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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 %
SS
201
SBI Securities
Japan
$15.5K +$15.5K +555 New
BTI
202
Blue Trust Inc
Georgia
$14.5K -$391 -14 -3%
BTD
203
BankPlus Trust Department
Mississippi
$13.1K +$13.1K +468 New
KFI
204
Key Financial Inc
Pennsylvania
$12K – – –
HBW
205
Hazlett, Burt & Watson
West Virginia
$12K – – –
CWM
206
Compass Wealth Management
Connecticut
$11.4K – – –
TCM
207
Tradewinds Capital Management
Washington
$11.2K +$11.2K +400 New
GI
208
GAMMA Investing
California
$10.5K – – –
PTC
209
Private Trust Company
Ohio
$9.47K – – –
BCWM
210
Bartlett & Co Wealth Management
Ohio
$9.25K – – –
CA
211
Continuum Advisory
Idaho
$8.99K +$6.92K +248 +335%
FLP
212
Financial Life Planners
Arizona
$8.68K +$8.68K +311 New
GJIA
213
Glass Jacobson Investment Advisors
Maryland
$6.29K – – –
SMA
214
Sage Mountain Advisors
Georgia
$5.59K – – –
AF
215
Advisornet Financial
Minnesota
$4.86K – – –
OC
216
Oarsman Capital
Wisconsin
$3.77K – – –
BWL
217
Bogart Wealth LLC
Virginia
$2.46K – – –
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +75 New
AWM
219
AE Wealth Management
Kansas
$1.87K +$1.87K +67 New
IA
220
IFP Advisors
Florida
$1.79K – – –
Bessemer Group
221
Bessemer Group
New Jersey
$1K -$398K -9,950 -100%
FFA
222
Farther Finance Advisors
California
$559 – – –
BlackRock
223
BlackRock
New York
$503 – – –
SAM
224
Smartleaf Asset Management
Massachusetts
$111 +$111 +4 New
OMC
225
Old Mission Capital
Illinois
– -$789K -25,909 Closed
6 7 8
9
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