SPDW icon

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 %
DFA
626
DHK Financial Advisors
New Hampshire
$529K – – –
BP
627
BCK Partners
New York
$517K -$120K -3,513 -19%
WT
628
Whittier Trust
California
$509K – – –
RPA
629
Rock Point Advisors
Vermont
$506K +$506K +14,840 New
UAS
630
United Asset Strategies
New York
$504K +$17K +497 +3%
RWB
631
RMR Wealth Builders
New Jersey
$502K +$130K +3,804 +35%
ECM
632
Evergreen Capital Management
Washington
$502K -$15.9K -466 -3%
TYCC
633
Texas Yale Capital Corp
Florida
$501K +$501K +14,685 New
PWM
634
Perigon Wealth Management
California
$501K +$61.9K +1,793 +14%
CFG
635
Copley Financial Group
California
$501K +$62.6K +1,833 +14%
RWPA
636
Richard W. Paul & Associates
Michigan
$496K -$2.36K -69 -0.5%
BWM
637
BankPlus Wealth Management
Mississippi
$494K +$494K +14,473 New
CFS
638
Coordinated Financial Services
Colorado
$491K +$491K +14,392 New
FWM
639
Fairhaven Wealth Management
Illinois
$490K – – –
YWM
640
Yoder Wealth Management
California
$488K – – –
EW
641
Evoke Wealth
California
$483K +$483K +14,145 New
SOS
642
Silver Oak Securities
Tennessee
$482K -$1.44K -42 -0.3%
TF
643
TLWM Financial
Texas
$481K +$2.15K +63 +0.4%
HIA
644
Harbor Investment Advisory
Maryland
$475K – – –
AWM
645
Austin Wealth Management
Texas
$474K -$15.5K -446 -3%
LWM
646
Level Wealth Management
North Carolina
$469K +$469K +13,747 New
ACM
647
Advance Capital Management
Michigan
$469K -$3.41K -100 -0.7%
Q1WB
648
Quest 10 Wealth Builders
Virginia
$468K +$468K +13,707 New
LF
649
Lantz Financial
Illinois
$467K +$1.74K +51 +0.4%
AIM
650
Anchor Investment Management
South Carolina
$466K – – –
24 25
26
27 28