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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

1,026 hedge funds and large institutions have $21.7B invested in SPDR Portfolio Developed World ex-US ETF in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 433 increasing their positions, 360 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+49
Holders Change %
+5.02%
% of All Funds
13.76%
Holding in Top 10
142
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.9%
% of All Funds
1.9%
New
107
Increased
433
Reduced
360
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$527M
2
AOI
Auto-Owners Insurance
Michigan
+$503M
3
Stifel Financial
Stifel Financial
Missouri
+$141M
4
BEI
Benjamin Edwards Inc
Missouri
+$124M
5
HHGA
Halbert Hargrove Global Advisors
California
+$63.4M

Top Sellers

1
State Street
State Street
Massachusetts
-$277M
2
TC
TownSquare Capital
Utah
-$238M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$221M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$62.6M
5
SMM
Stadion Money Management
Georgia
-$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
676
Balboa Wealth Partners
Arizona
$529K -$1.14M -28,230 -68%
SFP
677
Shepherd Financial Partners
Massachusetts
$526K – – –
CPA
678
Cardiff Park Advisors
California
$524K +$729 +18 +0.1%
RFA
679
Resurgent Financial Advisors
Georgia
$519K -$2.43K -60 -0.5%
TCM
680
Triumph Capital Management
Colorado
$519K -$397K -9,804 -43%
GWS
681
Glassman Wealth Services
Virginia
$513K – – –
AIFAIM
682
American Institute for Advanced Investment Management
Arizona
$507K +$159K +3,921 +46%
PWG
683
Private Wealth Group
Florida
$501K +$501K +12,373 New
SAM
684
Sequent Asset Management
Texas
$491K – – –
APP
685
Avantax Planning Partners
Iowa
$490K -$40 -1 -0%
GFP
686
Gryphon Financial Partners
Ohio
$489K +$364 +9 +0.1%
MWM
687
Mittelman Wealth Management
Massachusetts
$489K +$489K +12,066 New
RIM
688
Redwood Investment Management
Arizona
$488K -$3K -74 -0.6%
MAFA
689
MJT & Associates Financial Advisory
Minnesota
$485K +$40 +1 +0%
RFG
690
REAP Financial Group
Texas
$483K -$28.7K -710 -6%
KCPG
691
Kavar Capital Partners Group
Kansas
$482K – – –
OSNBOA
692
Old Second National Bank of Aurora
Illinois
$478K +$2.19K +54 +0.5%
RWP
693
Ridgeline Wealth Planning
Ohio
$474K -$6.15K -152 -1%
XT
694
XTX Topco
Cayman Islands
$471K -$55.5K -1,370 -11%
HFA
695
Hershey Financial Advisers
Pennsylvania
$471K +$471K +11,629 New
WSWA
696
Warren Street Wealth Advisors
California
$471K +$6.56K +162 +1%
IFPL
697
Investments & Financial Planning LLC
Kentucky
$468K -$1.46K -36 -0.3%
IFPG
698
Intrepid Financial Planning Group
Indiana
$467K +$3.16K +78 +0.7%
OBWG
699
Onyx Bridge Wealth Group
New York
$455K +$114K +2,810 +33%
MCA
700
MSH Capital Advisors
Arizona
$455K +$17.4K +430 +4%
26 27
28
29 30