64 -0.8%
SEP
666
Southland Equity Partners
Missouri
$281K 8,275 +143 +2%
CCWM
667
Cassaday & Co Wealth Management
Virginia
$281K 8,255 – –
AAS
668
Ameritas Advisory Services
Nebraska
$277K 8,142 -2,489 -23%
LIA
669
Luken Investment Analytics
Tennessee
$276K 8,121 +7,827 +2,662%
GKWIM
670
Gerber Kawasaki Wealth & Investment Management
California
$275K 8,090 -2,624 -24%
HIP
671
HUB Investment Partners
Texas
$270K 7,925 -33 -0.4%
WAOTB
672
Wealth Advisors of Tampa Bay
Florida
$269K 7,911 +7,911 New
BAAM
673
Baker Avenue Asset Management
California
$269K 7,899 – –
SAMC
674
Spectrum Asset Management (California)
California
$268K 7,885 – –
OFP
675
OLIO Financial Planning
Virginia
$267K 7,844 -215 -3%
25 26
27
28 29