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State Street SPDR S&P Global Infrastructure ETF

77 hedge funds and large institutions have $155M invested in State Street SPDR S&P Global Infrastructure ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.1% less ownership

Funds ownership: 37.01%36.91% (-0.1%)

8% less funds holding

Funds holding: 8477 (-7)

10% less capital invested

Capital invested by funds: $171M → $155M (-$16.3M)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
77
Holders Change
-7
Holders Change %
-8.33%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
30
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wealth Architects
California
$26.2M +$779K +14,890 +3%
Mariner
2
Mariner
Kansas
$19.1M +$1.67M +31,945 +9%
Jane Street
3
Jane Street
New York
$16.7M +$16M +304,732 +869%
HBT
4
Hills Bank & Trust
Iowa
$8.58M +$987K +18,849 +12%
BPA
5
Beacon Pointe Advisors
California
$7.44M -$9.83M -187,768 -55%
WMR
6
Wealth Management Resources
Rhode Island
$6.92M +$284K +5,429 +4%
WSWA
7
Warren Street Wealth Advisors
California
$6.05M +$289K +5,521 +5%
OFG
8
Oxford Financial Group
Indiana
$5.54M +$165K +3,158 +3%
LPL Financial
9
LPL Financial
California
$5.33M +$602K +11,508 +12%
OMC
10
Old Mission Capital
Illinois
$5.25M +$5.58M +106,641 New
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$4.58M -$228K -4,348 -5%
SFA
12
Sequoia Financial Advisors
Ohio
$4.16M -$529K -10,113 -11%
SC
13
Scotia Capital
Ontario, Canada
$3.04M -$85.2K -1,628 -3%
RG
14
Rathbones Group
United Kingdom
$2.65M +$496K +9,471 +21%
PCMC
15
Paragon Capital Management (Colorado)
Colorado
$2.49M -$28.9K -552 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.45M -$9.05M -172,835 -78%
UBS Group
17
UBS Group
Switzerland
$2.42M +$51.2K +978 +2%
Morgan Stanley
18
Morgan Stanley
New York
$1.49M -$95.6K -1,827 -6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.36M
HW
20
Hedeker Wealth
Illinois
$1.33M -$38.7K -740 -3%
NAS
21
Nicolet Advisory Services
Wisconsin
$1.33M -$43.2K -826 -3%
HPC
22
Hobart Private Capital
North Carolina
$1.33M +$108K +2,057 +8%
Lazard Asset Management
23
Lazard Asset Management
New York
$1.31M -$129K -2,456 -8%
NCG
24
Newport Capital Group
New Jersey
$1.31M +$97.9K +1,871 +8%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$1.25M +$17.3K +331 +1%

GII Hedge Fund Activity: Q3 2023 in Review

77 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Infrastructure ETF (GII) for Q3 2023, worth a combined $155M — down 9.5% from $171M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of GII and 7 opened new positions — a net loss of 6 holders — while 24 trimmed existing stakes and 30 added.

The largest buyer was Jane Street, adding an estimated $16M. The largest seller was Beacon Pointe Advisors, cutting an estimated $9.83M.

  • 77 institutional investors held State Street SPDR S&P Global Infrastructure ETF (GII) as of Q3 2023, down from 84 in Q2 2023.
  • Funds reported $155M of State Street SPDR S&P Global Infrastructure ETF stock for Q3 2023, down 9.5% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Global Infrastructure ETF positions in Q3 2023 and 13 closed out, a net change of -6 holders.
  • The largest State Street SPDR S&P Global Infrastructure ETF buyer in Q3 2023 was Jane Street, an estimated $16M added.
  • The largest State Street SPDR S&P Global Infrastructure ETF seller in Q3 2023 was Beacon Pointe Advisors, an estimated $9.83M sold.

Based on aggregated 13F filings for Q3 2023.