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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
1
Creative Planning
Kansas
$4.03B
2
AOI
2
Auto-Owners Insurance
Michigan
$712M
3
Stifel Financial
3
Stifel Financial
Missouri
$161M
4
BEI
4
Benjamin Edwards Inc
Missouri
$124M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$63.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$189M
2
TC
2
TownSquare Capital
Utah
$11.6M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$2.42B
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$70.3M
5
SMM
5
Stadion Money Management
Georgia
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
201
Matthew Hamilton Rosenberg
$9.9M +$483K +11,939 +5%
GVAG
202
Great Valley Advisor Group
Delaware
$9.59M +$167K +4,134 +2%
TIM
203
Tortoise Investment Management
New York
$9.38M -$86.4K -2,135 -0.9%
BFA
204
Brown Financial Advisory
Alabama
$9.04M -$350K -8,632 -4%
GC
205
Grimes & Company
Massachusetts
$9M +$103K +2,537 +1%
NECFA
206
New England Capital Financial Advisors
Connecticut
$8.9M +$284K +7,022 +3%
RBC
207
Roble Belko & Company
Pennsylvania
$8.87M +$207K +5,110 +2%
TI
208
Truepoint Inc
Ohio
$8.76M +$5.69M +140,575 +186%
WFP
209
Wrenne Financial Planning
Kentucky
$8.74M +$1.12M +27,768 +15%
LSL
210
Legacy Solutions LLC
Pennsylvania
$8.68M +$282K +6,971 +3%
PWM
211
Partnership Wealth Management
Maryland
$8.68M +$1.53M +37,857 +21%
MHWM
212
Montz Harcus Wealth Management
Louisiana
$8.66M +$1.14M +28,173 +15%
SFS
213
Security Financial Services
Indiana
$8.41M -$93K -2,298 -1%
FHA
214
Flagship Harbor Advisors
Massachusetts
$8.39M -$4.37M -107,842 -34%
Fidelity Investments
215
Fidelity Investments
Massachusetts
$8.35M +$2.14M +52,839 +34%
KWM
216
Kingsview Wealth Management
Oregon
$8.28M +$424K +10,461 +5%
MA
217
Mutual Advisors
Nebraska
$8.27M +$186K +4,501 +2%
MA
218
MONECO Advisors
Connecticut
$8.23M +$3.12M +77,030 +61%
DI
219
Diligent Investors
California
$8.14M +$272K +6,722 +3%
OGF
220
Orin Green Financial
California
$8.14M -$58K -1,432 -0.7%
EF
221
Empowered Funds
Pennsylvania
$8.04M +$536K +13,230 +7%
SAS
222
Sage Advisory Services
Texas
$7.99M +$7.99M +197,253 New
ACA
223
Atlas Capital Advisors
Wyoming
$7.97M -$506K -12,490 -6%
MFA
224
Millington Financial Advisors
Illinois
$7.95M -$326K -7,849 -4%
CCWA
225
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.9M +$1.7M +41,960 +27%
7 8
9
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