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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 %
TFGT
751
TS Financial Group (TSFG)
Illinois
$126K 3,695 +1,554 +73%
CIR
752
Clear Investment Research
Georgia
$120K 3,532 +3,532 New
AIA
753
Arcadia Investment Advisors
Idaho
$109K 3,215 -598 -16%
Citigroup
754
Citigroup
New York
$99.4K 2,924 -1,702 -37%
TWM
755
Tradition Wealth Management
Minnesota
$98K 2,883 -3,771 -57%
CMP
756
Coston McIsaac & Partners
Maine
$95K 2,813 – –
WIM
757
Westside Investment Management
California
$95K 2,793 – –
EWM
758
Evermay Wealth Management
Virginia
$90.6K 2,663 – –
FFA
759
Founders Financial Alliance
North Carolina
$87.1K 2,560 +1 +0%
CFD
760
Creative Financial Designs
Indiana
$86.7K 2,551 -6,063 -70%
AWM
761
Abound Wealth Management
Tennessee
$85.1K 2,503 +216 +9%
CHA
762
Carmichael Hill & Associates
Maryland
$83K 2,440 – –
BCM
763
Bourgeon Capital Management
Connecticut
$81.9K 2,407 – –
GBT
764
Grove Bank & Trust
Florida
$81.1K 2,385 – –
BC
765
Bartlett & Co
Ohio
$80K 2,351 – –
BCWM
766
Bartlett & Co Wealth Management
Ohio
$79.9K 2,351 – –
PS
767
Principal Securities
Iowa
$74K 2,175 +2,175 New
W
768
WealthCollab
Washington
$69.8K 2,051 +2,051 New
FFA
769
Frazier Financial Advisors
Ohio
$66.6K 1,958 +1,958 New
PP
770
PrairieView Partners
Minnesota
$63K 1,838 -697 -27%
HT
771
Headlands Technologies
Illinois
$53K 1,557 +1,557 New
FCA
772
FinTrust Capital Advisors
South Carolina
$51.6K 1,517 – –
CG
773
Cutler Group
California
$51K 1,500 +1,500 New
PPWM
774
PFG Private Wealth Management
Florida
$39.9K 1,173 – –
CTWM
775
Cherry Tree Wealth Management
Minnesota
$38K 1,118 – –
29 30
31
32 33