State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
39 hedge funds and large institutions have $64.1M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
34% more capital invested
Capital invested by funds: $47.9M → $64.1M (+$16.1M)
18% more funds holding
Funds holding: 33 → 39 (+6)
15.6% more ownership
Funds ownership: 106.06% → 121.65% (+16%)
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHB
First Hawaiian Bank
Honolulu,
Hawaii
|
+$8.11M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.6M |
| 3 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
+$2.62M |
| 4 |
Morgan Stanley
New York
|
+$380K |
| 5 |
LA
LVW Advisors
Pittsford,
New York
|
+$223K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$5.38M |
| 2 |
Jane Street
New York
|
-$2.65M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$363K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$350K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$319K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $21K | -$3.19K | -80 | -13% |
|
|
BRC
27
Bell Rock Capital
Rehoboth Beach,
Delaware
| $16K | – | – | – |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $14K | – | – | – |
|
|
WSTAM
29
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $12K | +$12K | +302 | New |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $6K | +$5.82K | +146 | New |
|
|
KJWM
31
Kiley Juergens Wealth Management
Olympia,
Washington
| $4K | – | – | – |
|
|
AG
32
Advisor Group
Phoenix,
Arizona
| $3K | – | – | – |
|
|
GRP
33
Global Retirement Partners
San Rafael,
California
| $3K | – | – | – |
|
|
HR
34
Howe & Rusling
Rochester,
New York
| $3K | +$3.03K | +76 | New |
|
|
GAM
35
Gemmer Asset Management
Walnut Creek,
California
| $2K | – | – | – |
|
|
TFS
36
TrustCore Financial Services
Brentwood,
Tennessee
| $2K | – | – | – |
|
|
MFT
37
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $1K | – | – | – |
|
|
CF
38
Centaurus Financial
Anaheim,
California
| $370 | -$363K | -9,118 | -100% |
|
|
AWA
39
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$19K | -484 | Closed |
|
SPGM Hedge Fund Activity: Q3 2018 in Review
39 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2018, worth a combined $64.1M — up 34% from $47.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPGM positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 14 trimmed.
The largest buyer was First Hawaiian Bank, opening a new position worth an estimated $8.11M. The largest seller was USAdvisors Wealth Management, cutting an estimated $5.38M.
- 39 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2018, up from 33 in Q2 2018.
- Funds reported $64.1M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2018, up 34% quarter-over-quarter.
- 7 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2018 and 1 closed out, a net change of +6 holders.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2018 was First Hawaiian Bank, an estimated $8.11M added.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2018 was USAdvisors Wealth Management, an estimated $5.38M sold.
Based on aggregated 13F filings for Q3 2018.