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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 %
GWS
651
Glassman Wealth Services
Virginia
$461K +$6.93K +203 +2%
RLWM
652
RF&L Wealth Management
Massachusetts
$458K -$7.58K -222 -2%
RFG
653
REAP Financial Group
Texas
$455K -$41.1K -1,204 -8%
SFP
654
Shepherd Financial Partners
Massachusetts
$444K – – –
CPA
655
Cardiff Park Advisors
California
$441K +$512 +15 +0.1%
RFA
656
Resurgent Financial Advisors
Georgia
$437K +$887 +26 +0.2%
RWP
657
Ridgeline Wealth Planning
Ohio
$432K +$432K +12,663 New
GFP
658
Gryphon Financial Partners
Ohio
$429K +$478 +14 +0.1%
CWA
659
Canvas Wealth Advisors
Kansas
$428K -$17.1K -500 -4%
CI
660
CX Institutional
Indiana
$428K +$428K +12,542 New
HFA
661
Hershey Financial Advisers
Pennsylvania
$428K +$428K +12,541 New
APP
662
Avantax Planning Partners
Iowa
$427K +$580 +17 +0.1%
ASW
663
Astoria Strategic Wealth
Texas
$424K -$43.1K -1,263 -9%
EGM
664
Engineers Gate Manager
New York
$421K +$421K +12,337 New
FAP
665
Financial Advisory Partners
Florida
$421K +$16.7K +489 +4%
EWM
666
Empirical Wealth Management
Washington
$418K +$42.9K +1,257 +11%
EP
667
Edgestream Partners
New Jersey
$418K +$418K +12,249 New
SAM
668
Sequent Asset Management
Texas
$414K – – –
KFS
669
Kelly Financial Services
Massachusetts
$409K -$254K -7,448 -38%
IFPG
670
Intrepid Financial Planning Group
Indiana
$409K +$128K +3,745 +46%
PFA
671
Pinnacle Family Advisors
Missouri
$407K +$3.38K +99 +0.8%
CCA
672
Conservest Capital Advisors
Pennsylvania
$406K -$7.92K -232 -2%
KCPG
673
Kavar Capital Partners Group
Kansas
$406K – – –
4A
674
4Wealth Advisors
Illinois
$404K +$404K +11,849 New
CAS
675
Coppell Advisory Solutions
Texas
$401K +$54.3K +1,590 +16%
25 26
27
28 29