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State Street SPDR S&P Global Infrastructure ETF

82 hedge funds and large institutions have $157M invested in State Street SPDR S&P Global Infrastructure ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

26% more funds holding

Funds holding: 6582 (+17)

14% more capital invested

Capital invested by funds: $138M → $157M (+$19.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.35% less ownership

Funds ownership: 29.5%28.15% (-1.4%)

Holders
82
Holders Change
+17
Holders Change %
+26.15%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
30
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wealth Architects
California
$25.9M -$952K -18,451 -4%
Mariner
2
Mariner
Kansas
$19.1M +$1.45M +28,035 +8%
BPA
3
Beacon Pointe Advisors
California
$15.3M -$339K -6,577 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.09M +$1.25M +24,323 +16%
Wells Fargo
5
Wells Fargo
California
$7.58M +$148K +2,871 +2%
WMR
6
Wealth Management Resources
Rhode Island
$7.09M +$547K +10,611 +9%
WSWA
7
Warren Street Wealth Advisors
California
$5.82M -$879K -17,037 -13%
LPL Financial
8
LPL Financial
California
$5.41M +$1.75M +33,980 +49%
SFA
9
Sequoia Financial Advisors
Ohio
$5.05M -$5.14M -99,736 -51%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$4.67M -$34.7K -672 -0.8%
OFG
11
Oxford Financial Group
Indiana
$4.49M +$4.42M +85,675 New
SC
12
Scotia Capital
Ontario, Canada
$3.71M +$8.82K +171 +0.2%
HW
13
Hedeker Wealth
Illinois
$2.89M -$297K -5,763 -9%
UBS Group
14
UBS Group
Switzerland
$2.66M +$137K +2,660 +6%
RG
15
Rathbones Group
United Kingdom
$2.57M -$247K -4,798 -9%
PCMC
16
Paragon Capital Management (Colorado)
Colorado
$2.54M +$2.5M +48,510 New
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$2M +$1.92M +37,260 +3,711%
Lazard Asset Management
18
Lazard Asset Management
New York
$1.83M +$1.8M +34,858 New
Morgan Stanley
19
Morgan Stanley
New York
$1.77M +$1,000K +19,382 +135%
EBA
20
Eagle Bay Advisors
New York
$1.76M +$1.73M +33,541 New
NAS
21
Nicolet Advisory Services
Wisconsin
$1.75M -$97.7K -1,894 -6%
AI
22
Atria Investments
North Carolina
$1.7M +$1.67M +32,426 New
NCG
23
Newport Capital Group
New Jersey
$1.55M +$1.53M +29,658 New
SFG
24
Sage Financial Group
Pennsylvania
$1.46M +$1.44M +27,935 New
LWM
25
Laidlaw Wealth Management
New York
$1.34M -$79.9K -1,549 -6%

GII Hedge Fund Activity: Q4 2022 in Review

82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Infrastructure ETF (GII) for Q4 2022, worth a combined $157M — up 14% from $138M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new GII positions and 6 closed out — a net gain of 20 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was Oxford Financial Group, opening a new position worth an estimated $4.42M. The largest seller was Jane Street, exiting entirely with an estimated $9.99M sold.

  • 82 institutional investors held State Street SPDR S&P Global Infrastructure ETF (GII) as of Q4 2022, up from 65 in Q3 2022.
  • Funds reported $157M of State Street SPDR S&P Global Infrastructure ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P Global Infrastructure ETF positions in Q4 2022 and 6 closed out, a net change of +20 holders.
  • The largest State Street SPDR S&P Global Infrastructure ETF buyer in Q4 2022 was Oxford Financial Group, an estimated $4.42M added.
  • The largest State Street SPDR S&P Global Infrastructure ETF seller in Q4 2022 was Jane Street, an estimated $9.99M sold.

Based on aggregated 13F filings for Q4 2022.