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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
1.75%
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 %
PG
101
Proffitt & Goodson
Tennessee
$19.2M 564,043 -2,366 -0.4%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$18.9M 555,868 -2,490 -0.4%
BIP
103
Blueprint Investment Partners
North Carolina
$18.3M 539,267 -133,537 -20%
GWAG
104
Garrett Wealth Advisory Group
Texas
$18.1M 531,707 +167,647 +46%
EFL
105
ERn Financial LLC
Wisconsin
$17.9M 539,078 +117,814 +28%
PMFA
106
Plante Moran Financial Advisors
Michigan
$17.6M 517,341 +1,680 +0.3%
Betterment LLC
107
Betterment LLC
New York
$17.4M 510,810 +429,430 +528%
IA
108
IFP Advisors
Florida
$17.2M 506,849 -115,302 -19%
LSAG
109
Lake Street Advisors Group
New Hampshire
$17M 500,152 -25,406 -5%
B
110
Bridgeworth
Alabama
$17M 499,966 +12,918 +3%
TCFP
111
Treasure Coast Financial Planning
Florida
$16.9M 496,568 +9,770 +2%
SFP
112
Strategic Financial Partners
Oregon
$16.8M 492,901 +101,230 +26%
SWM
113
SigFig Wealth Management
California
$16.6M 502,977 -39,899 -7%
GWM
114
Geneos Wealth Management
Colorado
$16.5M 484,081 +16,772 +4%
SCA
115
Snowden Capital Advisors
New York
$16.2M 476,730 -1,588 -0.3%
KAM
116
Knightsbridge Asset Management
California
$16.1M 473,176 +41,414 +10%
DJSG
117
D.J. St. Germain
Massachusetts
$15.5M 456,404 +6,656 +1%
LFPWM
118
Leicht Financial Planning & Wealth Management
New Jersey
$15.2M 446,353 -106,765 -19%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$15.1M 444,411 +94,139 +27%
FA
120
Fiduciary Alliance
South Carolina
$15.1M 443,148 +12,579 +3%
AFP
121
Ausdal Financial Partners
Iowa
$14.9M 437,993 +39,203 +10%
GAG
122
GM Advisory Group
New York
$14.6M 429,428 -20,245 -5%
LWMNY
123
Landmark Wealth Management (New York)
New York
$14.4M 422,657 -33,054 -7%
VA
124
Valmark Advisers
Ohio
$14.3M 421,153 +7,490 +2%
IHWM
125
Iron Horse Wealth Management
Iowa
$14.2M 417,435 +19,198 +5%
3 4
5
6 7