SPDW icon

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 %
FIM
501
Freedom Investment Management
Connecticut
$1.13M +$175K +4,798 +18%
KWS
502
Keystone Wealth Services
California
$1.12M -$41.1K -1,128 -4%
HFS
503
Howard Financial Services
Texas
$1.12M -$55.7K -1,531 -5%
RIA
504
Realta Investment Advisors
Delaware
$1.11M +$285K +7,841 +35%
MGIA
505
Moneta Group Investment Advisors
Missouri
$1.11M +$394K +10,810 +55%
MWC
506
MBM Wealth Consultants
Missouri
$1.09M +$43.5K +1,195 +4%
GSWM
507
Golden State Wealth Management
California
$1.09M -$9.1K -250 -0.8%
Bank of Montreal
508
Bank of Montreal
Ontario, Canada
$1.08M -$127K -3,493 -11%
OSAM
509
O'Shaughnessy Asset Management
Connecticut
$1.06M +$128K +3,502 +14%
CA
510
CoreCap Advisors
Michigan
$1.04M +$35.9K +985 +4%
ACM
511
Altrius Capital Management
North Carolina
$1.04M +$14.9K +409 +1%
AMG
512
Advisors Management Group
Wisconsin
$1.04M +$81.1K +2,228 +8%
SAG
513
SageView Advisory Group
California
$1.02M -$139K -3,804 -12%
KSWA
514
Kathleen S. Wright Associates
Pennsylvania
$1.02M -$35.8K -984 -3%
TA
515
TFB Advisors
Kansas
$1.01M -$10.3K -282 -1%
Fifth Third Bancorp
516
Fifth Third Bancorp
Ohio
$1.01M – – –
PWM
517
Puff Wealth Management
New Jersey
$1M -$265K -7,282 -21%
MOS
518
MGO One Seven
Ohio
$994K +$7.43K +204 +0.8%
SWM
519
Seaside Wealth Management
California
$991K – – –
JCIA
520
Jackson Creek Investment Advisors
Colorado
$989K -$34K -933 -3%
GSEP
521
Golden State Equity Partners
California
$989K +$158K +4,349 +19%
CJ
522
Caitlin John
Michigan
$989K +$806K +22,145 +442%
MCM
523
MidAtlantic Capital Management
Virginia
$984K – – –
TA
524
TKG Advisors
Indiana
$983K -$45.9K -1,261 -4%
HWM
525
Howard Wealth Management
Connecticut
$971K -$27.2K -748 -3%
19 20
21
22 23