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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.

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 Market Value Shares Shares
Change 		Shares
Change %
KWM
776
Keebeck Wealth Management
Illinois
$253K 7,422 +7,422 New
MC
777
Moors & Cabot
Massachusetts
$253K 7,419 +7,419 New
MBFW
778
Morton Brown Family Wealth
Pennsylvania
$253K 7,407 +7,407 New
LW
779
Linscomb Wealth
Texas
$250K 7,315 +83 +1%
CA
780
Claro Advisors
Massachusetts
$249K 7,293 +127 +2%
MPW
781
MA Private Wealth
California
$247K 7,240 – –
WA
782
Wealth Architects
California
$245K 7,188 – –
BCG
783
Bravias Capital Group
New Jersey
$244K 6,860 +6,860 New
MSFS
784
Main Street Financial Solutions
Pennsylvania
$244K 7,160 -4,148 -37%
RW
785
REDW Wealth
New Mexico
$244K 7,158 -987 -12%
MWM
786
Mission Wealth Management
California
$242K 7,091 – –
BI
787
Ballast Inc
Kentucky
$242K 7,090 +257 +4%
C1AG
788
Client 1st Advisory Group
Florida
$241K 7,058 – –
FWM
789
FSA Wealth Management
Massachusetts
$240K 7,022 +508 +8%
EI
790
Ellevest Inc
New York
$239K 7,014 – –
TFP
791
Traction Financial Partners
Wyoming
$239K 7,007 +1,117 +19%
VT
792
Vise Technologies
New York
$237K 6,940 +6,940 New
FA
793
FSA Advisors
Michigan
$236K 6,918 -8,374 -55%
GKWIM
794
Gerber Kawasaki Wealth & Investment Management
California
$236K 6,908 +488 +8%
RIA
795
Retirement Investment Advisors
Oklahoma
$236K 6,905 -458 -6%
HKIMG
796
Hutchens & Kramer Investment Management Group
Indiana
$236K 6,905 -187 -3%
CCMG
797
Clark Capital Management Group
Pennsylvania
$235K 6,891 +6,891 New
SSWM
798
Smith Salley Wealth Management
North Carolina
$235K 6,880 – –
CCA
799
Checchi Capital Advisers
California
$235K 6,872 – –
YIM
800
Yoffe Investment Management
Pennsylvania
$233K 6,841 +6,841 New
30 31
32
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