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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 %
RA
151
Rodgers & Associates
Pennsylvania
$10.4M 304,852 +4,387 +1%
IWMA
152
Ironwood Wealth Management (Arizona)
Arizona
$10.1M 295,644 -6,402 -2%
GCA
153
Gradient Capital Advisors
California
$9.79M 287,961 +3,540 +1%
BCM
154
Boltwood Capital Management
California
$9.73M 286,085 -6,995 -2%
ICMP
155
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.63M 283,254 -7,508 -3%
IPWA
156
International Private Wealth Advisors
California
$9.59M 281,929 +281,929 New
CA
157
CGN Advisors
Kansas
$9.51M 279,643 +16,900 +6%
FPCP
158
Fort Point Capital Partners
California
$9.4M 276,427 +214,569 +347%
VAF
159
Values Added Financial
District of Columbia
$9.21M 270,814 -81,066 -23%
FDDB
160
Fidelity D&D Bancorp
Pennsylvania
$9.18M 269,846 +10,566 +4%
CA
161
CSM Advisors
Pennsylvania
$9.07M 266,750 +266,750 New
BFEC
162
Benjamin F. Edwards & Company
Missouri
$9.07M 266,712 -2,318,438 -90%
APA
163
Astoria Portfolio Advisors
New York
$9.06M 268,381 +21,966 +9%
PTCG
164
Pring Turner Capital Group
California
$8.98M 263,917 -4,613 -2%
NRA
165
NSI Retail Advisors
Pennsylvania
$8.96M 263,300 +263,300 New
MA
166
Mutual Advisors
Nebraska
$8.94M 262,857 +91,370 +53%
HGA
167
Hobbs Group Advisors
South Carolina
$8.91M 261,996 +261,996 New
BW
168
BIP Wealth
Georgia
$8.76M 257,481 +8,588 +3%
JFG
169
JDM Financial Group
Texas
$8.67M 254,926 +8,741 +4%
APC
170
Aspire Private Capital
North Carolina
$8.64M 253,899 +1,079 +0.4%
DC
171
Dorval Corp
Minnesota
$8.63M 253,822 +253,822 New
SFI
172
SPC Financial Inc
Maryland
$8.56M 251,783 +21,980 +10%
GC
173
Grimes & Company
Massachusetts
$8.49M 249,735 -15,717 -6%
RA
174
RFG Advisory
Alabama
$8.32M 244,503 +6,834 +3%
GM
175
GeoWealth Management
Illinois
$8.31M 244,366 +22,937 +10%
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