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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.

New
Increased
Maintained
Reduced
Closed
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
Creative Planning
Kansas
$2.35B
2
Financial Engines Advisors
Financial Engines Advisors
California
$2.28B
3
AOI
Auto-Owners Insurance
Michigan
$750M
4
Betterment LLC
Betterment LLC
New York
$212M
5
AF
Allworth Financial
California
$1.12B

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$4.04B
2
UBS Group
UBS Group
Switzerland
$248M
3
BIP
Blueprint Investment Partners
North Carolina
$9.42M
4
KAS
Kestra Advisory Services
Texas
$9.64M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
401
Kohmann Bosshard Financial Services
Ohio
$1.95M -$176K -5,149 -8%
TWM
402
Trinity Wealth Management
Pennsylvania
$1.95M +$207K +6,073 +12%
OCM
403
One Capital Management
California
$1.93M -$214K -6,258 -10%
BIM
404
Breakwater Investment Management
Washington
$1.92M -$226K -6,621 -11%
Jones Financial Companies
405
Jones Financial Companies
Missouri
$1.91M +$828K +24,270 +76%
SPWM
406
Spartan Planning & Wealth Management
North Carolina
$1.91M +$1.91M +55,995 New
RIM
407
Rockbridge Investment Management
New York
$1.89M -$130K -3,795 -6%
PFGIA
408
Patriot Financial Group Insurance Agency
Massachusetts
$1.88M +$120K +3,521 +7%
PAG
409
Paladin Advisory Group
Iowa
$1.88M -$9.15K -268 -0.5%
MF
410
Montis Financial
Massachusetts
$1.87M -$4.85K -142 -0.3%
NG
411
Norden Group
Utah
$1.87M +$188K +5,496 +11%
FCG
412
Financial Connections Group
California
$1.84M -$8.49K -249 -0.5%
PNC Financial Services Group
413
PNC Financial Services Group
Pennsylvania
$1.81M -$5.8K -170 -0.3%
DB
414
Dravo Bay
Delaware
$1.81M +$826K +24,189 +84%
GFPC
415
Global Financial Private Client
Florida
$1.81M +$29.1K +853 +2%
PWA
416
PCG Wealth Advisors
Kansas
$1.8M +$29.1K +852 +2%
AWAU
417
Alliance Wealth Advisors (Utah)
Utah
$1.8M +$207K +6,051 +13%
BCM
418
Beaumont Capital Management
Massachusetts
$1.78M +$85.9K +2,518 +5%
AA
419
ACT Advisors
North Carolina
$1.78M -$306K -8,962 -15%
UWM
420
USAdvisors Wealth Management
Minnesota
$1.77M -$32.3K -947 -2%
TPWA
421
TRUE Private Wealth Advisors
Oregon
$1.76M +$1.76M +51,566 New
Baird Financial Group
422
Baird Financial Group
Wisconsin
$1.76M +$1.29M +37,790 +275%
WFAG
423
Worth Financial Advisory Group
North Carolina
$1.74M -$297K -8,704 -15%
WSFS
424
Wilmington Savings Fund Society
Delaware
$1.73M -$695K -20,349 -29%
SG
425
StoneX Group
New York
$1.71M +$1.71M +50,216 New
15 16
17
18 19