State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
29 hedge funds and large institutions have $40M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.82% less ownership
Funds ownership: 86.17% → 85.34% (-0.82%)
2% less capital invested
Capital invested by funds: $40.8M → $40M (-$730K)
3% less funds holding
Funds holding: 30 → 29 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
+$4.08M |
| 2 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$715K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$322K |
| 4 |
WA
Wealth Architects
Mountain View,
California
|
+$250K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$233K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$1.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.11M |
| 3 |
LPL Financial
San Diego,
California
|
-$904K |
| 4 |
Jane Street
New York
|
-$771K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$720K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
26
Gemmer Asset Management
Walnut Creek,
California
| $2K | – | – | – |
|
|
TFS
27
TrustCore Financial Services
Brentwood,
Tennessee
| $2K | +$2K | +50 | +833% |
|
|
MFT
28
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $1K | – | – | – |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$1.11M | -28,210 | Closed |
|
|
30
Jane Street
New York
| – | -$771K | -19,550 | Closed |
|
|
MAP
31
Managed Asset Portfolios
Rochester,
Michigan
| – | -$241K | -6,100 | Closed |
|
SPGM Hedge Fund Activity: Q1 2018 in Review
29 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q1 2018, worth a combined $40M — down 1.8% from $40.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SPGM and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 12 added.
The largest buyer was Peak Financial Management, adding an estimated $4.08M. The largest seller was FAS Wealth Partners, cutting an estimated $1.8M.
- 29 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q1 2018, down from 30 in Q4 2017.
- Funds reported $40M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q1 2018, down 1.8% quarter-over-quarter.
- 2 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q1 2018 and 3 closed out, a net change of -1 holder.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q1 2018 was Peak Financial Management, an estimated $4.08M added.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q1 2018 was FAS Wealth Partners, an estimated $1.8M sold.
Based on aggregated 13F filings for Q1 2018.