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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 %
FWP
776
FAS Wealth Partners
Kansas
$37K 1,087 – –
SFCL
777
Strengthening Families & Communities LLC
Massachusetts
$35.8K 1,052 +11 +1%
RAM
778
Riggs Asset Management
Pennsylvania
$35.5K 1,045 – –
BFPW
779
BOK Financial Private Wealth
Colorado
$32.7K 962 +962 New
FPB
780
First PREMIER Bank
South Dakota
$31K 909 – –
MG
781
MilWealth Group
Wisconsin
$28.9K 851 – –
Bessemer Group
782
Bessemer Group
New Jersey
$27K 780 +780 New
PA
783
PSI Advisors
Florida
$27K 793 – –
SS
784
Sunbelt Securities
Texas
$26.6K 781 – –
FGA
785
Fortis Group Advisors
New Jersey
$25.6K 754 +377 +100%
IPW
786
Impact Partnership Wealth
Georgia
$23.6K 695 -241 -26%
AAP
787
Arax Advisory Partners
Colorado
$22.2K 653 -825 -56%
FBC
788
Fairfield, Bush & Co
Connecticut
$21K 616 +616 New
MSG
789
Main Street Group
Virginia
$20.4K 600 +600 New
CSC
790
Caldwell Sutter Capital
California
$20K 588 – –
BWL
791
Bogart Wealth LLC
Virginia
$19.3K 569 +2 +0.4%
TSWM
792
Tyler-Stone Wealth Management
Ohio
$18.9K 555 – –
AFWM
793
Abich Financial Wealth Management
Virginia
$18.2K 535 +535 New
GKIM
794
GW&K Investment Management
Massachusetts
$18K 533 +533 New
OC
795
Oakworth Capital
Alabama
$17.9K 525 +525 New
SIS
796
Sound Income Strategies
Florida
$16.9K 498 -409 -45%
HWM
797
Horizons Wealth Management
North Carolina
$16.9K 498 – –
TCG
798
Transcendent Capital Group
Oklahoma
$16.4K 483 +483 New
VNA
799
Valley National Advisers
Pennsylvania
$16K 486 – –
C
800
Covestor
United Kingdom
$14K 409 -1,031 -72%
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