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State Street SPDR Portfolio Developed World ex-US ETF

989 hedge funds and large institutions have $18.8B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 375 increasing their positions, 362 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

956% more call options, than puts

Call options by funds: $95K | Put options by funds: $9K

76% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 51

13% more funds holding in top 10

Funds holding in top 10: 127143 (+16)

2% more funds holding

Funds holding: 968989 (+21)

4% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 362

5.86% less ownership

Funds ownership: 85.08%79.22% (-5.9%)

12% less capital invested

Capital invested by funds: $21.2B → $18.8B (-$2.44B)

Holders
989
Holders Change
+21
Holders Change %
+2.17%
% of All Funds
13.26%
Holding in Top 10
143
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.6%
% of All Funds
1.92%
New
90
Increased
375
Reduced
362
Closed
51
Calls
$95K
Puts
$9K
Net Calls
+$86K
Net Calls Change
+$86K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$3.15B +$647M +17,911,754 +26%
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.37B -$55.5M -1,534,510 -2%
AF
3
Allworth Financial
California
$1.18B -$2.37M -65,460 -0.2%
LPL Financial
4
LPL Financial
California
$1.12B +$97.6M +2,701,493 +10%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$472M +$15.4M +425,898 +3%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$468M -$16.8M -464,685 -3%
State Street
7
State Street
Massachusetts
$419M +$133M +3,687,935 +47%
Morgan Stanley
8
Morgan Stanley
New York
$354M +$56.8M +1,572,764 +19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$279M +$36.4M +1,008,462 +15%
UBS Group
10
UBS Group
Switzerland
$265M +$80.7K +2,234 +0%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$234M +$185M +5,132,319 +396%
HI
12
Horizon Investments
North Carolina
$228M -$22.9M -632,653 -9%
Betterment LLC
13
Betterment LLC
New York
$225M -$366K -10,134 -0.2%
TC
14
TownSquare Capital
Utah
$224M +$11.8M +326,246 +6%
AOI
15
Auto-Owners Insurance
Michigan
$202M -$608M -16,826,000 -77%
SMM
16
Stadion Money Management
Georgia
$197M -$18.8M -519,289 -9%
Mariner
17
Mariner
Kansas
$164M -$23.4M -646,711 -13%
Bank of America
18
Bank of America
North Carolina
$161M -$28.8M -796,408 -15%
AA
19
Advisory Alpha
Michigan
$153M -$6.98M -193,166 -4%
Osaic Holdings
20
Osaic Holdings
Arizona
$146M -$34.3M -948,801 -19%
Ameriprise
21
Ameriprise
Minnesota
$127M +$443K +12,267 +0.4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$126M -$17.9M -495,042 -13%
SWA
23
Strategies Wealth Advisors
Michigan
$120M +$5.22M +144,528 +5%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$120M +$38.1M +1,055,397 +47%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$110M +$5.66M +156,526 +5%

SPDW Hedge Fund Activity: Q1 2025 in Review

989 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2025, worth a combined $18.8B — down 12% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SPDW positions and 51 closed out — a net gain of 39 holders — while 375 added to existing stakes and 362 trimmed.

The largest buyer was Creative Planning, adding an estimated $647M. The largest seller was Auto-Owners Insurance, cutting an estimated $608M.

  • 989 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2025, up from 968 in Q4 2024.
  • Funds reported $18.8B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2025, down 12% quarter-over-quarter.
  • 90 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2025 and 51 closed out, a net change of +39 holders.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2025 was Creative Planning, an estimated $647M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2025 was Auto-Owners Insurance, an estimated $608M sold.

Based on aggregated 13F filings for Q1 2025.