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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 %
WIP
551
WealthCare Investment Partners
Rhode Island
$808K -$5.62K -165 -0.7%
SIM
552
Synergy Investment Management
Florida
$803K +$803K +23,513 New
BF
553
BOK Financial
Oklahoma
$800K – – –
SB
554
Strategic Blueprint
Georgia
$800K +$56.3K +1,649 +8%
IA
555
IFG Advisors
Missouri
$798K +$10.9K +319 +1%
GSEP
556
Golden State Equity Partners
California
$779K +$774K +22,692 +19,069%
RIA
557
Realta Investment Advisors
Delaware
$777K +$777K +22,682 New
GDP
558
Great Diamond Partners
Maine
$768K +$70.8K +2,075 +10%
NCG
559
Newport Capital Group
New Jersey
$759K +$243K +7,106 +47%
ACG
560
Allen Capital Group
Nebraska
$758K -$39.5K -1,157 -5%
USCWA
561
U.S. Capital Wealth Advisors
Texas
$757K +$525K +15,389 +226%
ULWM
562
Upper Left Wealth Management
Florida
$754K – – –
LFG
563
Lockerman Financial Group
California
$735K +$29.8K +872 +4%
MCC
564
Money Concepts Capital
Florida
$728K +$83.6K +2,450 +13%
IF
565
Intrua Financial
Texas
$726K +$451K +13,225 +165%
SFA
566
Sequoia Financial Advisors
Ohio
$715K +$5.43K +159 +0.8%
SL
567
SWMG LLC
Texas
$713K -$28.5K -808 -4%
DC
568
Destiny Capital
Colorado
$711K – – –
CT
569
Colonial Trust
South Carolina
$708K – – –
BWP
570
Balboa Wealth Partners
Arizona
$705K +$41.7K +1,221 +6%
BWG
571
Balanced Wealth Group
Ohio
$702K +$9.51K +267 +1%
AIM
572
Acropolis Investment Management
Missouri
$701K +$97.6K +2,859 +16%
SI
573
Stephens Inc
Arkansas
$690K +$77.5K +2,272 +13%
JSW
574
Journey Strategic Wealth
New Jersey
$688K -$150K -4,381 -18%
PFA
575
Professional Financial Advisors
Nebraska
$686K +$8.6K +252 +1%
21 22
23
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