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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

1,026 hedge funds and large institutions have $21.7B invested in SPDR Portfolio Developed World ex-US ETF in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 433 increasing their positions, 360 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+49
Holders Change %
+5.02%
% of All Funds
13.76%
Holding in Top 10
142
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.9%
% of All Funds
1.9%
New
107
Increased
433
Reduced
360
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$4.03B
2
AOI
Auto-Owners Insurance
Michigan
$712M
3
Stifel Financial
Stifel Financial
Missouri
$161M
4
BEI
Benjamin Edwards Inc
Missouri
$124M
5
HHGA
Halbert Hargrove Global Advisors
California
$63.4M

Top Sellers

1
State Street
State Street
Massachusetts
$189M
2
TC
TownSquare Capital
Utah
$11.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
$2.42B
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$70.3M
5
SMM
Stadion Money Management
Georgia
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWMA
226
Ironwood Wealth Management (Arizona)
Arizona
$7.88M -$2.57M -63,460 -25%
HI
227
Harbour Investments
Wisconsin
$7.87M -$3.83M -94,710 -33%
AA
228
Aire Advisors
California
$7.77M +$222K +5,473 +3%
BW
229
BIP Wealth
Georgia
$7.76M -$266K -6,573 -3%
SWMG
230
Sanchez Wealth Management Group
Florida
$7.74M +$263K +6,486 +4%
CWM
231
Collaborative Wealth Management
Florida
$7.67M +$971K +23,982 +15%
TFA
232
TPG Financial Advisors
Oregon
$7.59M -$2.49M -61,408 -25%
CF
233
Convergence Financial
Missouri
$7.57M +$1.84M +45,337 +32%
PC
234
Pecaut & Co
Iowa
$7.52M +$407K +10,052 +6%
IP
235
Ignite Planners
California
$7.48M +$144K +3,577 +2%
AC
236
Apella Capital
Connecticut
$7.45M +$5.64M +140,428 +311%
BCG
237
BayBridge Capital Group
California
$7.37M +$49.1K +1,212 +0.7%
SPWM
238
Spartan Planning & Wealth Management
North Carolina
$7.36M +$713K +17,620 +11%
SSWG
239
Seven Springs Wealth Group
Tennessee
$7.3M -$26.7K -660 -0.4%
WA
240
WBH Advisory
Maryland
$7.19M +$957K +23,641 +15%
VBFP
241
Valtinson Bruner Financial Planning
Minnesota
$7.18M -$5.18M -127,886 -42%
RWP
242
RWA Wealth Partners
Massachusetts
$7.17M +$935K +23,094 +15%
CWM
243
Congress Wealth Management
Massachusetts
$7.17M -$126K -3,115 -2%
SFPM
244
Sensible Financial Planning & Management
Massachusetts
$7.15M -$597K -14,735 -8%
VWM
245
Venturi Wealth Management
Texas
$7.15M -$416K -10,265 -5%
LIA
246
Luken Investment Analytics
Tennessee
$6.99M +$849K +20,972 +14%
AWA
247
Arete Wealth Advisors
Illinois
$6.93M +$173K +4,266 +3%
LAM
248
Lifestyle Asset Management
Texas
$6.92M +$845K +20,878 +14%
FPCP
249
Fort Point Capital Partners
California
$6.84M +$525K +12,976 +8%
ORG
250
Optimist Retirement Group
Washington
$6.83M -$217K -5,362 -3%
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