We are live on ! Find out more
SPDW icon

State Street SPDR Portfolio Developed World ex-US ETF

989 hedge funds and large institutions have $18.8B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 375 increasing their positions, 362 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

956% more call options, than puts

Call options by funds: $95K | Put options by funds: $9K

76% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 51

13% more funds holding in top 10

Funds holding in top 10: 127143 (+16)

2% more funds holding

Funds holding: 968989 (+21)

4% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 362

5.86% less ownership

Funds ownership: 85.08%79.22% (-5.9%)

12% less capital invested

Capital invested by funds: $21.2B → $18.8B (-$2.44B)

Holders
989
Holders Change
+21
Holders Change %
+2.17%
% of All Funds
13.26%
Holding in Top 10
143
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.6%
% of All Funds
1.92%
New
90
Increased
375
Reduced
362
Closed
51
Calls
$95K
Puts
$9K
Net Calls
+$86K
Net Calls Change
+$86K
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
301
Richardson Financial Services
Massachusetts
$4.34M +$1.3M +36,071 +43%
SFC
302
Strategic Financial Concepts
Texas
$4.31M -$762K -21,097 -15%
PF
303
PlanWiser Financial
Colorado
$4.28M +$4.03M +111,579 New
BPA
304
Beacon Pointe Advisors
California
$4.26M -$833K -23,040 -16%
OAM
305
Occidental Asset Management
California
$4.25M +$674K +18,653 +19%
SW
306
Simplicity Wealth
New Jersey
$4.23M +$353K +9,770 +9%
HAC
307
Harbor Advisory Corp
New Hampshire
$4.19M +$289K +7,993 +7%
SHJ
308
Sharkey, Howes & Javer
Colorado
$4.18M +$3.19M +88,382 +335%
HWA
309
Heartwood Wealth Advisors
Virginia
$4.15M -$71.7K -1,983 -2%
B
310
Bensler
Washington
$4.14M +$985K +27,257 +31%
IAA
311
Independent Advisor Alliance
North Carolina
$4.1M -$48.2M -1,332,764 -92%
VPP
312
Vertex Planning Partners
Illinois
$4.1M +$202K +5,595 +5%
NA
313
Novus Advisors
South Carolina
$4.06M +$1.44M +39,955 +56%
BCA
314
Bay Capital Advisors
Virginia
$4.04M +$554K +15,328 +16%
HT
315
Heritage Trust
Oklahoma
$4M
CL
316
Choreo LLC
Illinois
$3.97M +$1.38M +38,250 +54%
Koshinski Asset Management
317
Koshinski Asset Management
Illinois
$3.88M -$427K -11,814 -10%
TW
318
Towerpoint Wealth
California
$3.83M -$75.7K -2,096 -2%
LIA
319
LBMC Investment Advisors
Tennessee
$3.83M -$74.6K -2,065 -2%
SWM
320
Schwallier Wealth Management
Michigan
$3.8M +$3.77M +104,260 New
NSB
321
Norway Savings Bank
Maine
$3.79M +$30.7K +850 +0.8%
IPWA
322
International Private Wealth Advisors
California
$3.79M +$1.01M +28,066 +37%
LFG
323
Larson Financial Group
Missouri
$3.79M +$11.1K +308 +0.3%
SF
324
Summit Financial
New Jersey
$3.71M -$33K -914 -0.9%
STA
325
Smith Thornton Advisors
Alabama
$3.7M +$429K +11,877 +13%

SPDW Hedge Fund Activity: Q1 2025 in Review

989 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2025, worth a combined $18.8B — down 12% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SPDW positions and 51 closed out — a net gain of 39 holders — while 375 added to existing stakes and 362 trimmed.

The largest buyer was Creative Planning, adding an estimated $647M. The largest seller was Auto-Owners Insurance, cutting an estimated $608M.

  • 989 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2025, up from 968 in Q4 2024.
  • Funds reported $18.8B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2025, down 12% quarter-over-quarter.
  • 90 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2025 and 51 closed out, a net change of +39 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2025 was Creative Planning, an estimated $647M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2025 was Auto-Owners Insurance, an estimated $608M sold.

Based on aggregated 13F filings for Q1 2025.