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State Street SPDR S&P Global Infrastructure ETF

83 hedge funds and large institutions have $140M invested in State Street SPDR S&P Global Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

8% more funds holding

Funds holding: 7783 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.22% less ownership

Funds ownership: 36.91%33.69% (-3.2%)

10% less capital invested

Capital invested by funds: $155M → $140M (-$14.8M)

25% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 32

Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
24
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wealth Architects
California
$28.9M +$448K +8,868 +2%
Mariner
2
Mariner
Kansas
$19.1M -$1.56M -30,912 -8%
HBT
3
Hills Bank & Trust
Iowa
$9.93M +$573K +11,334 +7%
WSWA
4
Warren Street Wealth Advisors
California
$7M +$409K +8,091 +7%
LPL Financial
5
LPL Financial
California
$5.44M -$330K -6,523 -6%
BPA
6
Beacon Pointe Advisors
California
$5.3M -$2.62M -51,791 -34%
LJAC
7
L.J. Altfest & Co
New York
$4.53M +$3.61M +71,484 +546%
SFA
8
Sequoia Financial Advisors
Ohio
$4.44M -$72.2K -1,429 -2%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$4.39M -$371K -7,348 -8%
OFG
10
Oxford Financial Group
Indiana
$3.39M -$2.47M -48,928 -44%
SC
11
Scotia Capital
Ontario, Canada
$3.35M +$46.5K +920 +1%
Citadel Advisors
12
Citadel Advisors
Florida
$2.87M +$2.4M +47,530 +774%
Morgan Stanley
13
Morgan Stanley
New York
$2.79M +$1.1M +21,794 +72%
UBS Group
14
UBS Group
Switzerland
$2.6M -$20.7K -409 -0.8%
CI
15
CX Institutional
Indiana
$2.52M +$2.38M +47,149 New
BAAM
16
Baker Avenue Asset Management
California
$2.52M +$2.33M +46,050 +4,605%
RG
17
Rathbones Group
United Kingdom
$2.41M -$437K -8,655 -16%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2M -$628K -12,425 -25%
HPC
19
Hobart Private Capital
North Carolina
$1.93M +$462K +9,144 +34%
NGA
20
Naples Global Advisors
Florida
$1.85M +$654K +12,940 +60%
CFG
21
Citizens Financial Group
Rhode Island
$1.56M +$1.47M +29,076 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.48M +$606 +12 +0%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$1.37M +$12.5K +248 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.36M +$60.9K +1,205 +5%
NAS
25
Nicolet Advisory Services
Wisconsin
$1.24M -$246K -4,868 -17%

GII Hedge Fund Activity: Q4 2023 in Review

83 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Infrastructure ETF (GII) for Q4 2023, worth a combined $140M — down 9.6% from $155M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new GII positions and 9 closed out — a net gain of 8 holders — while 24 added to existing stakes and 32 trimmed.

The largest buyer was L.J. Altfest & Co, adding an estimated $3.61M. The largest seller was Jane Street, exiting entirely with an estimated $16.7M sold.

  • 83 institutional investors held State Street SPDR S&P Global Infrastructure ETF (GII) as of Q4 2023, up from 77 in Q3 2023.
  • Funds reported $140M of State Street SPDR S&P Global Infrastructure ETF stock for Q4 2023, down 9.6% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Global Infrastructure ETF positions in Q4 2023 and 9 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P Global Infrastructure ETF buyer in Q4 2023 was L.J. Altfest & Co, an estimated $3.61M added.
  • The largest State Street SPDR S&P Global Infrastructure ETF seller in Q4 2023 was Jane Street, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2023.