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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 %
Corient Private Wealth
126
Corient Private Wealth
Florida
$14.1M 415,455 -126,173 -23%
PCA
127
Prosperity Capital Advisors
Ohio
$13.9M 408,944 +29,784 +8%
NA
128
NewEdge Advisors
Louisiana
$13.9M 410,142 +50,082 +14%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$13.8M 406,533 -4,160 -1%
GLA
130
Good Life Advisors
Pennsylvania
$13.8M 404,840 +15,466 +4%
Goldman Sachs
131
Goldman Sachs
New York
$13.7M 402,062 +369,059 +1,118%
BCI
132
Brinker Capital Investments
Pennsylvania
$13.5M 398,189 +109,539 +38%
OPS
133
Orion Portfolio Solutions
Nebraska
$13.5M 398,189 +109,539 +38%
AI
134
Atria Investments
North Carolina
$13.4M 394,610 -28,906 -7%
AWA
135
ARQ Wealth Advisors
Arizona
$13M 382,118 +22,528 +6%
WCFA
136
Walkner Condon Financial Advisors
Wisconsin
$12.9M 378,961 +21,071 +6%
BCM
137
Brookstone Capital Management
Illinois
$12.8M 377,666 -341,376 -47%
GA
138
Goldstein Advisors
Wisconsin
$12.7M 373,578 +8,601 +2%
FHC
139
First Heartland Consultants
Missouri
$12.6M 371,446 +10,720 +3%
BHB
140
Bank Hapoalim BM
Israel
$12.6M 369,000 – –
DI
141
DFPG Investments
Utah
$12.5M 373,469 +5,720 +2%
OIA
142
OneDigital Investment Advisors
Kansas
$12.2M 359,922 -169,982 -32%
SFG
143
StrategIQ Financial Group
Indiana
$12.1M 356,188 -639 -0.2%
MFG
144
Merit Financial Group
Georgia
$12.1M 355,218 +100,294 +39%
VCM
145
Vivaldi Capital Management
Illinois
$11.9M 356,598 +22,671 +7%
SFP
146
Strategic Financial Planning
Texas
$11.8M 345,679 +9,423 +3%
WAOI
147
Wealth Advisors of Iowa
Iowa
$11.3M 331,446 -21,316 -6%
RJA
148
Raymond James & Associates
Florida
$11.2M 328,823 +5,459 +2%
MAWA
149
Moss Adams Wealth Advisors
Washington
$11.2M 328,533 +119,131 +57%
KWM
150
Kingsview Wealth Management
Oregon
$10.4M 305,099 +14,404 +5%
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