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State Street SPDR S&P Global Infrastructure ETF

92 hedge funds and large institutions have $204M invested in State Street SPDR S&P Global Infrastructure ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more capital invested

Capital invested by funds: $152M → $204M (+$52.1M)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

6.6% more ownership

Funds ownership: 37.77%44.37% (+6.6%)

2% more funds holding

Funds holding: 9092 (+2)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
32
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wealth Architects
California
$37.5M +$1.46M +25,084 +4%
Mariner
2
Mariner
Kansas
$18.9M -$256K -4,408 -1%
WBG
3
Wharton Business Group
Pennsylvania
$15.1M +$14.2M +244,630 New
HBT
4
Hills Bank & Trust
Iowa
$13.3M -$64.8K -1,115 -0.5%
LPL Financial
5
LPL Financial
California
$10.2M -$928K -15,957 -9%
WSWA
6
Warren Street Wealth Advisors
California
$9.25M +$432K +7,434 +5%
TC
7
TownSquare Capital
Utah
$7.51M +$2.98M +51,174 +72%
NBT
8
Northwest Bank & Trust
Iowa
$7.28M +$6.86M +117,966 New
BAAM
9
Baker Avenue Asset Management
California
$5.82M +$2.89M +49,624 +111%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$5.05M +$75.6K +1,301 +2%
BPA
11
Beacon Pointe Advisors
California
$4.54M -$21.5K -370 -0.5%
FTUS
12
Flow Traders U.S.
New York
$4.25M +$3.24M +55,643 +419%
OFG
13
Oxford Financial Group
Indiana
$3.66M -$1.74K -30 -0.1%
SFA
14
Sequoia Financial Advisors
Ohio
$3.66M -$118K -2,030 -3%
CI
15
CX Institutional
Indiana
$3.11M +$36.6K +630 +1%
SC
16
Scotia Capital
Ontario, Canada
$2.92M -$340K -5,842 -11%
Jane Street
17
Jane Street
New York
$2.92M +$448K +7,712 +19%
RG
18
Rathbones Group
United Kingdom
$2.73M -$33.1K -570 -1%
UBS Group
19
UBS Group
Switzerland
$2.49M -$28K -481 -1%
Morgan Stanley
20
Morgan Stanley
New York
$2.45M +$481K +8,279 +26%
NGA
21
Naples Global Advisors
Florida
$2.35M +$56.7K +975 +3%
State Street
22
State Street
Massachusetts
$2.14M -$1.92M -33,001 -49%
GRP
23
Global Retirement Partners
California
$2.01M +$41.6K +716 +2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.92M +$82.4K +1,418 +5%
BIM
25
Breakwater Investment Management
Washington
$1.84M +$45.8K +788 +3%

GII Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Infrastructure ETF (GII) for Q3 2024, worth a combined $204M — up 34% from $152M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GII positions and 8 closed out — a net gain of 2 holders — while 32 added to existing stakes and 32 trimmed.

The largest buyer was Wharton Business Group, opening a new position worth an estimated $14.2M. The largest seller was State Street, cutting an estimated $1.92M.

  • 92 institutional investors held State Street SPDR S&P Global Infrastructure ETF (GII) as of Q3 2024, up from 90 in Q2 2024.
  • Funds reported $204M of State Street SPDR S&P Global Infrastructure ETF stock for Q3 2024, up 34% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Global Infrastructure ETF positions in Q3 2024 and 8 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Global Infrastructure ETF buyer in Q3 2024 was Wharton Business Group, an estimated $14.2M added.
  • The largest State Street SPDR S&P Global Infrastructure ETF seller in Q3 2024 was State Street, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2024.