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SPDR MSCI ACWI ex-US ETF
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Overview Fund Activity

223 hedge funds and large institutions have $1.21B invested in SPDR MSCI ACWI ex-US ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+15
Holders Change %
+7.21%
% of All Funds
2.97%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
41
Increased
61
Reduced
68
Closed
19
Calls
$1.19M
Puts
$1.32M
Net Calls
-$129K
Net Calls Change
+$1.52M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$260M
2
LPL Financial
LPL Financial
California
$38.6M
3
APP
Avantax Planning Partners
Iowa
$53.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.5M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$11.5M

Top Sellers

1
Jane Street
Jane Street
New York
$3.72M
2
HNB
Huntington National Bank
Ohio
$10.3M
3
FFN
Focus Financial Network
Minnesota
$2.73M
4
M1FG
Mach-1 Financial Group
Arkansas
$494K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
151
Strategic Financial Concepts
Texas
$258K +$6.37K +228 +3%
MCM
152
MAI Capital Management
Ohio
$251K +$251K +8,995 New
AIP
153
ARS Investment Partners
New York
$240K – – –
BFG
154
Bleakley Financial Group
New Jersey
$238K +$2.88K +103 +1%
First Trust Advisors
155
First Trust Advisors
Illinois
$232K +$232K +8,300 New
SL
156
Sentry LLC
Tennessee
$231K – – –
GWS
157
Glassman Wealth Services
Virginia
$221K – – –
BW
158
BIP Wealth
Georgia
$219K +$9K +322 +4%
LNWWM
159
Laird Norton Wetherby Wealth Management
California
$205K – – –
Citadel Advisors
160
Citadel Advisors
Florida
$199K -$286K -10,230 -59%
1L
161
10Elms LLP
Oklahoma
$198K +$198K +7,075 New
Fidelity Investments
162
Fidelity Investments
Massachusetts
$197K +$1.7K +61 +0.9%
GA
163
GoalVest Advisory
New York
$197K – – –
MPCG
164
Matrix Private Capital Group
New York
$190K – – –
JWA
165
JFS Wealth Advisors
Pennsylvania
$186K -$12.5K -449 -6%
Deutsche Bank
166
Deutsche Bank
Germany
$172K – – –
WTC
167
WhitTier Trust Company
Nevada
$164K +$27.6K +988 +20%
WT
168
Washington Trust
Rhode Island
$159K – – –
William Blair & Company
169
William Blair & Company
Illinois
$131K +$18.3K +655 +16%
FPF
170
First Pacific Financial
Washington
$123K +$1.7K +61 +1%
Franklin Resources
171
Franklin Resources
California
$93.2K – – –
PWMG
172
Private Wealth Management Group
New Jersey
$89.4K – – –
GT
173
Glenmede Trust
Pennsylvania
$85.9K -$115K -4,100 -57%
VHAM
174
Van Hulzen Asset Management
California
$81.2K +$81.2K +2,908 New
AssetMark Inc
175
AssetMark Inc
California
$81K +$81K +2,899 New
5 6
7
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