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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 %
TWD
726
True Wealth Design
Ohio
$206K 6,049 – –
HWM
727
HFG Wealth Management
Texas
$206K 6,044 +6,044 New
CIBC Private Wealth Group
728
CIBC Private Wealth Group
Georgia
$205K 6,027 +6,027 New
FWM
729
FSA Wealth Management
Massachusetts
$204K 5,985 +5,985 New
VAG
730
VisionPoint Advisory Group
Texas
$204K 5,989 -2,392 -29%
MCA
731
MSH Capital Advisors
Arizona
$204K 5,985 +5,985 New
VCP
732
Verus Capital Partners
Arizona
$202K 5,946 +5,946 New
MCIA
733
Mountain Capital Investment Advisors
Colorado
$201K 5,955 +5,955 New
TWP
734
Tempus Wealth Planning
California
$201K 5,919 -58,568 -91%
PWM
735
Penobscot Wealth Management
Maine
$200K 5,875 -850 -13%
OSAM
736
O'Shaughnessy Asset Management
Connecticut
$194K 5,703 +99 +2%
NA
737
Nordwand Advisors
Pennsylvania
$189K 5,571 – –
CIAS
738
Capital Investment Advisory Services
North Carolina
$188K 5,525 – –
S
739
SignatureFD
Georgia
$182K 5,362 -86 -2%
FG
740
Fairman Group
Pennsylvania
$180K 5,296 +5,296 New
QCG
741
Quadrant Capital Group
Ohio
$180K 5,279 – –
CIA
742
Cape Investment Advisory
Georgia
$179K 5,255 +569 +12%
VWM
743
Valley Wealth Managers
New Jersey
$163K 4,801 – –
NP
744
NorthRock Partners
Minnesota
$163K 4,784 -25,171 -84%
CJ
745
Caitlin John
Michigan
$162K 4,762 +4,762 New
SPIA
746
Steward Partners Investment Advisory
New York
$142K 4,179 +17 +0.4%
Deutsche Bank
747
Deutsche Bank
Germany
$138K 4,047 – –
SWM
748
Sanctuary Wealth Management
Idaho
$138K 4,044 – –
OCM
749
Orion Capital Management
California
$131K 3,847 – –
Qube Research & Technologies (QRT)
750
Qube Research & Technologies (QRT)
United Kingdom
$126K 3,710 -9,209 -71%
28 29
30
31 32