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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
1.75%
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 %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$40.7M 1,195,785 +58,232 +5%
CAAS
52
Capital Asset Advisory Services
Michigan
$40.4M 1,186,947 -51,233 -4%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$40.3M 1,184,488 +34,810 +3%
FAG
54
Financial Advisory Group
Texas
$40M 1,175,414 +9,640 +0.8%
SDWMA
55
Schneider Downs Wealth Management Advisors
Pennsylvania
$39.9M 1,172,342 +152,269 +15%
CC
56
Callan Capital
California
$37.9M 1,114,637 +134,267 +14%
CCA
57
Clearwater Capital Advisors
Illinois
$37.5M 1,103,390 +18,675 +2%
GSIS
58
Global Strategic Investment Solutions
Arizona
$37.1M 1,090,703 -92,426 -8%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$36.2M 1,064,942 -15,993 -1%
HighTower Advisors
60
HighTower Advisors
Illinois
$35.4M 1,039,874 +352,876 +51%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$34.2M 1,004,406 +106,091 +12%
SWP
62
Stratos Wealth Partners
Ohio
$33.6M 988,735 -58,357 -6%
IWM
63
IHT Wealth Management
Illinois
$33.3M 980,436 -6,394 -0.6%
RI
64
Rinkey Investments
California
$32.8M 965,328 +11,482 +1%
NEWAS
65
N.E.W. Advisory Services
Wisconsin
$32.4M 952,720 +22,129 +2%
BP
66
Ballentine Partners
Massachusetts
$32.1M 944,535 +31,310 +3%
BA
67
Bristlecone Advisors
Washington
$31.5M 927,001 -14,654 -2%
EDRIA
68
Edmonds Duncan Registered Investment Advisors
Kansas
$29.3M 862,775 -7,714,314 -90%
APWA
69
Atlas Private Wealth Advisors
New Jersey
$29.1M 855,594 +322,599 +61%
CAN
70
Cetera Advisor Networks
California
$29.1M 855,379 +59,402 +7%
OMC
71
Old Mission Capital
Illinois
$28.7M 842,635 +170,239 +25%
BSWM
72
Boston Standard Wealth Management
Massachusetts
$28.4M 914,725 – –
US Bancorp
73
US Bancorp
Minnesota
$28.3M 833,473 +63,751 +8%
FWI
74
Facet Wealth Inc
Maryland
$28.3M 836,836 -82,163 -9%
AWM
75
AE Wealth Management
Kansas
$28.2M 836,522 +78,920 +10%
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