State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
30 hedge funds and large institutions have $40.8M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
43% more capital invested
Capital invested by funds: $28.6M → $40.8M (+$12.2M)
23.08% more ownership
Funds ownership: 63.09% → 86.17% (+23%)
20% more funds holding
Funds holding: 25 → 30 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$239K |
| 2 |
MAP
Managed Asset Portfolios
Rochester,
Michigan
|
+$236K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$230K |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$214K |
| 5 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.96M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.43M |
| 3 |
VF
Virtu Financial
New York
|
-$224K |
| 4 |
Morgan Stanley
New York
|
-$130K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$52K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
26
Global Retirement Partners
San Rafael,
California
| $3K | +$2.48K | +64 | New |
|
|
GAM
27
Gemmer Asset Management
Walnut Creek,
California
| $2K | +$77 | +2 | +4% |
|
|
MFT
28
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $1K | – | – | – |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.43M | -37,982 | Closed |
|
|
VF
30
Virtu Financial
New York
| – | -$224K | -5,938 | Closed |
|
|
AG
31
Advisor Group
Phoenix,
Arizona
| – | -$52K | -1,370 | Closed |
|
|
IF
32
Ironwood Financial
Tucson,
Arizona
| – | -$1K | -32 | Closed |
|
|
TFS
33
TrustCore Financial Services
Brentwood,
Tennessee
| – | +$232 | +6 | New |
|
SPGM Hedge Fund Activity: Q4 2017 in Review
30 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2017, worth a combined $40.8M — up 43% from $28.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SPGM positions and 4 closed out — a net gain of 5 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was AlphaStar Capital Management, adding an estimated $239K. The largest seller was Citadel Advisors, cutting an estimated $1.96M.
- 30 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2017, up from 25 in Q3 2017.
- Funds reported $40.8M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2017, up 43% quarter-over-quarter.
- 9 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2017 and 4 closed out, a net change of +5 holders.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2017 was AlphaStar Capital Management, an estimated $239K added.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2017 was Citadel Advisors, an estimated $1.96M sold.
Based on aggregated 13F filings for Q4 2017.