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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 %
JFA
76
JNBA Financial Advisors
Minnesota
$27.3M 803,890 +53,703 +7%
AI
77
Auour Investments
Massachusetts
$26.4M 793,442 +20,915 +3%
SLC
78
Second Line Capital
Louisiana
$26.2M 771,716 +771,716 New
RWM
79
Reston Wealth Management
Virginia
$24.7M 725,538 +16,776 +2%
MAS
80
Meeder Advisory Services
Ohio
$24.5M 719,628 +87,205 +14%
IWC
81
Integrated Wealth Concepts
Massachusetts
$24.1M 708,199 +3,920 +0.6%
BC
82
Brio Consultants
California
$24.1M 707,984 +5,110 +0.7%
OFS
83
OneAscent Financial Services
Alabama
$23.7M 697,570 +697,570 New
GF
84
Goodman Financial
Texas
$23.4M 688,922 +7,362 +1%
GLA
85
Great Lakes Advisors
Illinois
$23.3M 685,445 -3,538 -0.5%
HF
86
Halpern Financial
Virginia
$23.3M 697,914 +304,594 +77%
PFA
87
Pure Financial Advisors
California
$23.1M 678,821 +133,486 +24%
FU
88
Fairfield University
Connecticut
$23M 676,577 +6,867 +1%
Wells Fargo
89
Wells Fargo
California
$22.7M 668,881 -43,339 -6%
Stifel Financial
90
Stifel Financial
Missouri
$22.3M 656,497 -3,480,166 -84%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$22.3M 654,611 +1,235 +0.2%
Cerity Partners
92
Cerity Partners
New York
$21.9M 643,835 +141,379 +28%
GRP
93
Global Retirement Partners
California
$21.3M 641,139 +58,842 +10%
HSWS
94
Higgins & Schmidt Wealth Strategies
Colorado
$21.2M 623,958 +623,958 New
ACA
95
Aptus Capital Advisors
Alabama
$21M 618,472 +68,237 +12%
FFM
96
Flagstone Financial Management
Nebraska
$20.9M 613,113 -3,949 -0.6%
PMG
97
ProVise Management Group
Florida
$20.5M 601,993 +3,871 +0.6%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$20.4M 600,369 +149,933 +33%
JSL
99
JT Stratford LLC
Georgia
$20.3M 595,532 +34,679 +6%
GL
100
Graypoint LLC
New York
$19.7M 578,574 +63,429 +12%
2 3
4
5 6