State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
33 hedge funds and large institutions have $47.9M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
20.71% more ownership
Funds ownership: 85.34% → 106.06% (+21%)
20% more capital invested
Capital invested by funds: $40M → $47.9M (+$7.88M)
14% more funds holding
Funds holding: 29 → 33 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$5.65M |
| 2 |
Jane Street
New York
|
+$4.83M |
| 3 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
+$2.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$735K |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$337K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$468K |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$417K |
| 3 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$193K |
| 4 |
LPL Financial
San Diego,
California
|
-$115K |
| 5 |
PS
Portfolio Solutions
Royal Oak,
Michigan
|
-$79K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $14K | +$79 | +2 | +0.6% |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $3K | – | – | – |
|
|
KJWM
28
Kiley Juergens Wealth Management
Olympia,
Washington
| $3K | +$3.94K | +100 | New |
|
|
GAM
29
Gemmer Asset Management
Walnut Creek,
California
| $2K | – | – | – |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $2K | – | – | – |
|
|
TFS
31
TrustCore Financial Services
Brentwood,
Tennessee
| $2K | – | – | – |
|
|
MFT
32
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $1K | – | – | – |
|
|
PS
33
Portfolio Solutions
Royal Oak,
Michigan
| – | -$79K | -2,018 | Closed |
|
SPGM Hedge Fund Activity: Q2 2018 in Review
33 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2018, worth a combined $47.9M — up 20% from $40M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPGM positions and 1 closed out — a net gain of 4 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was USAdvisors Wealth Management, adding an estimated $5.65M. The largest seller was Advisornet Financial, cutting an estimated $468K.
- 33 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2018, up from 29 in Q1 2018.
- Funds reported $47.9M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2018, up 20% quarter-over-quarter.
- 5 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2018 and 1 closed out, a net change of +4 holders.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2018 was USAdvisors Wealth Management, an estimated $5.65M added.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2018 was Advisornet Financial, an estimated $468K sold.
Based on aggregated 13F filings for Q2 2018.