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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 %
DAS
851
Dynamic Advisor Solutions
Arizona
– – -27,050 Closed
CPRC
852
Consolidated Portfolio Review Corp
New York
– – -26,570 Closed
Lido Advisors
853
Lido Advisors
California
– – -23,812 Closed
FMN
854
Financial Management Network
California
– – -21,686 Closed
AA
855
Alesco Advisors
New York
– – -18,109 Closed
LNWTC
856
Laird Norton Wetherby Trust Company
Washington
– – -13,897 Closed
MFWP
857
Mosaic Family Wealth Partners
Missouri
– – -12,642 Closed
SFO
858
Stokes Family Office
Louisiana
– – -12,114 Closed
AFO
859
Arrowroot Family Office
California
– – -11,610 Closed
VFA
860
Valeo Financial Advisors
Indiana
– – -11,029 Closed
AIA
861
Arbor Investment Advisors
North Carolina
– – -10,914 Closed
EP
862
Eudaimonia Partners
Tennessee
– – -10,866 Closed
CFGSD
863
Compass Financial Group (South Dakota)
South Dakota
– – -10,693 Closed
VHAM
864
Van Hulzen Asset Management
California
– – -9,230 Closed
TF
865
Theory Financial
Colorado
– – -8,605 Closed
RB
866
Renasant Bank
Mississippi
– – -8,174 Closed
WCM
867
Wealthcare Capital Management
Virginia
– – -8,134 Closed
FGG
868
Financial Guidance Group
Florida
– – -7,818 Closed
CF
869
Cantor Fitzgerald
New York
– – -7,111 Closed
WF
870
Wayfinding Financial
Washington
– – -6,676 Closed
RIA
871
Realta Investment Advisors
Delaware
– – -4,241 Closed
Legacy Financial Group (Iowa)
872
Legacy Financial Group (Iowa)
Iowa
– – -2,246 Closed
BBHC
873
Brown Brothers Harriman & Co
New York
– – -1,753 Closed
GA
874
GoalVest Advisory
New York
– – -735 Closed
RW
875
RVW Wealth
California
– – -701 Closed
32 33 34
35
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