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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 %
HC
676
Hurley Capital
New York
$394K +$394K +11,504 New
MCA
677
MSH Capital Advisors
Arizona
$391K -$35.8K -1,048 -8%
FFG
678
Fortem Financial Group
California
$390K – – –
IWA
679
IVC Wealth Advisors
Pennsylvania
$387K +$3.52K +103 +0.9%
WSWA
680
Warren Street Wealth Advisors
California
$385K +$4.57K +134 +1%
OSNBOA
681
Old Second National Bank of Aurora
Illinois
$385K +$107K +3,127 +38%
PP
682
Pacifica Partners
Canada
$385K +$56.7K +1,665 +17%
IIC
683
Integrated Investment Consultants
Michigan
$382K – – –
HCMG
684
Howard Capital Management Group
California
$382K -$93.4K -2,738 -20%
SWP
685
Sagespring Wealth Partners
Tennessee
$379K +$379K +11,098 New
BJL
686
Brighton Jones LLC
Washington
$379K -$54.7K -1,602 -13%
PCM
687
Peirce Capital Management
Texas
$374K – – –
OC
688
Optima Capital
Oregon
$371K +$371K +10,861 New
HPFG
689
Hart & Patterson Financial Group
Massachusetts
$370K +$370K +10,843 New
WIM
690
WealthPlan Investment Management
Nebraska
$369K +$51.8K +1,517 +16%
SMC
691
Smith, Moore & Co
Missouri
$365K – – –
IFPL
692
Investments & Financial Planning LLC
Kentucky
$360K -$9.25K -271 -3%
LWL
693
Leo Wealth LLC
Texas
$360K +$1.64K +48 +0.5%
Wealthfront Advisers
694
Wealthfront Advisers
California
$359K +$29.4K +860 +9%
RPGK
695
Retirement Planning Group (Kansas)
Kansas
$356K +$40.1K +1,175 +13%
FZCM
696
Flynn Zito Capital Management
New York
$355K +$171 +5 +0%
BFA
697
Beaumont Financial Advisors
Massachusetts
$354K +$990 +29 +0.3%
PPWP
698
Premier Path Wealth Partners
New Jersey
$352K -$58.1K -1,703 -14%
EAM
699
Evanson Asset Management
California
$349K -$150K -4,385 -30%
LCC
700
Lincoln Capital Corp
Rhode Island
$344K – – –
26 27
28
29 30