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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
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
AF
5
Allworth Financial
California
$1.12B

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 Holding Trade Value Shares
Change 		Shares
Change %
CCM
476
Canal Capital Management
Virginia
$1.25M +$45K +1,319 +4%
BWFA
477
Baltimore-Washington Financial Advisors
Maryland
$1.25M +$122K +3,563 +11%
MMA
478
Miracle Mile Advisors
California
$1.25M -$224K -6,567 -15%
CPA
479
Capital Planning Advisors
California
$1.24M +$201K +5,902 +19%
BMD
480
Better Money Decisions
New Mexico
$1.24M +$56.8K +1,664 +5%
WPC
481
Wedmont Private Capital
Pennsylvania
$1.23M +$673K +19,855 +121%
MWM
482
Modern Wealth Management
Kansas
$1.23M +$563K +16,509 +85%
AQR Capital Management
483
AQR Capital Management
Connecticut
$1.2M +$402K +11,780 +50%
CC
484
Courier Capital
New York
$1.19M +$116K +3,411 +11%
PWM
485
Puff Wealth Management
New Jersey
$1.19M +$1.19M +34,808 New
OWCM
486
One Wealth Capital Management
Arizona
$1.18M +$1.18M +34,591 New
ES
487
Eagle Strategies
New York
$1.14M +$62.1K +1,820 +6%
SWM
488
Sterling Wealth Management
Illinois
$1.13M -$26.5K -777 -2%
Bank of Montreal
489
Bank of Montreal
Ontario, Canada
$1.13M +$996K +29,184 +735%
William Blair & Company
490
William Blair & Company
Illinois
$1.13M +$22.3K +654 +2%
FL
491
FreeGulliver LLC
Louisiana
$1.12M -$1.06K -31 -0.1%
CPRC
492
Consolidated Portfolio Review Corp
New York
$1.11M +$51.6K +1,512 +5%
FMWA
493
Forvis Mazars Wealth Advisors
Missouri
$1.11M +$39.3K +1,150 +4%
HFS
494
Howard Financial Services
Texas
$1.1M -$33.1K -969 -3%
ZF
495
Zhang Financial
Michigan
$1.1M -$42.8K -1,253 -4%
KWS
496
Keystone Wealth Services
California
$1.09M +$18.8K +550 +2%
PFM
497
Phillips Financial Management
Indiana
$1.09M -$102 -3 -0%
M&T Bank
498
M&T Bank
New York
$1.09M -$347K -10,160 -24%
SAG
499
SageView Advisory Group
California
$1.09M +$669K +19,613 +161%
LFG
500
Leverty Financial Group
Wisconsin
$1.08M +$567K +16,625 +110%
18 19
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