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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 %
PIWA
601
Prevail Innovative Wealth Advisors
Kansas
$603K +$144K +4,233 +32%
MHS
602
M Holdings Securities
Oregon
$599K – – –
SAI
603
Savvy Advisors Inc
New York
$598K +$39.6K +1,161 +7%
VPIM
604
Vanguard Personalized Indexing Management
California
$586K – – –
JHCP
605
Jackson Hole Capital Partners
Oklahoma
$586K +$586K +17,157 New
LK
606
Lumbard & Kellner
New Hampshire
$585K -$210K -6,140 -26%
PFG
607
Prospect Financial Group
Virginia
$584K +$584K +17,106 New
PA
608
PFG Advisors
Arizona
$582K -$76.5K -2,241 -12%
SPAS
609
Spectrum Planning & Advisory Services
California
$576K +$2.01K +59 +0.4%
SWP
610
Strategic Wealth Partners
Ohio
$575K +$64.9K +1,766 +13%
RIM
611
Redwood Investment Management
Arizona
$569K +$21.5K +630 +4%
LCM
612
LVM Capital Management
Michigan
$568K – – –
LWM
613
Laidlaw Wealth Management
New York
$559K +$5.73K +168 +1%
CPCP
614
Cedar Point Capital Partners
Iowa
$555K -$32.1K -941 -5%
BDF
615
Black Diamond Financial
Maryland
$553K +$553K +16,214 New
PS
616
Principal Securities
Iowa
$552K +$20.8K +609 +4%
TCM
617
Triumph Capital Management
Colorado
$552K -$114K -3,350 -17%
SPIA
618
Steward Partners Investment Advisory
New York
$552K +$20.8K +610 +4%
ARC
619
Advisor Resource Council
Texas
$548K -$769K -22,538 -58%
VCM
620
Virtue Capital Management
Tennessee
$548K +$179K +5,237 +48%
RFN
621
Redwood Financial Network
Ohio
$544K -$4.37K -128 -0.8%
CA
622
Calton & Associates
Florida
$537K +$227K +6,640 +73%
RPCA
623
Running Point Capital Advisors
California
$533K – – –
SIA
624
Strategic Investment Advisors
Michigan
$533K +$1.98K +58 +0.4%
GWP
625
Gateway Wealth Partners
Wisconsin
$530K +$56.3K +1,649 +12%
23 24
25
26 27