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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

977 hedge funds and large institutions have $18.7B invested in SPDR Portfolio Developed World ex-US ETF in 2025 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 369 increasing their positions, 359 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
+17
Holders Change %
+1.77%
% of All Funds
13.27%
Holding in Top 10
138
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+12.2%
% of All Funds
1.88%
New
87
Increased
369
Reduced
359
Closed
49
Calls
$95K
Puts
$9K
Net Calls
+$86K
Net Calls Change
+$86K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$3.15B
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$234M
3
State Street
State Street
Massachusetts
$419M
4
LPL Financial
LPL Financial
California
$1.12B
5
Morgan Stanley
Morgan Stanley
New York
$354M

Top Sellers

1
AOI
Auto-Owners Insurance
Michigan
$202M
2
Stifel Financial
Stifel Financial
Missouri
$18.4M
3
Financial Engines Advisors
Financial Engines Advisors
California
$2.37B
4
GI
Gradient Investments
Minnesota
$76.7M
5
BEI
Benjamin Edwards Inc
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HAC
301
Harbor Advisory Corp
New Hampshire
$4.19M +$291K +7,993 +7%
SHJ
302
Sharkey, Howes & Javer
Colorado
$4.18M +$3.22M +88,382 +335%
HWA
303
Heartwood Wealth Advisors
Virginia
$4.15M -$72.2K -1,983 -2%
B
304
Bensler
Washington
$4.14M +$992K +27,257 +31%
IAA
305
Independent Advisor Alliance
North Carolina
$4.1M -$48.5M -1,332,764 -92%
VPP
306
Vertex Planning Partners
Illinois
$4.1M +$204K +5,595 +5%
NA
307
Novus Advisors
South Carolina
$4.06M +$1.45M +39,955 +56%
BCA
308
Bay Capital Advisors
Virginia
$4.04M +$558K +15,328 +16%
HT
309
Heritage Trust
Oklahoma
$4M – – –
CL
310
Choreo LLC
Illinois
$3.97M +$1.39M +38,250 +54%
Koshinski Asset Management
311
Koshinski Asset Management
Illinois
$3.88M -$430K -11,814 -10%
TW
312
Towerpoint Wealth
California
$3.83M -$76.3K -2,096 -2%
LIA
313
LBMC Investment Advisors
Tennessee
$3.83M -$75.2K -2,065 -2%
SWM
314
Schwallier Wealth Management
Michigan
$3.8M +$3.8M +104,260 New
NSB
315
Norway Savings Bank
Maine
$3.79M +$30.9K +850 +0.8%
IPWA
316
International Private Wealth Advisors
California
$3.79M +$1.02M +28,066 +37%
LFG
317
Larson Financial Group
Missouri
$3.79M +$11.2K +308 +0.3%
SF
318
Summit Financial
New Jersey
$3.71M -$33.3K -914 -0.9%
STA
319
Smith Thornton Advisors
Alabama
$3.7M +$432K +11,877 +13%
KWA
320
Kingswood Wealth Advisors
California
$3.7M +$141K +3,880 +4%
VCWM
321
Vista Cima Wealth Management
Arizona
$3.69M -$757K -20,797 -17%
AWMG
322
Alliance Wealth Management Group
New Jersey
$3.67M +$83K +2,279 +2%
SAM
323
Smartleaf Asset Management
Massachusetts
$3.63M -$249K -6,766 -6%
CGFA
324
Colton Groome Financial Advisors
North Carolina
$3.62M +$588K +15,520 +19%
EIM
325
Ervin Investment Management
Washington
$3.62M +$210K +5,776 +6%
11 12
13
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