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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.98B 58,333,459 +1,831,580 +3%
Creative Planning
2
Creative Planning
Kansas
$1.83B 53,750,050 +133,680 +0.2%
AF
3
Allworth Financial
California
$935M 27,505,133 +694,340 +3%
LPL Financial
4
LPL Financial
California
$847M 24,912,564 +2,247,432 +10%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$428M 12,587,688 +322,362 +3%
AOI
6
Auto-Owners Insurance
Michigan
$390M 11,466,000 +291,000 +3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$307M 9,026,453 +1,915,733 +27%
State Street
8
State Street
Massachusetts
$286M 8,416,835 -283,165 -3%
UBS Group
9
UBS Group
Switzerland
$263M 7,743,804 +4,032,713 +109%
SMM
10
Stadion Money Management
Georgia
$262M 7,701,655 +62,431 +0.8%
Morgan Stanley
11
Morgan Stanley
New York
$252M 7,415,080 +4,772,494 +181%
HI
12
Horizon Investments
North Carolina
$218M 6,420,182 -242,302 -4%
SEIA
13
Signature Estate & Investment Advisors
California
$212M 6,235,336 +179,779 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$208M 6,119,106 -67,842 -1%
Bank of America
15
Bank of America
North Carolina
$172M 5,056,491 +1,298,603 +35%
Osaic Holdings
16
Osaic Holdings
Arizona
$150M 4,422,166 -1,516,218 -26%
TC
17
TownSquare Capital
Utah
$149M 4,379,199 +118,152 +3%
Truist Financial
18
Truist Financial
North Carolina
$131M 3,844,436 +3,521,531 +1,091%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$130M 3,813,938 -295,326 -7%
Ameriprise
20
Ameriprise
Minnesota
$125M 3,689,501 +11,424 +0.3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$109M 3,202,597 +1,275,350 +66%
GI
22
Gradient Investments
Minnesota
$108M 3,166,600 -881,375 -22%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$106M 3,129,386 +3,129,386 New
AA
24
Advisory Alpha
Michigan
$102M 3,000,509 +127,884 +4%
BWM
25
Baystate Wealth Management
Massachusetts
$102M 2,996,341 +109,273 +4%
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