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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
12.79%
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 %
SFP
151
Strategic Financial Partners
Oregon
$11.5M 335,770 +15,677 +5%
GCA
152
Gradient Capital Advisors
California
$11.4M 334,459 +18,416 +6%
FHA
153
Flagship Harbor Advisors
Massachusetts
$11.2M 327,816 +120,509 +58%
HGA
154
Hobbs Group Advisors
South Carolina
$11.1M 324,680 +67,276 +26%
Focus Partners Wealth
155
Focus Partners Wealth
Massachusetts
$11M 323,655 +150,137 +87%
HFS
156
Horizon Financial Services
North Carolina
$10.8M 317,871 +2,944 +0.9%
VCM
157
Vivaldi Capital Management
Illinois
$10.8M 302,375 -29,588 -9%
PA
158
Probity Advisors
Texas
$10.5M 307,861 +20,145 +7%
OPS
159
Orion Portfolio Solutions
Nebraska
$10.3M 303,216 -11,367 -4%
BCI
160
Brinker Capital Investments
Pennsylvania
$10.3M 303,216 -11,367 -4%
SFM
161
Signet Financial Management
New Jersey
$10.3M 303,171 +5,531 +2%
VAF
162
Values Added Financial
District of Columbia
$10.1M 296,928 -5,334 -2%
BCM
163
Brookstone Capital Management
Illinois
$10.1M 294,930 +1,281 +0.4%
Truist Financial
164
Truist Financial
North Carolina
$9.95M 291,535 +9,673 +3%
BCM
165
Boltwood Capital Management
California
$9.85M 288,560 +3,850 +1%
PCA
166
Prosperity Capital Advisors
Ohio
$9.67M 283,240 +1,867 +0.7%
KAS
167
Kestra Advisory Services
Texas
$9.64M 282,556 -667,743 -70%
OCFG
168
O'Connor Financial Group
Illinois
$9.54M 279,375 +10,228 +4%
DC
169
Dorval Corp
Minnesota
$9.52M 279,011 +12,666 +5%
MERSOM
170
Municipal Employees' Retirement System of Michigan
Michigan
$9.43M 276,169 – –
BIP
171
Blueprint Investment Partners
North Carolina
$9.42M 275,924 -681,493 -71%
CFP
172
Cascade Financial Partners
California
$9.4M 275,546 +22,331 +9%
CSP
173
Cary Street Partners
Virginia
$9.36M 274,152 +274,152 New
PWG
174
Portside Wealth Group
Utah
$9.11M 266,832 +25,958 +11%
IWMA
175
Ironwood Wealth Management (Arizona)
Arizona
$9.11M 266,829 -604 -0.2%
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7
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