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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

960 hedge funds and large institutions have $21.2B invested in SPDR Portfolio Developed World ex-US ETF in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 431 increasing their positions, 273 reducing their positions, and 54 closing their positions.

Holders
960
Holders Change
+75
Holders Change %
+8.47%
% of All Funds
12.78%
Holding in Top 10
123
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.6%
% of All Funds
1.64%
New
148
Increased
431
Reduced
273
Closed
54
Calls
$65K
Puts
$65K
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.35B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.28B
3
AOI
3
Auto-Owners Insurance
Michigan
$750M
4
Betterment LLC
4
Betterment LLC
New York
$212M
5
Raymond James Financial
5
Raymond James Financial
Florida
$96.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.04B
2
UBS Group
2
UBS Group
Switzerland
$248M
3
BIP
3
Blueprint Investment Partners
North Carolina
$9.42M
4
KAS
4
Kestra Advisory Services
Texas
$9.64M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OWA
251
ORBA Wealth Advisors
Illinois
$5.36M 156,972 -4,029 -3%
FPCP
252
Fort Point Capital Partners
California
$5.35M 156,641 -84,716 -35%
CAM
253
Cresset Asset Management
Illinois
$5.3M 155,207 -35,141 -18%
BGA
254
Battery Global Advisors
Massachusetts
$5.18M 151,635 +745 +0.5%
TFA
255
Tranquilli Financial Advisor
New Jersey
$5.16M 151,095 +2,624 +2%
AWA
256
Arete Wealth Advisors
Illinois
$5.12M 149,673 +8,212 +6%
HFS
257
Hughes Financial Services
Virginia
$5.03M 147,453 +147,453 New
NC
258
NovaPoint Capital
Georgia
$4.95M 144,898 +1,179 +0.8%
WWM
259
Western Wealth Management
Colorado
$4.93M 144,553 +9,749 +7%
RWI
260
Red Wave Investments
Pennsylvania
$4.91M 143,912 -10,286 -7%
VWWMG
261
Vermillion & White Wealth Management Group
Pennsylvania
$4.85M 142,196 +51,105 +56%
WA
262
WBH Advisory
Maryland
$4.84M 141,935 +23,134 +19%
BPA
263
Beacon Pointe Advisors
California
$4.78M 140,164 -1,887 -1%
Citigroup
264
Citigroup
New York
$4.78M 140,027 +79,743 +132%
SFC
265
Strategic Financial Concepts
Texas
$4.76M 139,454 +103,178 +284%
YIA
266
YHB Investment Advisors
Connecticut
$4.71M 137,951 +1,476 +1%
PFG
267
PAX Financial Group
Texas
$4.63M 135,786 +1,226 +0.9%
MWM
268
Merriman Wealth Management
Washington
$4.63M 135,739 -9,801 -7%
VC
269
Vicus Capital
Pennsylvania
$4.62M 135,411 +9,256 +7%
TDWM
270
Topel & Distasi Wealth Management
California
$4.54M 133,070 – –
BWM
271
BCS Wealth Management
Tennessee
$4.54M 132,883 +5,514 +4%
MFS
272
Mattson Financial Services
Michigan
$4.53M 120,550 -2,696 -2%
BAM
273
Belpointe Asset Management
Nevada
$4.51M 121,424 -254 -0.2%
VFP
274
Vested Financial Planning
California
$4.45M 130,290 +130,290 New
SSWM
275
Sheets Smith Wealth Management
North Carolina
$4.43M 129,888 -2,130 -2%
9 10
11
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