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SPDR MSCI ACWI ex-US ETF
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Overview Fund Activity

236 hedge funds and large institutions have $1.43B invested in SPDR MSCI ACWI ex-US ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+13
Holders Change %
+5.83%
% of All Funds
3.17%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
33
Increased
75
Reduced
75
Closed
18
Calls
$398K
Puts
–
Net Calls
+$398K
Net Calls Change
-$289K

Top Buyers

1
JCM
1
Jacobi Capital Management
Pennsylvania
$19.1M
2
APP
2
Avantax Planning Partners
Iowa
$78.2M
3
3AM
3
3EDGE Asset Management
Florida
$14.9M
4
Bank of America
4
Bank of America
North Carolina
$257M
5
LPL Financial
5
LPL Financial
California
$47.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
HNB
2
Huntington National Bank
Ohio
$11.5M
3
P
3
Pitcairn
Pennsylvania
$24.2M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$54M
5
Morgan Stanley
5
Morgan Stanley
New York
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
101
Bragg Financial Advisors
North Carolina
$1.08M -$81K -2,480 -7%
LIG
102
Lokken Investment Group
Delaware
$1.01M +$627K +19,183 +162%
AAS
103
Avantax Advisory Services
Texas
$1M +$1M +30,716 New
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$987K -$1.12M -34,223 -53%
FC
105
Financial Consulate
Maryland
$985K +$985K +30,171 New
MTWM
106
Masso Torrence Wealth Management
New Jersey
$966K +$64.2K +1,965 +7%
RIS
107
Retirement Income Solutions
Michigan
$962K +$962K +29,457 New
MML Investors Services
108
MML Investors Services
Massachusetts
$931K +$25.9K +792 +3%
SFG
109
Sage Financial Group
Pennsylvania
$842K – – –
SW
110
Simplicity Wealth
New Jersey
$830K +$439K +13,440 +112%
US Bancorp
111
US Bancorp
Minnesota
$829K +$829K +25,382 New
EH
112
Equitable Holdings
New York
$816K +$24.2K +741 +3%
KCAM
113
Kagan Cocozza Asset Management
New Jersey
$797K -$29.1K -892 -4%
Goldman Sachs
114
Goldman Sachs
New York
$787K -$1.75M -53,467 -69%
WS
115
Wela Strategies
Georgia
$783K +$4.57K +140 +0.6%
SFFS
116
Stonehage Fleming Financial Services
Jersey
$777K – – –
GRP
117
Global Retirement Partners
California
$775K +$775K +23,718 New
BP
118
BBR Partners
New York
$762K +$762K +23,341 New
BTWM
119
Baker Tilly Wealth Management
Wisconsin
$631K – – –
CTA
120
Chesley Taft & Associates
Illinois
$625K +$57.2K +1,752 +10%
TIAA Trust, National Association
121
TIAA Trust, National Association
North Carolina
$617K +$43.5K +1,332 +8%
CGPCS
122
Capital Group Private Client Services
California
$616K +$616K +18,846 New
FCFC
123
First Commonwealth Financial Corp
Pennsylvania
$591K +$130K +3,980 +28%
SWM
124
SpringVest Wealth Management
Texas
$590K -$526K -16,112 -47%
ISB
125
Iowa State Bank
Iowa
$588K -$75.7K -2,318 -11%
3 4
5
6 7