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

Top Sellers

1
State Street
1
State Street
Massachusetts
$189M
2
TC
2
TownSquare Capital
Utah
$11.6M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$2.42B
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$70.3M
5
SMM
5
Stadion Money Management
Georgia
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
276
United Capital Financial Advisors
Texas
$5.7M -$1.04M -25,640 -15%
DFP
277
Defined Financial Planning
California
$5.68M +$423K +10,576 +8%
NSAM
278
North Star Asset Management
Wisconsin
$5.67M +$2.06M +50,965 +57%
YIA
279
YHB Investment Advisors
Connecticut
$5.65M +$121K +2,990 +2%
FDW
280
Fourth Dimension Wealth
Ohio
$5.58M +$544K +13,433 +11%
SWM
281
Schwallier Wealth Management
Michigan
$5.43M +$1.21M +29,837 +29%
FU
282
Fairfield University
Connecticut
$5.42M -$23M -567,634 -81%
HFS
283
Hughes Financial Services
Virginia
$5.42M -$513K -12,593 -9%
SWA
284
Stratos Wealth Advisors
Ohio
$5.41M +$1.82M +45,071 +51%
CAAM
285
Cornerstone Advisors Asset Management
Pennsylvania
$5.35M -$2.56M -63,222 -32%
RWI
286
Red Wave Investments
Pennsylvania
$5.32M +$135K +3,330 +3%
SHJ
287
Sharkey, Howes & Javer
Colorado
$5.31M +$663K +16,375 +14%
SF
288
Symphony Financial
Texas
$5.27M +$5.27M +129,931 New
WMWM
289
Wilkins Miller Wealth Management
Alabama
$5.27M +$150K +3,703 +3%
BSHC
290
Breed's Hill Capital
Massachusetts
$5.19M – – –
BWM
291
BCS Wealth Management
Tennessee
$5.19M -$164K -4,055 -3%
VFP
292
Vested Financial Planning
California
$5.19M -$95.2K -2,351 -2%
FPWM
293
FSB Premier Wealth Management
Iowa
$5.15M -$61.5K -1,518 -1%
VFS
294
Valpey Financial Services
New Hampshire
$5.06M +$5.06M +124,932 New
TCM
295
Towercrest Capital Management
Pennsylvania
$5.06M -$72K -1,779 -1%
Mercer Global Advisors
296
Mercer Global Advisors
Colorado
$5.04M +$7.25K +179 +0.1%
B
297
Bensler
Washington
$5.01M +$397K +9,801 +9%
CWMK
298
Caliber Wealth Management (Kansas)
Kansas
$4.95M -$339K -8,361 -6%
CL
299
Choreo LLC
Illinois
$4.94M +$534K +13,190 +12%
OAM
300
Occidental Asset Management
California
$4.83M +$103K +2,537 +2%
10 11
12
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