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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
Raymond James Financial
5
Raymond James Financial
Florida
$96.8M

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 %
JIC
801
Johnson Investment Counsel
Ohio
$233K 6,825 +104 +2%
RIS
802
Richmond Investment Services
Wisconsin
$231K 6,761 +6,761 New
LWM
803
Lodestone Wealth Management
Washington
$229K 6,709 – –
SIM
804
Stratos Investment Management
Ohio
$228K 6,690 +6,690 New
S
805
SignatureFD
Georgia
$228K 6,681 +1,381 +26%
TIAM2
806
Tru Independence Asset Management 2
Oregon
$227K 6,665 -149 -2%
CIBC Private Wealth Group
807
CIBC Private Wealth Group
Georgia
$226K 6,550 +3,410 +109%
KDA
808
Kraft Davis & Associates
Missouri
$223K 6,160 +6,160 New
EAM
809
Empirical Asset Management
Massachusetts
$222K 115,668 +115,668 New
TP
810
Tranquility Partners
Tennessee
$221K 6,486 +861 +15%
FFN
811
Focus Financial Network
Minnesota
$221K 6,463 -50 -0.8%
TCA
812
Transcend Capital Advisors
New Jersey
$220K 6,440 -1,152 -15%
WCP
813
Wealthcare Capital Partners
Pennsylvania
$219K 6,427 +6,427 New
CIAS
814
Capital Investment Advisory Services
North Carolina
$219K 6,411 +742 +13%
PWM
815
Peterson Wealth Management
Nevada
$218K 6,375 – –
NPI
816
New Perspectives Inc
Mississippi
$217K 6,358 -18 -0.3%
CS
817
Cannell & Spears
New York
$216K 6,332 – –
TCM
818
Telos Capital Management
California
$215K 6,300 -140 -2%
BFA
819
Beacon Financial Advisory
Ohio
$212K 6,223 -651 -9%
Citadel Advisors
820
Citadel Advisors
Florida
$211K 6,190 +6,190 New
Empower Advisory Group
821
Empower Advisory Group
Colorado
$209K 6,114 -4,892 -44%
KF
822
K2 Financial
California
$209K 6,165 +6,165 New
Neuberger Berman Group
823
Neuberger Berman Group
New York
$208K 6,100 +6,100 New
IBOK
824
Independence Bank of Kentucky
Kentucky
$208K 6,096 – –
CCG
825
Capital CS Group
California
$206K 6,033 -1,112 -16%
31 32
33
34 35