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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 %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.04B 118,483 -4,094 -3%
Creative Planning
2
Creative Planning
Kansas
$2.35B 68,708,048 +15,351,035 +29%
Financial Engines Advisors
3
Financial Engines Advisors
California
$2.28B 66,743,946 +4,849,460 +8%
AF
4
Allworth Financial
California
$1.12B 31,712,123 +1,848,371 +6%
LPL Financial
5
LPL Financial
California
$957M 28,032,072 +771,500 +3%
AOI
6
Auto-Owners Insurance
Michigan
$750M 21,983,000 +4,407,000 +25%
TIAA Trust, National Association
7
TIAA Trust, National Association
North Carolina
$454M 13,314,729 +161,238 +1%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$428M 12,542,476 +1,116,762 +10%
Morgan Stanley
9
Morgan Stanley
New York
$278M 8,143,365 +1,547,726 +23%
State Street
10
State Street
Massachusetts
$267M 7,816,439 +855,871 +12%
UBS Group
11
UBS Group
Switzerland
$248M 7,279,969 -1,337,058 -16%
HI
12
Horizon Investments
North Carolina
$235M 6,883,460 -110,466 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$227M 6,661,475 +559,519 +9%
Betterment LLC
14
Betterment LLC
New York
$212M 6,201,642 +3,199,962 +107%
SMM
15
Stadion Money Management
Georgia
$203M 5,940,696 +240,789 +4%
TC
16
TownSquare Capital
Utah
$199M 5,832,251 +572,454 +11%
Bank of America
17
Bank of America
North Carolina
$178M 5,220,085 -201,252 -4%
Mariner
18
Mariner
Kansas
$176M 5,142,599 +208,022 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$169M 4,957,373 +316,671 +7%
AA
20
Advisory Alpha
Michigan
$150M 4,405,127 +36,229 +0.8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$135M 3,944,818 -11,688 -0.3%
GI
22
Gradient Investments
Minnesota
$124M 3,628,564 +355,068 +11%
Ameriprise
23
Ameriprise
Minnesota
$119M 3,476,526 +130,480 +4%
SWA
24
Strategies Wealth Advisors
Michigan
$114M 3,162,651 +510,701 +19%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$97.7M 2,863,021 -113,548 -4%
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