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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
12.79%
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 %
Raymond James Financial
26
Raymond James Financial
Florida
$96.8M 2,836,155 +2,836,155 New
EH
27
Equitable Holdings
New York
$93.2M 2,730,272 -163,756 -6%
SEI Investments
28
SEI Investments
Pennsylvania
$91.6M 2,684,464 +1,206,262 +82%
CA
29
Clearstead Advisors
Ohio
$89.2M 2,613,821 +33,253 +1%
AWMS
30
Advocacy Wealth Management Services
Georgia
$88.6M 2,595,044 -39,994 -2%
Stifel Financial
31
Stifel Financial
Missouri
$83.9M 2,457,238 -215,809 -8%
GM
32
GeoWealth Management
Illinois
$82.9M 2,429,024 -195,079 -7%
PAG
33
Private Advisor Group
New Jersey
$80M 2,344,164 -78,275 -3%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$79.7M 2,335,776 +201,857 +9%
SC
35
Savant Capital
Illinois
$76.2M 2,232,372 -95,000 -4%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$76.1M 2,228,843 +165,530 +8%
JFA
37
JNBA Financial Advisors
Minnesota
$74.3M 2,176,759 -89,521 -4%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$73M 2,139,186 +96,835 +5%
AssetMark Inc
39
AssetMark Inc
California
$71M 2,081,032 +52,949 +3%
MFS
40
McNamara Financial Services
Massachusetts
$70.9M 2,078,553 -126,665 -6%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$62.4M 1,829,614 +43,613 +2%
ACM
42
AlphaStar Capital Management
North Carolina
$56.9M 1,666,829 +189,154 +13%
PAS
43
Park Avenue Securities
New York
$56.5M 1,654,198 +54,048 +3%
BEI
44
Benjamin Edwards Inc
Missouri
$54.5M 1,595,808 -152,356 -9%
PWA
45
Peterson Wealth Advisors
Utah
$54M 1,576,858 -15,663 -1%
AWM
46
Axxcess Wealth Management
California
$53M 1,553,404 +93,162 +6%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$52.7M 1,543,722 +27,744 +2%
CAAS
48
Capital Asset Advisory Services
Michigan
$50.7M 1,479,320 +82,775 +6%
SDWMA
49
Schneider Downs Wealth Management Advisors
Pennsylvania
$50.1M 1,467,162 +109,349 +8%
IAA
50
Independent Advisor Alliance
North Carolina
$49.3M 1,445,464 +1,429,688 +9,062%
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