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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 %
MLA
826
MB, Levis & Associates
Pennsylvania
$3.16K 93 +1 +1%
DFA
827
DHJJ Financial Advisors
Illinois
$3.04K 89 +1 +1%
HFS
828
Hantz Financial Services
Michigan
$3K 91 -218 -71%
FWA
829
FSC Wealth Advisors
New York
$2.79K 82 – –
HCP
830
Hexagon Capital Partners
Arkansas
$2.65K 78 +78 New
FMII
831
Farmers & Merchants Investments Inc
Nebraska
$2.52K 74 +74 New
WAS
832
Winch Advisory Services
Wisconsin
$2.02K 59 – –
EWA
833
EverSource Wealth Advisors
Alabama
$1.87K 55 – –
FPF
834
First Pacific Financial
Washington
$1.36K 40 +40 New
AWM
835
Able Wealth Management
New Jersey
$1.17K 34 +34 New
NC
836
NewSquare Capital
Pennsylvania
$1.12K 33 – –
CI
837
Cordant Inc
Oregon
$885 26 +26 New
HI
838
Hoey Investments
Pennsylvania
$715 21 – –
CA
839
Clearstead Advisors
Ohio
$511 15 -15 -50%
TAM
840
Tucker Asset Management
Colorado
$306 9 – –
CA
841
Crewe Advisors
Utah
$103 3 +3 New
YAL
842
Your Advocates Ltd
Texas
$34 1 – –
MWM
843
Moran Wealth Management
Florida
– – -815,820 Closed
Citadel Advisors
844
Citadel Advisors
Florida
– – -467,790 Closed
Koshinski Asset Management
845
Koshinski Asset Management
Illinois
– – -128,749 Closed
SL
846
SWMG LLC
Texas
– – -63,985 Closed
TSS
847
Two Sigma Securities
New York
– – -39,916 Closed
LAS
848
Lloyd Advisory Services
Georgia
– – -39,868 Closed
ME
849
McIlrath & Eck
Washington
– – -33,009 Closed
VF
850
Virtu Financial
New York
– – -29,327 Closed
32 33
34
35 36