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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
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$106M
5
LPL Financial
5
LPL Financial
California
$847M

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 %
Kovitz Investment Group Partners
701
Kovitz Investment Group Partners
Illinois
$233K 6,838 -848 -11%
TCM
702
Telos Capital Management
California
$232K 6,828 -527 -7%
DCM
703
DGS Capital Management
New Jersey
$230K 6,750 -116 -2%
CG
704
Caprock Group
Idaho
$229K 6,730 – –
CSIA
705
Charles Schwab Investment Advisory
California
$228K 6,710 -183 -3%
TCA
706
Transcend Capital Advisors
New Jersey
$227K 6,676 +6,676 New
FF
707
Financial Futures
New Jersey
$225K 6,629 +67 +1%
CCM
708
Crew Capital Management
Ohio
$225K 6,621 -730 -10%
LW
709
Linscomb Wealth
Texas
$225K 6,613 +6,613 New
MG
710
Mather Group
Illinois
$223K 6,547 +6,547 New
LNC
711
Lincoln National Corp
Pennsylvania
$221K 6,504 -198 -3%
RPG
712
Resource Planning Group
Georgia
$220K 6,460 -2,876 -31%
FMI
713
F/M Investments
District of Columbia
$220K 6,372 -587 -8%
AIFAIM
714
American Institute for Advanced Investment Management
Arizona
$218K 6,415 +6,415 New
RBC
715
Roble Belko & Company
Pennsylvania
$217K 6,392 – –
RWM
716
Rockwood Wealth Management
Pennsylvania
$215K 6,335 -433 -6%
CS
717
Cannell & Spears
New York
$215K 6,332 +6,332 New
MCM
718
MAI Capital Management
Ohio
$214K 6,297 +6,297 New
CCG
719
Capital CS Group
California
$214K 6,296 -28,616 -82%
DADC
720
D.A. Davidson & Co
Montana
$214K 6,286 +6,286 New
MWM
721
Maripau Wealth Management
Indiana
$213K 6,252 -2,146 -26%
SAW
722
Signal Advisors Wealth
Michigan
$213K 6,252 +6,252 New
SCM
723
Stonehearth Capital Management
Massachusetts
$212K 6,248 +6,248 New
BI
724
Ballast Inc
Kentucky
$209K 6,133 +6,133 New
IBOK
725
Independence Bank of Kentucky
Kentucky
$207K 6,096 – –
27 28
29
30 31