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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
LPL Financial
4
LPL Financial
California
$847M
5
AWMS
5
Advocacy Wealth Management Services
Georgia
$76.3M

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 %
KAS
176
Kestra Advisory Services
Texas
$8.25M 242,635 +26,196 +12%
SC
177
Scotia Capital
Ontario, Canada
$8.2M 241,195 +9,103 +4%
MPM
178
MBB Public Markets
Illinois
$8.02M 235,829 – –
PIFP
179
Partners in Financial Planning
Virginia
$7.96M 234,071 -2,989 -1%
SSWG
180
Seven Springs Wealth Group
Tennessee
$7.94M 233,342 -4,065 -2%
BFA
181
Brown Financial Advisory
Alabama
$7.91M 232,531 -55,278 -19%
CA
182
Cetera Advisors
Colorado
$7.87M 231,398 -1,811 -0.8%
VWM
183
Venturi Wealth Management
Texas
$7.72M 226,962 -3,218 -1%
BFG
184
Berger Financial Group
Minnesota
$7.71M 226,593 +15,467 +7%
AC
185
AIFG Consultants
New York
$7.47M 219,606 -115,756 -35%
HFS
186
Horizon Financial Services
North Carolina
$7.41M 217,816 +2,960 +1%
IWP
187
Invenio Wealth Partners
Florida
$7.34M 215,898 +31,599 +17%
PA
188
Probity Advisors
Texas
$7.33M 215,460 -1,491 -0.7%
SFS
189
Security Financial Services
Indiana
$7.32M 215,266 -116,700 -35%
HWP
190
Hibernia Wealth Partners
Louisiana
$7.27M 213,668 +187,329 +711%
WI
191
WrapManager Inc
California
$7.25M 213,110 +27,084 +15%
WWM
192
Western Wealth Management
Colorado
$7.25M 213,040 +97,299 +84%
OCFG
193
O'Connor Financial Group
Illinois
$7.19M 211,337 +18,174 +9%
TVAMP
194
Tennessee Valley Asset Management Partners
Tennessee
$7.18M 211,062 +115,463 +121%
MHR
195
Matthew Hamilton Rosenberg
$7.11M 209,138 -1,185 -0.6%
WWA
196
WCG Wealth Advisors
Nevada
$7.1M 208,757 +12,083 +6%
UCFA
197
United Capital Financial Advisors
Texas
$7.08M 208,120 -11,191 -5%
SWMG
198
Sanchez Wealth Management Group
Florida
$7.07M 207,837 +207,837 New
BCG
199
BayBridge Capital Group
California
$7.06M 208,990 +208,990 New
TB
200
Treynor Bancshares
Iowa
$6.99M 205,501 -9,924 -5%
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