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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 %
TCM
201
Towercrest Capital Management
Pennsylvania
$6.94M 204,003 +5,213 +3%
DI
202
Diligent Investors
California
$6.94M 203,918 -18,803 -8%
NECFA
203
New England Capital Financial Advisors
Connecticut
$6.91M 203,226 +15,827 +8%
SFPM
204
Sensible Financial Planning & Management
Massachusetts
$6.76M 198,768 +53,773 +37%
PWG
205
Portside Wealth Group
Utah
$6.71M 197,397 +6,426 +3%
OWM
206
Opes Wealth Management
California
$6.57M 193,109 +3,355 +2%
OGF
207
Orin Green Financial
California
$6.56M 192,674 -238 -0.1%
AC
208
Anson Capital
Georgia
$6.55M 192,539 +28,855 +18%
CWM
209
Congress Wealth Management
Massachusetts
$6.54M 192,153 -658 -0.3%
OPPS
210
Obsidian Personal Planning Solutions
Maryland
$6.51M 191,269 +8,403 +5%
FHA
211
Flagship Harbor Advisors
Massachusetts
$6.44M 189,497 -6,068 -3%
AWA
212
Aquire Wealth Advisors
Utah
$6.4M 188,303 -12,834 -6%
AA
213
Aire Advisors
California
$6.38M 187,534 -3,969 -2%
TFA
214
TPG Financial Advisors
Oregon
$6.37M 188,256 +7,803 +4%
DWA
215
Delap Wealth Advisory
Oregon
$6.24M 183,442 +118,275 +181%
CAM
216
Cresset Asset Management
Illinois
$6.1M 179,233 +214 +0.1%
HI
217
Harbour Investments
Wisconsin
$6.08M 178,912 +4,076 +2%
MSA
218
Marathon Strategic Advisors
Pennsylvania
$6.03M 177,437 +177,437 New
MFA
219
Millington Financial Advisors
Illinois
$5.97M 175,532 +5,508 +3%
AWS
220
Atria Wealth Solutions
New York
$5.93M 174,345 +4,845 +3%
VBFP
221
Valtinson Bruner Financial Planning
Minnesota
$5.91M 173,860 -2,381 -1%
ACA
222
Atlas Capital Advisors
Wyoming
$5.87M 172,701 -27,871 -14%
SPA
223
Sentinel Pension Advisors
Massachusetts
$5.8M 170,647 -4,087 -2%
CCWA
224
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.79M 170,115 +112,273 +194%
RWI
225
Red Wave Investments
Pennsylvania
$5.74M 168,736 +712 +0.4%
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