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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 %
HPC
676
HM Payson & Co
Maine
$264K 7,764 – –
SM
677
Sensible Money
Arizona
$263K 7,728 +7,728 New
HKIMG
678
Hutchens & Kramer Investment Management Group
Indiana
$261K 7,688 -1,182 -13%
TP
679
Tranquility Partners
Tennessee
$261K 7,667 – –
VC
680
Veery Capital
Delaware
$261K 7,665 +7,665 New
PIWA
681
Prevail Innovative Wealth Advisors
Kansas
$261K 7,664 +7,664 New
RPGK
682
Retirement Planning Group (Kansas)
Kansas
$257K 7,551 -1,506 -17%
JWM
683
JGP Wealth Management
Oregon
$257K 7,550 – –
FWM
684
Forza Wealth Management
Florida
$257K 7,545 – –
MI
685
Moneywise Inc
Virginia
$257K 7,542 -573 -7%
CA
686
Claro Advisors
Massachusetts
$256K 7,522 +7,522 New
LNWWM
687
Laird Norton Wetherby Wealth Management
California
$255K 7,500 +7,500 New
USCWA
688
U.S. Capital Wealth Advisors
Texas
$254K 7,470 +7,470 New
C1AG
689
Client 1st Advisory Group
Florida
$251K 7,379 -224 -3%
MPW
690
MA Private Wealth
California
$246K 7,240 – –
ML
691
McAdam LLC
Pennsylvania
$246K 7,222 +1 +0%
WA
692
Wealth Architects
California
$244K 7,188 -75 -1%
WP
693
WealthSource Partners
California
$242K 7,123 +7,123 New
IF
694
Intrua Financial
Texas
$239K 7,022 -2,597 -27%
EI
695
Ellevest Inc
New York
$239K 7,014 – –
OBWG
696
Onyx Bridge Wealth Group
New York
$236K 6,930 -538 -7%
Wealthfront Advisers
697
Wealthfront Advisers
California
$235K 6,896 +6,896 New
SSWM
698
Smith Salley Wealth Management
North Carolina
$234K 6,880 -1,218 -15%
CCA
699
Checchi Capital Advisers
California
$234K 6,872 – –
ICG
700
InterOcean Capital Group
Tennessee
$233K 6,843 -1,125 -14%
26 27
28
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